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

And so I think what you want to be doing is taking some gains when you can.

and then looking for opportunities when the market pulls back.

We called for a bottom on April 4th.

I mean, that's not really our business, but we did.

We were a little bit late, but that is how this market has been moving.

And so it's quickly and it's rapid.

And it's violent to the upside.

And so don't confuse that with, you know, being a genius because what the market giveth, it will also take it away.

So you just want to remain nimble.

I think so, Caroline.

It's an important report to be sure.

And, you know, what we've done is we've within our 12th best, we have a six for 26.

That's up 40 percent this year and includes names like CrowdStrike.

Last year, we had ServiceNow in that five for 25 and it did abysmally, but the portfolio still outperformed.

So that is what you have to think about.

Is that the right name?

Is Microsoft going to be a winner?

I think so.

I'm more concerned about Salesforce, which we don't own.

We exited Adobe for obvious reasons a while back.

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