Tom Gardner

speaker

979 appearances 13 recordings 1 series first heard Oct 2025 last heard 16 Aug

Tom Gardner’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 — 13 in all, peaking in Jul 2026 with 4.

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And these are...

Enterprises across every industry now are racing to introduce AI solutions into their product solution suite in life.

These are lucrative, resilient, and very distributed spends for a company like Google.

I'm not surprised to see the stock up here.

I think Google's business is looking very, very good today.

I do start by seeing incredible opportunities downstream.

We're seeing the AI infrastructure build out.

As you mentioned, the costs of memory are rising.

Companies like Micron, what an amazing stock it's been.

This is a company that has been through incredible cycles in its history.

It's now looking at a valuation in the hundreds of billions of dollars at Micron.

So I really like to look downstream.

There is a part of me that wonders when we're going to get some government intervention on the Mag7, because these are truly...

It's one of the largest monopolies.

They're competing with each other.

They're also drawing a lot of free data from the general public.

And I think there are going to be pressures coming to bear on some of the Mag7 companies from a regulatory standpoint.

Maybe not in the immediate future, but it's got to be coming.

But downstream in this CapEx spend, you have

you have construction companies, you've got HVAC, cooling, you have just tremendous opportunities in subcategories like photonics.

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