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.

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Bloomberg Tech · AI Trade Stumbles as Chip Stocks Slide · 28 Jul 2026 podcast

Some of these names rose two, three, fourfold, even more than that. voice-verified

So one I would highlight is Sand Disc. voice-verified

I believe it's on track for its third straight session with a double-digit drop. voice-verified

It's lost a third of its value in just the past couple of days. voice-verified

These are pretty remarkable moves. voice-verified

And again, it does come after an extremely strong first half of the year. voice-verified

Memory has been very much in focus throughout. voice-verified

2026, there's been so much demand for these components, which are a part of the AI data center build-out. voice-verified

We've also seen really higher prices as a result for these components. voice-verified

DRAM prices, I think, are up something like 800% since the end of August. voice-verified

So, amid all of that, it maybe isn't surprising to see them pull back some just because of how well they've done. voice-verified

But again, with prices up so much, there are some. voice-verified

Some concerns about really how much can uh companies absorb these higher prices? voice-verified

And again, what does that mean for their outlook? voice-verified

How much has already been priced in? voice-verified

Is it some kind of blue sky optimistic scenario? voice-verified

And if not, then you really need to assess maybe are these companies trading at peak earnings? voice-verified

And if they are, what is their outlook? voice-verified

What is a fair valuation for them? voice-verified

I think that's why you're just seeing so much heavy volatility really in both directions, but lately it's really been to the downside. voice-verified

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