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

So as far as what's going to happen, it's voice-verified

Bloomberg Tech · Apple’s Big AI, Siri and Software Launch · 8 Jun 2026 podcast

I think there's a good portion of that in today's trading. voice-verified

I saw a lot of people talking about we were really overdue for a pullback, especially in the semiconductor sector, which has been so strong this year. voice-verified

I believe at one point it had nearly doubled. voice-verified

Best year since uh 1999, if I'm not wrong. voice-verified

Uh so I think a lot of people were really saying this kind of momentum is really unsustainable. voice-verified

So it's not surprising to see a pullback, at least in the short term. voice-verified

Of course, even with today's rebound, where do things go from here? voice-verified

There continues to be a lot of optimism about AI, about the demand for semiconductors that we're going to see there. voice-verified

And I saw today we had a report out that NVIDIA and Alphabet were considering using Intel as a backup chipmaker for their chips. voice-verified

Another very positive signal, at least for a single company, but one of the ones that has really been one of the notable outperformers. voice-verified

Yeah. voice-verified

Mm-hmm. voice-verified

And absolutely. voice-verified

And I think most people agree that there's just not enough supply on the market to meet all of this demand, which is something that speaks to the idea that we're gonna continue seeing this kind of growth and demand over a longer term period. voice-verified

People are thinking that if you look at some of the like memory and storage companies, which are another real momentum area of the market this year, they should continue to see these kinds of tailwinds through 2027. voice-verified

So while there are some concerns about, you know, is growth gonna eventually decelerate, are we gonna reach some kind of peak in terms of earnings or demand? voice-verified

There's at least a lot of optimism that at least for the neck you know the remainder of this year and next year, that trends remain pretty positive. voice-verified

Bloomberg Tech · SK Hynix, Micron Join $1 Trillion Market Cap Club · 27 May 2026 podcast

huge and growing appreciation of how central high bandwidth memory is to the overall AI infrastructure build out. voice-verified

These companies have seen absolutely massive demand and absolutely massive growth. voice-verified

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