What podcasts say about Amrita Roy

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

What Amrita Roy has said on podcasts

13 statements · 11 positive · 1 negative · 1 mixed

on S&P 500 AI-led rallyPositiveOct 13, 2026· Investing Experts
AI and technology drove the S&P 500’s recent record while other sectors largely did not participate.
“the AI trade led the way, while other... Other sectors like financials, industrials, small cap, you name it, they pretty much did not participate at all.”
Listen at 1:28
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI marketsPositiveOct 13, 2026· Investing Experts
The current AI market is not in bubble territory.
“I just personally don't believe that we are in a bubble at all, right now at least.”
Listen at 3:29
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI revenuePositiveOct 13, 2026· Investing Experts
AI revenue is currently doubling approximately every 7.2 months.
“AI revenue, it is doubling every 7.2 months at the moment.”
Listen at 3:41
Open the episode · S&P hits all-time highs, AI trade does all the work
on S&P 500PositiveOct 13, 2026· Investing Experts
The S&P 500 will likely rise to approximately 8,000–8,100 before pulling back.
“there is probably still a marginal high left for the S&P 500. So I think we... probably will still move higher from here, possibly 8,000, 8,100.”
Listen at 4:15
Open the episode · S&P hits all-time highs, AI trade does all the work
on S&P 500NegativeOct 13, 2026· Investing Experts
The S&P 500 is expected to decline 5%–15% after its next marginal high.
“We are expecting probably a 5% to 15% pullback in the index after that”
Listen at 4:24
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI trade pullbackPositiveOct 13, 2026· Investing Experts
The expected market pullback would create an attractive long-term AI investment opportunity.
“we will be very bullish in that pullback and view that as a tremendous long-term setup.”
Listen at 5:12
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI market bubbleMixedOct 13, 2026· Investing Experts
The AI market will eventually reach bubble conditions, but has not reached them yet.
“I do think we will eventually get there. Are we there yet? Not at all.”
Listen at 9:14
Open the episode · S&P hits all-time highs, AI trade does all the work
on Hyperscaler operating leveragePositiveOct 13, 2026· Investing Experts
Hyperscalers’ operating leverage will turn positive within roughly 18 months.
“your operating leverage will actually turn positive within a year, within probably 18 months or so.”
Listen at 10:51
Open the episode · S&P hits all-time highs, AI trade does all the work
on Hyperscaler free cash flowPositiveOct 13, 2026· Investing Experts
Hyperscalers are approaching a positive free-cash-flow inflection.
“a free cash flow inflection is definitely coming”
Listen at 10:57
Open the episode · S&P hits all-time highs, AI trade does all the work
on Meta stockPositiveOct 13, 2026· Investing Experts
Meta’s stock could exceed $1,000 within roughly a year.
“there's a clear path for Meta in the coming months, quarters, or a year to be $1,000 plus stock, in my opinion.”
Listen at 24:39
Open the episode · S&P hits all-time highs, AI trade does all the work
on FacebookPositiveOct 13, 2026· Investing Experts
Meta is an immediate beneficiary of agentic AI adoption.
“Meta is one of the immediate beneficiaries of agentic AI, in my opinion.”
Listen at 24:51
Open the episode · S&P hits all-time highs, AI trade does all the work
on CloudflarePositiveOct 13, 2026· Investing Experts
Cloudflare’s long-term outlook is favorable.
“I think the long-term picture looks great.”
Listen at 27:07
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI workforce adaptationPositiveOct 13, 2026· Investing Experts
Workers must continuously upskill and learn to use AI as conditions change.
“we're in an environment where we have to be constantly upskilling and just know how to use AI.”
Listen at 50:03
Open the episode · S&P hits all-time highs, AI trade does all the work

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.