Tom Giles
speaker
464 appearances
7 recordings
4 series
first heard Oct 2025
last heard 7 Jul
Tom Giles’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 — 7 in all, peaking in Jun 2026 with 3.
Appearances
The point here is, as you said, there was an expectation for revenue forecast for the current quarter at about $17.2 billion.
You come in at $16 billion.
Still a pretty impressive number.
Yes.
Let's be fair.
The demand is there.
Nobody's worried about things dropping off a cliff.
But this stock is priced for perfection.
In the run-up to these earnings, that company added $270 billion in market capitalization.
Yes.
That is just another reminder of how much people are anticipating and expecting this demand to continue.
Chips are a very cyclical industry.
I was on yesterday.
Last night, we had Sreber's CEO.
We're going to listen to him in a little bit.
I asked him, basically, are we in a bubble?
People are concerned about the sustainability of this rally.
People are concerned about the sustainability of demand.
Right.
His point is we're in the opposite of a bubble.
Showing 21–40 of 464 · page 2 of 24
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