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

What it said was that Micron really deserves to have a multiple that's on par with Nvidia. voice-verified

I think it said it was looking for maybe 15 times estimated earnings, whereas as historically it gave it a five times estimated earnings multiple. voice-verified

So they are saying that Micron should be worth three times what it used to consider a fair valuation for the stock. voice-verified

That is a really significant change here, and it really is causing people to reevaluate how should we be valuing these companies? voice-verified

How should we be considering the nature of the market, the nature of this demand? voice-verified

And what does that really mean for growth going forward? voice-verified

Right now it's up in the air, but so far people seem extremely optimistic and extremely positive. voice-verified

Bloomberg Tech · Cerebras Goes Public in Year's Biggest IPO · 14 May 2026 podcast

Analysts are very positive and very optimistic that Cisco will be able to continue kind of putting up these numbers that we saw this past quarter. voice-verified

There is a lot of optimism that Cisco is now really part of the AI infrastructure firmament. voice-verified

It showed very strong demand, as you said, from the hyperscalers. voice-verified

It's pointing to very strong growth going forward. voice-verified

I think there's been a growing realization this year. voice-verified

That the sort of optical and networking companies are a huge part of the whole data center build-out. voice-verified

And obviously, we have seen no end of demand and growth for data centers related to AI. voice-verified

And Cisco's really well positioned in that. voice-verified

It's a legacy company, it has a wide uh product suite that people are using here. voice-verified

It seems very well positioned, and it does seem like analysts are really sort of um voice-verified

Very voice-verified

You know, seeing additional confirmation of this trend. voice-verified

Well, they talked about how they are really focusing and prioritizing AI. voice-verified

Showing 281–300 of 483 · page 15 of 25