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
Now, there are some concerns that people have about Apple, notably the impact of higher memory prices, but I think Apple is so dominant in the hardware space that it's probably
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better able to weather some of this than some of the peers in the hardware space that are maybe geared towards lower income consumers.
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And then we have the foldable iPhone later on this year, which is expected to be coming at a high price point that might allow Apple to sort of pass on the impact of higher component costs to the consumer without it being sort of the sticker shock that you might see elsewhere.
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Yeah, I'd say that is very much the focus of this market.
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I think, especially after Alphabet reported last week and really underlined how much skepticism there is out there, how much growing skepticism there is towards all of the spending that's going on with AI.
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It's a real question mark for people right now.
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What is the spending outlook?
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What is it doing to cash flows?
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What kind of growth are they seeing because of this spending?
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What is the ROI?
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Are these stocks finally getting cheap enough that people are feeling more optimistic about jumping in?
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These are all gonna be very important questions and these are two of the biggest and most influential companies.
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So I don't know, maybe I'm just biased, but I do feel like that's gonna be the real takeaway from today, more so than the Fed.
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Well, I would go back to Alphabet last week.
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Alphabet was Alphabet's report was very strong on a lot of metrics.
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Cloud growth there grew more than 80%, and Alphabet is really seen as the leader in AI right now between Gemini, between its chips, between Cloud, Waymo, YouTube, so on and so forth.
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Microsoft and Meta don't really have those same kind of leadership qualities.
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So if Alphabet wasn't able to convince investors,
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That all of the spending it's doing is really paying off.
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It's going to be a harder hurdle from Microsoft and Meta.
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Showing 81–100 of 483 · page 5 of 25
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