Samir Chaudry

speaker

356 appearances 3 recordings 3 series first heard Oct 2024 last heard 3 Jun

Samir Chaudry’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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TBPN · Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good · 3 Jun 2026 podcast

And it's it's.

The things that are going up are kind of historically stocks that retail would have never thought of.

And a lot of them, like SanDisk and Micron.

I know one woman who's like, I inherited an account from my grandparents that had a ton of Intel, Micron, and SanDisk.

And I'm like, yeah, it's literally 75-year-old people were owning these stocks because they thought they were reliable bellwethers.

And these are the things that are up 300%.

So I think just like the market composition is really different.

You know, if you look at Coinbase, it's like got substantial sequential revenue deceleration.

So, you know, people are not investing in Solana, they're investing in HPE.

And so, you know, the sort of B2B focus of the markets has completely changed.

And I think that's going to continue to be the case.

Like I think

I think people are going to continue to engage with extremely complex equity stories in a way that they just never would have before.

And I think that benefits a lot of... For example, in my industry, I think it is going to benefit...

coins with more complex technology stories.

I think Zcash is a good example where it's like, okay, there are encryption technologies that are moving forward that are esoteric, that are hard to understand, that wouldn't have generated engagement before, but now the UX of the user interacting with it is like, I just copy pasted this into cloud and it says it's the best.

You know, I want to say lore becomes less important just because the stories that I just shared with you, you know, like HPE or some of the Intel, like nobody knows who Intel CEO is, right?

It's like nobody is like invested in this story.

I think people just don't know, right?

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