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.

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

And I don't know if it's in 2027 or early 2028, but I think you'll begin to see evidence of uh a tighter and tighter relationship as we move forward.

Yeah, I I think it's important.

And I by the way, I loved what Christian just said.

Uh it's exciting either way.

Um I also loved a headline on Bloomberg that said this company is cheap on a price to cosmo ratio.

So um

I I think this is a name that is more of a narrative name for us than it is valuation.

Our thematic portfolio does not focus on valuation, it focuses on obviously themes.

And so I I I don't know how you quantify some of this.

I think what's interesting is that the cas cash incinerator right now is AI.

Uh but that is, as you just pointed out, 26.5% of the TAM of 28.5.

Um I'm sorry, it's 26.5 trillion of the 28.5 TAM.

So uh I I think you have to uh think about the data center business.

It's what excites us uh to a great extent.

But Starship it you know, is required is we know I think they'll get there.

I have no doubt they'll get there.

Uh it's just a question of when.

So we're we're really buying the future when we buy this company and our time horizon is five to ten years.

Bloomberg Tech · SK Hynix, Micron Join $1 Trillion Market Cap Club · 27 May 2026 podcast

Yeah, I mean, Caroline, we're ready for a correction because we get one about once a year.

And this has been pretty frothy.

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