Stephanie Flanders
speaker
1,268 appearances
173 recordings
4 series
first heard Aug 2025
last heard 31 Mar
Stephanie Flanders’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 — 172 in all, peaking in Jan 2026 with 99.
Appearances
Cinnamon has really moved to other parts of the market.
There's been rotations towards cyclical sectors.
There's been favoring within tech of companies like SanDisk and Micron, the memory and storage companies.
So there's been some changes in market leadership and momentum, but I do think people are expecting some pretty strong numbers out of the mega caps.
Of those mega caps and of the different data sets you track, what gets Ryan Vlastelica excited?
What is the kind of key thing that you'll be scanning at your desk next week?
Well, I think a major focus is going to be how much these companies continue to spend on CapEx, especially when it comes to AI.
And furthermore, the kinds of returns they're seeing on this.
If people start giving more pronounced guideposts to the kinds of returns they're seeing, how much they're able to monetize all this AI-related spending, I think
all of that is going to go a long way to sort of dictating sentiment towards AI over the coming months.
When it comes to Apple, a little bit of a unique situation there.
The real focus is going to be how much memory chip prices have increased in recent months.
If they indicate that that's going to be a real headwind to their margins or their overall growth, that's going to be something to watch there.
That was something we were thinking about with Intel and itself, the valuation got crazy more than TSMC.
Briefly, Ryan, where do we stand on valuations?
It does seem like a lot of people feel like Intel's valuation got kind of ahead of itself.
I think the stock rose about 180% off of a low hit last year.
That's a very steep move for a company of this type, especially one that's undergoing this sort of really fundamental and dramatic transformation.
There's a lot of skepticism still about how well they're going to be able to
get their foundry business kind of up and running and able to compete with some of the bigger players in the market.
Showing 881–900 of 1,268 · page 45 of 64
← Previous
Next →