Kim Forrest
speaker
171 appearances
11 recordings
2 series
first heard Nov 2025
last heard 16 Aug
Kim Forrest’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.
Appearances
I think the CPI print is completely um disregarded by the chip nation and AI because they don't care.
They just simply don't care what cost things are.
Or I guess overall they don't care.
God knows that um, you know, AMD is probably making some gains because they have a somewhat lower price GPU than uh
NVIDIA and it's capable.
So you know, cost is relative.
But yes, I don't think CPI has anything to do with today's tech sell-off.
I think it has more to do with um just look at the gains for the year, and sometimes you just run out of buyers, even momentum buyers can't continue.
So it's probably that as well as what happened in
South Korea.
Again, momentum buyers want to buy companies that are going up and perhaps yesterday's sell-off of those memory names was enough to uh cool the temperature of buying uh chip stocks today.
I hope so.
It actually we've we've seen some t z discernment with Intel coming back from, you know, it was not only dead and buried, but it had g the grass grew over its grave, right?
I mean it was gone.
And yet here we are.
And why are we here?
I think it's the um forward movement of AI development.
And whenever AI came on the scene and
uh chat GPT captured everyone's imagination.
Both NVIDIA and um open AI seemed to be like the winners and everybody else was just gonna languish.
Showing 41–60 of 171 · page 3 of 9
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