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.

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recordings per month · last 12 months

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

Appearances

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

It also, I think, puts a toehold in, which is what Hoctan did many years ago, reintroducing

listing AVGO here.

So I think there's politics behind it, which is a good thing for the company.

And there's a ready market of eager buyers.

Bloomberg Tech · SpaceX Makes History With Biggest-Ever IPO · 12 Jun 2026 podcast

Caroline, we are buying them uh at the open, and uh it's not my preferred way of trading.

I'd much rather have gotten an allocation.

Um we're using the analogy to Amazon's public uh IPO in in 1997.

Uh it was a company that was uh impossible to value because there were no earnings, only revenues, and this feels a lot more like that than it does Meta.

So we're interested in owning it.

in our thematic portfolio, which has a theme of space, and then also in our growth portfolio.

So those are those are the um options that or those are the places where we are putting it.

Oh yeah.

So um Ed, I do believe that is going to happen.

I mean space uh Tesla already owned shares in SpaceX through the XAI acquisition that Spa Space S SpaceX made.

So it's about a two billion dollar stake.

Uh it it seems to me to be just a beginning.

And already SpaceX is the most vertically integrated AI company.

If you think about they have they have the capital, they've got the data.

They've got the large language models, they've got the hardware, the engineering talent, the manufacturing talent.

So we we think it makes imminent sense for them to combine with Tesla.

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