What podcasts say about Aaron Back

Every statement, with the speaker, the exact quote and the moment it was said.

What Aaron Back has said on podcasts

8 statements · 3 positive · 3 negative · 2 neutral

on Nvidia CorporationNegativeAug 30, 2026· WSJ's Take On the Week
NVIDIA’s margins are expected to decline as memory prices rise.
“their margins are going to fall”
Listen at 3:47
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on Nvidia CorporationPositiveAug 30, 2026· WSJ's Take On the Week
NVIDIA is currently growing extremely rapidly.
“for the time being, they're growing like gangbusters”
Listen at 3:52
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on Big internet companies’ AI spendingNegativeAug 30, 2026· WSJ's Take On the Week
Microsoft, Google, and Meta cannot sustain current spending growth indefinitely.
“this pace of spending by the big internet companies, Microsoft, Google, Meta, it can't keep growing at this pace”
Listen at 4:15
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on NVIDIA circular financingNegativeAug 30, 2026· WSJ's Take On the Week
A slowdown could hurt NVIDIA through both demand and financing exposure.
“the risk is that NVIDIA could kind of get hit twice”
Listen at 5:13
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on AI services demandNeutralAug 30, 2026· WSJ's Take On the Week
End-customer payment for AI services will determine AI demand sustainability.
“that's what's going to ultimately determine how sustainable this whole thing is”
Listen at 5:54
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on Broadcom Inc.NeutralAug 30, 2026· WSJ's Take On the Week
Broadcom is a major AI chip maker competing with NVIDIA.
“it's also a major AI chip maker. They compete with NVIDIA.”
Listen at 6:43
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on Broadcom Inc.PositiveAug 30, 2026· WSJ's Take On the Week
Broadcom’s underlying earnings look extremely strong despite stock selloffs.
“the underlying earnings. look extremely strong.”
Listen at 7:00
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally
on Broadcom Inc.PositiveAug 30, 2026· WSJ's Take On the Week
Investors will watch whether Broadcom extends chipmakers’ recent rally.
“people are going to look to see if the sort of chip makers can keep the hot streak going with Broadcom this week”
Listen at 7:20
Open the episode · How AI Speculation Is Fueling the Small-Cap Stock Rally

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.