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 if we do see a pullback there, we could see this inverse correlation work back in Apple's favor.
Well, I think these two earnings reports are really reinforcing how the AI trade, especially the AI infrastructure trade, remains very strong, and that is helping to kind of improve sentiment across a lot of the tech space right now.
Core We've gave a very strong forecast, as did Nebius earlier this morning, really highlighting how much demand there is for AI-related cloud computing services.
And then on the hardware side, you had an extremely
Robust forecast from Supermicro, really underlining in a different way how much demand there is for servers, for chips, all the different kind of physical infrastructure.
And I'd also flag Lumentum, the optical company, that's been a real area of focus for us lately.
Really we are seeing strength across the board for AI infrastructure.
Well, I think the major takeaway from Apple's report was how much the increase in memory prices is really starting to weigh on the company.
They talked a lot about component shortages.
People have been very concerned that the memory issue is going to really eat into their margins, potentially eat into demand.
But as we talked about a couple of days ago, the stock hadn't really been reflecting a lot of these concerns going into the report.
had a very strong month going into it.
I think just as part of the overall anti-AI sentiment.
Now it does seem like that has flipped again and people are sort of reassessing some of the issues that Apple is facing even as they continue to maybe take a new look at some of the AI names that had been selling off prior to this.
About how their chip business is starting to see pretty strong revenue there.
Overall, a very strong report out of Amazon.
I think it really highlights the divide we've seen this earnings season between the companies that are able to do a lot of AI-related spending, but make the case that they are justifying that with improved growth, with improved prospects.
So you'd put Amazon and Microsoft into one bucket.
Both of those companies really had powerful reactions.
to the results.
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