Kim Kahn
speaker
3,365 appearances
105 recordings
1 series
first heard Nov 2025
last heard yesterday
Kim Kahn’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 — 105 in all, peaking in Aug 2026 with 23.
Appearances
The spending spree came alongside another quarter of strong operating performance.
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SpaceX reported revenue of $7.81 billion, up 92% year-over-year, and ahead of the $6.82 billion consensus.
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SpaceX is also preparing to challenge the largest U.S.
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wireless carriers by pairing its satellite communications network with a nationwide terrestrial mobile network.
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On the earnings call, President and COO Gwynne Shotwell said, the big three in the United States, AT&T, Verizon, and T-Mobile, are roughly a $600 billion a year market.
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I anticipate us being able to acquire quite a few of their customers because I think our service will be better.
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Also in the AI trade, AMD is lower pre-market, with investors wanting more than a beat-and-raise quarter after the stock's 130% rally year-to-date.
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Seeking Alpha analyst Jonathan Weber said revenue and earnings growth remains strong, but AMD continues to grow at a slower pace compared to Nvidia while trading at a much higher valuation.
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Looking ahead, AMD expects Q3 revenue of $12.7 to $13.3 billion, with a $13 billion midpoint comfortably above the $12.51 billion consensus.
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Adjusted gross margin is forecast at 56%.
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And Big Short investor Michael Burry said he continues to believe it is possible we are near a major top and possibly a 1987-type fall, but the S&P 500 making new highs likely will bring new money into the market.
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Remember, the market going up on fallen volatility forces Vol targeting funds to leverage up, and brings leverage from other momentum strategies into play, he wrote on Substack.
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Despite the rally, Burry said he continues to hold short positions in the iShares Semiconductor ETF, SOXX, Micron, NVIDIA, Caterpillar, Palantir, Tesla, and Applied Materials.
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He said he remains confident in the long-term outlook for those trades, though he would cut his losses if they moved decisively against him.
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All positions remain profitable, except for his bet against Nvidia.
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Again, shorting is not for everyone, Burry wrote.
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I must short.
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Most should not.
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Now here's a look at what's trending on Seeking Alpha.
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Samsung is unveiling its next-generation AI memory technology.
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Showing 1301–1320 of 3,365 · page 66 of 169
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