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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Chip Selloff Spreads Across Global Markets · 7 Jul 2026 podcast

Yeah, good morning. voice-verified

Thanks for having me. voice-verified

So the Mag 7 had become something of an afterthought within the market following years where they were really the primary leaders. voice-verified

Like you said, the nature of the AI trade has really been evolving, and we're no longer focusing on your Microsofts or Alphabets or Amazon's or Metas. voice-verified

Now the real focus is on where the current bottleneck is within AI infrastructure. voice-verified

And at the moment, that is in the memory and storage space. voice-verified

So companies like Micron, like Sandis, like Western Digital, these stocks have seen absolutely enormous gains this year. voice-verified

While Microsoft is down, I think more than 20%. voice-verified

We've seen a lot of struggling among the companies that were for a long time really sort of at the top of the leaderboard. voice-verified

Is there voice-verified

Mm-hmm. voice-verified

So, Alphabet has done pretty well this year. voice-verified

All of the Mac 7 socks are underperforming the NASDAQ 100, but uh in the group, Alphabet's hold on pretty well. voice-verified

I think there continues to be a lot of optimism surrounding its position with AI. voice-verified

Not only with Gemini, its AI model, but also its chips business, with YouTube, with Waymo, all these sort of things working in concert with each other. voice-verified

There's a lot more skepticism about Microfon Microsoft. voice-verified

In contrast, like I said, that stock is down more than 20%. voice-verified

I think it just had its worst monthly performance since December 2000. voice-verified

So the dot-com era, there's a lot of skepticism there. voice-verified

All these companies are spending very aggressively on AI, and so far it really seems like a mixed bag as far as what kind of return are they getting from this, what's the timeline for that uh return, and in the meantime, what is this really doing to their cash flow, their cash balances? voice-verified

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