What podcasts say about Anthony Stevens
Every statement, with the speaker, the exact quote and the moment it was said.
What Anthony Stevens has said on podcasts
545 statements · 306 positive · 195 negative · 20 mixed · 24 neutral
Investor interest has shifted toward companies building and powering AI data centers.
“interest has moved on to what is going to build and power these data centers”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 1:02
Construction-related stocks are outperforming amid the AI infrastructure rotation.
“that kind of construction name outperform”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 1:13
Money is leaving technology stocks despite continued AI-infrastructure fundraising.
“Money is coming out of the tech space despite continued capital raising in AI infrastructure.”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 1:51
Mistral’s model strengthens cybersecurity and regulatory compliance.
“cybersecurity has been beefed up. The regulatory compliance has been beefed up.”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 3:37
Mistral’s model scores strongly on cybersecurity and regulatory compliance.
“the scores on that front are very strong”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 3:41
Mistral’s model trails Chinese and US open-weight models in performance.
“on a pure performance basis, it lags the Chinese and the US models on the open weight side”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 3:43
Mistral’s open-weight model allows users to host models themselves.
“as an open weight, allow people to host their own models”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 3:51
Self-hosting could differentiate Mistral’s model in Europe.
“that could be an important differentiator in Europe”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 3:58
Demand for sovereign AI is growing.
“there is a little bit of demand for sovereign AI that is growing”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 4:06
Sovereign AI could become a market vertical for Mistral.
“this could be a kind of vertical for this company to explore”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 4:09
Mistral still needs to improve capability relative to US and Chinese models.
“in terms of pure capability, there is still some room to catch up to the US and China”
Open the episode · Weichei Power Up, SK Hynix Falls, Genscript Biotech DropsListen at 4:13
Reduced macro headwinds are supporting AI-related trades
“We do have a removal of some of the macro headwinds that were keeping the AI story on the back foot”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 0:56
Lower yields and weak jobs data helped lift the Nasdaq
“that allowed the Nasdaq to track materially higher”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 1:10
TDK rose 7% following positive AI revenue guidance
“leadership on that was led by TDK in Japan, up 7% on positive AI revenue guidance”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 1:33
Advantest rose 4% after Teradyne reported a strong showing
“Advantest was up 4% after very strong showing by Teradyne”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 1:39
Taiwan’s market is reaching a new record
“Taiwan, which needs absolutely no help, is moving to a new record”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 1:47
The market is strongly positive on Taiwan’s printed-circuit-board sector
“the Street comes in, it's very strongly positive that space”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 1:55
China’s Hong Kong market continues to underperform Asia
“China continues to lag the rest of Asia in the Hong Kong market”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 2:15
There is no optimism around China’s consumer sector
“there really is absolutely no kind of optimism around the China consumer story”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 2:41
Higher oil prices harmed India’s rural consumption
“India's rural consumption story has been, you know, the big victim of the, of the rise in oil prices”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 3:11
Poorer Indian consumers sharply reduced spending and borrowing
“People cut back— the poorest portions of the Indian consumer cut back their spending pretty sharply and with it their lending”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 3:18
India’s rural lending impulse has begun recovering
“there is some evidence that this has started to come back”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 3:37
Bank of India shares rose 3%
“Bank of India is up 3%”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 3:47
Punjab National Bank shares rose 2%
“Punjab National Bank is up 2%”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 3:48
India’s PSU banks are leading the market’s post-holiday recovery
“this sector, which is called the PSU banks, is leading all of India on the resumption after the holiday”
Open the episode · TDK Soars, JD.com Falls, Bank of India RisesListen at 3:51
Broadcom plans a $60 billion capital raise to supply Anthropic chips
“a $60 billion capital raising by Broadcom to supply chips to Anthropic”
Open the episode · Advantest Rises, HSBC Drops, S-Oil jumpsListen at 1:05
Higher US-linked rates pressure Hong Kong property, consumers, and bank lending
“as these interest rates go higher, the property market here is struggling. The consumer market is struggling. And incremental new bank lending in the city may be constrained.”
Open the episode · Advantest Rises, HSBC Drops, S-Oil jumpsListen at 2:38
Global refined-product supplies are currently tight
“refined products are in short supply across the world”
Open the episode · Advantest Rises, HSBC Drops, S-Oil jumpsListen at 3:23
Refiners could earn unusually large profits if US diesel exports are restricted
“most of the huge gains are in refiners, which stand to make some bumper profits if the U.S. does restrict diesel exports”
Open the episode · Advantest Rises, HSBC Drops, S-Oil jumpsListen at 4:07
Banks may face slower rate hikes while sustaining long-end investment losses.
“Banks now face the prospect of potentially having a slower bunch of rate hikes across the DM world while still taking investment losses on the long end.”
Open the episode · Micron Rises, Northern Star Resources Falls, Samsung UpListen at 2:51
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.