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

You mentioned the job cuts. voice-verified

It does seem like all of their investments are really geared toward this in-market in particular. voice-verified

So there is a lot of optimism about that. voice-verified

And I would just say, as I'm sure you remember, Cisco was one of the major companies of the dot-com era build-out. voice-verified

Now it saw huge growth at that time, and it only recently surpassed its dot-com era highs. voice-verified

certain amount of poetic justice I guess and the fact that AI is a thing that is finally bringing it back to record levels. voice-verified

It does seem like it is now becoming a real part of this technology build-out, just as it was in the internet tech build out. voice-verified

Bloomberg Tech · AI Dividend Proposal Roils Korean Market · 12 May 2026 podcast

Stock like this. voice-verified

Sure. voice-verified

So as you mentioned, Intel has seen some really tremendous momentum in the stock price over the past few weeks. voice-verified

I think it's up more than 200% since late March. voice-verified

So that's a very attractive opportunity for a lot of short sellers who are expecting that this momentum will not only reverse, but reverse in a pretty dramatic fashion. voice-verified

Because in addition to how much the stock has moved up, the multiple voice-verified

Is at an all-time high, over a hundred times estimated earnings. voice-verified

So you have a high valuation stock that's already seen some pretty significant gains. voice-verified

It's not really a surprise that people are betting on a reversal. voice-verified

Even though a lot of short sellers are saying when you have a company like this with so much positive momentum, so much fundamental momentum, it's very difficult to pick up top and really ride. voice-verified

the move down. voice-verified

So a lot of confusion here, but certainly some people are betting on a reversal. voice-verified

I would say that consensus is a little bit more muted on Intel relative to some other big tech names. voice-verified

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