Ryan Vestelica
speaker
483 appearances
21 recordings
1 series
first heard Nov 2025
last heard 28 Aug
Ryan Vestelica’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.
Appearances
Well, I'm not hearing anything negative really at all about Nvidia.
I think they really blew things out of the water.
And I heard a few people really compare this to the start of the AI era when Nvidia was delivering these upside surprises of, you know, 50, 100% above what was expected.
That's the kind of upside that we saw earlier this week, and people really weren't, it seems like, positioned for that kind of massive upside surprise, which is why we saw the stock move as dramatically as it did and really lift the whole AI ecosystem.
Everyone sort of viewed this as just an absolute blowout and a real indication that AI spending is durable and persistent, really going out several
Yeah, so I think earlier, a few weeks ago, when we got results from all the hyperscalers, they really came out and said, we're really committed to all of this AI spending, a lot of really aggressive AI CapEx targets out there.
NVIDIA just substantiated that point of view, saying spending looks pretty durable, and it looks like it's going to be continuing for several quarters going out there.
A lot of positive commentary all around.
Again, it was hard to find too many people who found really negatives
Yeah, this is going to be a very important test for people to really gauge the temperature of the AI trade as it stands right now.
I don't know how much people are really expecting NVIDIA to really turn around the whole market and really lift sentiment here, but certainly it is sort of the major company in the industry.
Everyone's going to be watching it.
Everyone wants to know what is it seeing as far as its outlook?
What is it going to say about demand, about performance?
pricing, about all the components that are out there that build up this AI infrastructure.
We got some pretty positive reads from the hyperscalers in terms of their commitment to spending.
But now we really want to see the main supplier of AI chips.
What do they have to say about where things are going from here?
Well, yeah, you said seven straight days in the negative.
I believe that's the longest since 2022.
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