What podcasts say about Alex Sherman

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

What Alex Sherman has said on podcasts

7 statements · 4 positive · 2 negative · 1 mixed

on Semiconductor stocksPositiveOct 23, 2026· Halftime Report
The semiconductor correction is worth buying into.
“this is a correction that's worth taking advantage of.”
Listen at 8:48
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
on Technology investor positioningNegativeOct 23, 2026· Halftime Report
Technology investor positioning has become excessively bearish.
“The positioning has already gone too far to the negative.”
Listen at 10:06
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
on Anthropic IPO and OpenAI funding roundPositiveOct 23, 2026· Halftime Report
Anthropic IPO and OpenAI funding would revive the AI trade.
“if Anthropic actually does go public before the end of November and if OpenAI closes this 30-ish billion dollar funding round, those two things happen and it erases this worry about is the funding out there and the trade's back on when that happens.”
Listen at 10:24
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
on Alphabet and comparable stocksPositiveOct 23, 2026· Halftime Report
Alphabet and comparable stocks are undervalued relative to expected growth.
“that multiples have compressed more than they should have for where growth rates are going.”
Listen at 20:05
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
on S&P 500 earnings valuationsPositiveOct 23, 2026· Halftime Report
Slowing earnings growth remains attractive at current multiples.
“you're decelerating to a growth rate combined with a multiple that to me is very attractive.”
Listen at 20:49
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
on Meta PlatformsNegativeOct 23, 2026· Halftime Report
Meta’s spending level is unattractive relative to returns.
“I'm not comfortable with the spend at a company like Meta”
Listen at 22:00
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
on Lockheed MartinMixedOct 23, 2026· Halftime Report
Lockheed Martin is somewhat expensive but attractive on PEG valuation.
“Lockheed Martin. We know what they do. Maybe a little pricey at 18 times, but the peg ratio is only 1.2.”
Listen at 41:38
Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26

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.