Nancy Tengler

speaker

194 appearances 4 recordings 1 series first heard May 2026 last heard 10 Jul

Nancy Tengler’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in May 2026 with 2.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price · 10 Jul 2026 podcast

Well, not really, but thank you for asking.

It's not because we don't like the company.

We are exposed through Micron, some of the suppliers like Lam.

So we've got a pretty full allocation to the space and the segment.

So I think it's interesting.

I'd like to watch it.

Unlike SpaceX, where we were in on day one, because it fits a theme in our thematic portfolio.

We're gonna sit back and just watch this one a little bit.

But I loved the interview.

It was a great interview.

Yeah, so I hear all the bubble concerns.

I like to hear that because it's different than what we saw in the 90s where no one was concerned about anything and they just kept buying.

But I will say this, what we're hearing consistently across companies is that they have backlogs, that they have demand out three to five years, that they are locking in long-term contracts.

heard the same from SK's chairman yesterday.

He basically said, you know, we're going to double memory supply in five years.

And our clients are saying, our customers are saying that's not enough.

That's important.

And I think goes to the question of, is this a sustainable build out?

And we think this is the fourth industrial revolution.

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