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
So this is certainly an interesting kind of setup for the stock right here.
Now, when I talk to people about what they're expecting, they do say, you know, the multiple does look low.
They say that, you know, we're
expected to have growth something around 90 this year that's supposed to slow and then keep slowing going forward so this is a company that's on sort of a path of growth deceleration but people still view it as a very high quality company especially within AI and chips it's certainly a lot cheaper than names like Intel or AMD so there's certainly a lot of people who continue to be very positive on it but the fact that we're seeing some air come out of it ahead of the report I just
It just shows you that maybe sentiment is just not what it was certainly a couple of years ago when NVIDIA was just the absolute hottest name around.
What I would say is really interesting is the degree to which Apple has become inversely correlated with the rest of tech, semiconductor stocks in particular.
So you're even seeing this today, where Apple is up a little bit, but the semiconductor index is down pretty significantly.
It does seem like whenever one part of the market is doing well, the other part is faltering.
And it really is an indication of how Apple has become
Something of an anti-AI stock.
So whenever you see the sentiment towards AI related companies like hyperscalers, like semiconductor companies, whenever those are doing well, that's when you see Apple really kind of pull back a little bit.
And then when you see that reverse, like today, Apple's doing well and the rest of the AI space is down.
It's really a reflection of sentiment towards AI overall, with Apple on the other side of that.
Well, it depends on who you're talking to.
If you're talking to someone who is very optimistic about the AI-related CapEx, if they're expecting this to really pay off with a strong return on investment, then they tend to be pretty positive about those companies, especially since their growth is more robust than Apple right now and um their valuations tend to be lower.
Whereas on the other side of that, if you're concerned about is this spending gonna pay off, is there some kind of you know bubble?
in the works here, then maybe you look at Apple, which is doing a ton of buybacks, which is more of a a lower grower but pretty steady there, you know, higher valuation, but seen as much more of a quality and kind of a safe haven trade.
So if you're concerned about the CapEx side of things, that's why you're seeing people rotate into Apple.
Well, people I spoke to said that if we did see another reversal in the AI ecosystem, Apple would probably benefit from this kind of trend.
It might have some muted downside just because it has no AI-related capex risk, it's not part of the AI disruption narrative, and it's not really part of that whole ecosystem.
Showing 21–40 of 483 · page 2 of 25
← Previous
Next →