What podcasts say about Angelo Zino
Every statement, with the speaker, the exact quote and the moment it was said.
What Angelo Zino has said on podcasts
17 statements · 11 positive · 5 negative · 1 neutral
Hyperscalers plan to spend more on AI infrastructure than previously expected.
“hyperscalers are planning to spend much more than maybe we previously anticipated”
Open the episode · Jackson Hole PreviewListen at 12:32
NVIDIA’s AI content growth is expected to continue exceeding expectations.
“we see no signs of that letting up as we kind of look here over the next couple of iterations”
Open the episode · Jackson Hole PreviewListen at 13:14
NVIDIA’s valuation multiple remains compressed because of competitive and financing concerns.
“the multiple remains compressed based on some of those concerns”
Open the episode · Jackson Hole PreviewListen at 14:11
Hyperscaler growth is expected to approach 50% next year.
“the growth rate from the hyperscalers going into next year, let's call it closer to 50%”
Open the episode · Jackson Hole PreviewListen at 15:00
NeoCloud growth is expected to reach roughly 90–100% next year.
“for some of the non-hyperscalers, those neoclouds, you'll see significantly higher growth. Let's call it closer to 90% to 100%”
Open the episode · Jackson Hole PreviewListen at 15:06
NVIDIA faces risk if AI infrastructure capacity becomes overbuilt.
“it is a risk. It is absolutely a risk if we get to a point where we overbuild”
Open the episode · Jackson Hole PreviewListen at 16:43
China currently contributes virtually no revenue to NVIDIA’s data-center business, leaving upside.
“virtually no revenue coming from China at this point in time is all upside”
Open the episode · Jackson Hole PreviewListen at 17:23
NVIDIA will have to pursue growth without China because U.S. policy will restrict access.
“they're going to have to do it without China because there's no way, you know, we think the U.S. government is going to allow that to happen”
Open the episode · Jackson Hole PreviewListen at 18:02
AMD is expected to become a stronger competitor over the next several years.
“You're going to see them really come on hard, I think, over the next couple of years”
Open the episode · Jackson Hole PreviewListen at 18:55
Interest rates are expected to decline next year.
“Our call is that interest rates kind of decline going into next year”
Open the episode · Jackson Hole PreviewListen at 23:01
No interest-rate hike is expected this year.
“We don't believe we're going to get a rate hike this year”
Open the episode · Jackson Hole PreviewListen at 23:05
A rate cut is expected in the first half of 2027.
“We believe a rate cut is next in line. And we think that happens in the first half of 27”
Open the episode · Jackson Hole PreviewListen at 23:07
Recent favorable inflation readings are expected to continue through fall.
“I think the recent prints is just a start of a trend. And I think it will continue throughout this fall”
Open the episode · Jackson Hole PreviewListen at 23:15
A 5–7% market correction around the midterms would be normal.
“5% to 7% correction would not be. abnormal by any means”
Open the episode · Jackson Hole PreviewListen at 24:50
Florida State has less financial capacity than some major competing schools.
“we don't have the money that some of these other big schools have”
Open the episode · Jackson Hole PreviewListen at 26:02
North Florida’s Gulf-to-I-10 region is experiencing rapid economic growth.
“That is the next frontier of Florida is all North Florida going towards I-10 from the Gulf. And it is on fire.”
Open the episode · Jackson Hole PreviewListen at 26:51
Bond-market support and dollar weakness will import inflation into the United States.
“it is going to import inflation into the US too”
Open the episode · Jackson Hole PreviewListen at 33:56
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.