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 · Chip Stocks on Track for Best Quarter Ever · 30 Jun 2026 podcast

And these companies have seen astronomical growth, including Micron, with I believe it was just last week that its report came out. voice-verified

And it talked in a game of extremely robust forecast, really pointing to how they see voice-verified

visibility for a really extended period of time. voice-verified

This is a real change from the way Micron and other companies like this have historically operated, where they were far more cyclical, moving on consumer trends, including like phones, PCs, video game consoles, that kind of thing. voice-verified

What we've seen, Apple come out and they're increasing their prices for... voice-verified

Phones and iPads and so forth. voice-verified

Microsoft came out and said it's going to raise the price for the Xbox because of higher memory. voice-verified

This has really been the story right now. voice-verified

This has really been the bottleneck in the AI trade. voice-verified

There simply are not enough memory chips being made to meet all this demand, which means that demand is likely going to stay elevated for really the foreseeable future, probably into 2027, maybe into 2028. voice-verified

I've had some people say maybe as early as 2020, 30 is when this is really going to start to change. voice-verified

Well, I will say that most people are very confident about the fundamental story. voice-verified

So they do expect the CapEx to continue. voice-verified

They expect the demand to remain extremely high. voice-verified

The question, of course, is really how much will that continue to translate to the stocks the way they have been? voice-verified

I think there's a little bit more skepticism about that. voice-verified

Some of these stocks, including Intel, including Arm, they are very expensive on traditional valuation metrics. voice-verified

A company like Micron looks pretty cheap, but historically that's been a bad time to buy it because that signals it's more near peak earnings. voice-verified

But again, you go back to the question of, is this actually peak earnings or is this cycle very different than historical ones? voice-verified

And we're not anywhere near that kind of peak yet. voice-verified

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