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

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

But when you go back and look, when there's been an eight-week run like this, historically, stocks are up around 12% a year later.

And that's bespoke's work, not mine.

So I think you have to be nimble.

And we added to Micron at 366 just a few months ago.

And felt late.

And of course, we weren't.

At least not for the moment.

So what you have to do is be diligent about trimming things back.

And that is what we've been doing.

Taking some gains, sitting and waiting, reallocating.

to names that we think will continue to benefit.

But yeah, this is a productivity-driven bull market.

I think it will continue for some time.

We will probably get a correction.

That will be yet another opportunity like DeepSeek was, like the first quarter of this year was.

But you want to stick with the high-quality names and you don't want to chase the latest because the hedge funds are going to pivot here pretty quickly.

And we saw that from hardware to software and now back to hardware.

Yeah, I mean, we are going to be trimming it here shortly and we will likely add back to it.

Beware of people that tell you, you know, old tech is dead or software is dead because these companies find ways.

I understand this is more of a demand issue, but they do find ways to pivot.

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