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 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.
Appearances
Some companies
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are raising equity or tapping the debt markets.
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There's just a lot more skittishness around those kinds of things, even if there's continues to be a lot of long-term optimism that eventually all this AI infrastructure in CapEx will pay off.
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Yeah, chips are coming up their best ever quarterly gain.
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They remain extremely strong for this year.
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They've been excr incredibly volatile, especially if you look at them relative to software stocks.
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Basically if one of them is rising, the other one is falling, and vice versa.
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But overall, chips remain very strong this year, but with a lot of elevated volatility.
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Hey, yeah, so this has been a very volatile quarter for stocks, although the general move has been not just up, but dramatically up.
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But just to give you a sense of the volatility, just yesterday, the stocks at one point fell 3%, then a reverse course, and it ended up 3%.
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So a six percentage point swing within a day.
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And this isn't coming on any kind of fundamental change in the outlook.
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People are really having a lot of debates right now about how long is this AI CapEx going to
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stay at the level that it's been for the past few years.
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And it's not just at this level, but it's been accelerating.
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How much longer can we continue to expect that kind of spending acceleration going forward?
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And if it starts to slow down, does that mean that we're actually at peak earnings right now?
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And when that's the case, what is the outlook for the stocks, especially following the move that we've had?
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Yeah, so I'd say the real story this year has been, in particular, Micron, but also SanDisk, Western Digital, Seagate, all of these companies that are involved in memory and storage.
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People are really starting to appreciate how central this is when you're building out data centers.
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Showing 201–220 of 483 · page 11 of 25
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