Patrick McGoldrick
speaker
252 appearances
1 recordings
1 series
first heard Dec 2025
last heard 18 Dec
Patrick McGoldrick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
Will they continue to pay in sufficient quantities
that, you know, doesn't cause a slowdown in the build out of these data centers.
But right now, you know, the valuations for a company like Broadcom are really reasonable when you just look at two years worth of growth.
And some are complaining that the valuations are not so reasonable.
But I would encourage people to look not just at one year of earnings growth, but look at a couple, look at three.
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Let's talk about some other decliners.
You are seeing a little bit of a buy the dip mentality.
That's a stock that needs a stock split in a big way.
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You know, this is not the deal I was expecting to see when I got to work this morning.
The pieces, I didn't intuitively put them together, and I still don't.
But what I do know is, so TAE's been doing this for a long time.
There's a lot of companies working on Fusion.
TAA is...
making good progress.
But one of the things they said is they're getting almost up to $300 million out of this right up front, and they need it.
Their CEO, there was a call this morning, and he said, capital is becoming one of our problems.
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