What podcasts say about Asa Fitch

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

What Asa Fitch has said on podcasts

20 statements · 8 positive · 9 negative · 1 mixed · 2 neutral

on CoreWeavePositiveNov 1, 2026· WSJ's Take On the Week
CoreWeave is possibly the largest neocloud renting computing power for AI users.
“CoreWeave what it is today, which is possibly the largest of these so-called neoclouds, companies that rent out computing power for people who want to do AI.”
Listen at 4:00
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on CoreWeaveNeutralNov 1, 2026· WSJ's Take On the Week
CoreWeave rents computing power to AI labs including Anthropic.
“CoreWeave rents out that compute or computing power, as those who have discerning grammatical taste might say. AI labs like Anthropic, which just filed for its IPO.”
Listen at 4:24
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Demand for AI computing powerPositiveNov 1, 2026· WSJ's Take On the Week
Demand for AI computing power has not clearly declined.
“there hasn't really been a clear ebbing of demand for computing power for AI.”
Listen at 5:27
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on CoreWeaveNegativeNov 1, 2026· WSJ's Take On the Week
CoreWeave is heavily dependent on NVIDIA.
“it's heavily dependent on NVIDIA”
Listen at 6:16
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on CoreWeavePositiveNov 1, 2026· WSJ's Take On the Week
CoreWeave’s delayed-draw loans are relatively secure.
“those loans are like really if you really stand back and look at it they're quite secure”
Listen at 7:50
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on CoreWeaveNegativeNov 1, 2026· WSJ's Take On the Week
CoreWeave is heavily indebted, with debt-to-equity around eight to ten times.
“this company is heavily indebted. Like if you look at the debt to equity ratio, it's like, I don't know, it's like depending on which data source you look at, it's like eight or 10 times.”
Listen at 8:24
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Meta debt-to-equity ratioPositiveNov 1, 2026· WSJ's Take On the Week
Meta’s debt-to-equity ratio is below one times, around 36%.
“they're at like, I don't know, 36% or, you know, it's like, it's less than one times. on that ratio.”
Listen at 8:46
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on NVIDIA’s relationship with CoreWeaveNegativeNov 1, 2026· WSJ's Take On the Week
NVIDIA needs CoreWeave as an important customer outlet.
“NVIDIA needs CoreWeave”
Listen at 9:23
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on NVIDIA gross marginPositiveNov 1, 2026· WSJ's Take On the Week
NVIDIA’s gross margin exceeds 70%.
“Nvidia has a gross margin of greater than 70%.”
Listen at 9:46
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Large NVIDIA customers developing AI chipsPositiveNov 1, 2026· WSJ's Take On the Week
Large NVIDIA customers should develop their own AI chips to reduce costs.
“You'd be insane not to try to develop your own chips and save some money”
Listen at 9:57
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on CoreWeaveNegativeNov 1, 2026· WSJ's Take On the Week
Higher capital costs will make the future more difficult for CoreWeave-like companies.
“the future is going to look more difficult for a core weave the core weeds of the world”
Listen at 12:21
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Neocloud expansion financingNegativeNov 1, 2026· WSJ's Take On the Week
Inability to finance expansion could threaten neocloud business survival.
“if they can't do that or if it costs too much to do that you know it's really it's kind of a death knell for the business”
Listen at 13:05
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on CoreWeave and Nebius business diversificationNegativeNov 1, 2026· WSJ's Take On the Week
CoreWeave and Nebius lack substantial business diversification beyond AI computing.
“CoreWeave doesn't really, basically. So and Nebius is the same way.”
Listen at 16:15
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Neocloud companiesNegativeNov 1, 2026· WSJ's Take On the Week
Many neoclouds could fail, consolidate, or be acquired.
“It wouldn't be hard to see a future where a lot of these guys went out of business or were just consolidated or rolled into other. businesses”
Listen at 16:27
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Neocloud business models and assetsMixedNov 1, 2026· WSJ's Take On the Week
Some neocloud business models may fail while their assets are acquired by better operators.
“some of the neoclouds their business models just don't really work out but Their assets are taken over by others who can manage them more effectively.”
Listen at 17:57
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on AI companiesPositiveNov 1, 2026· WSJ's Take On the Week
Many AI companies will continue to possess valuable assets.
“a lot of these companies were, you know, are doing pretty well and in the end, and will continue to have assets that have value.”
Listen at 20:01
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Google TPUsNegativeNov 1, 2026· WSJ's Take On the Week
Google TPUs may be less fungible than other AI chips.
“those chips may or may not be as fungible, if you will, as other ones”
Listen at 21:19
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on Cloud providers’ software capabilitiesNeutralNov 1, 2026· WSJ's Take On the Week
Cloud providers compete through their software capabilities.
“in reality there is a um there's a competition between these companies on the software level”
Listen at 23:09
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on AI boomPositiveNov 1, 2026· WSJ's Take On the Week
Recent AI-market weakness does not indicate an immediate AI bust.
“there's nothing fundamentally here that says the AI boom is turning to a bust today”
Listen at 26:48
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?
on AI investment returnsNegativeNov 1, 2026· WSJ's Take On the Week
AI investment has not yet produced commensurate returns.
“There's no real commensurate amount of returns coming in.”
Listen at 27:34
Open the episode · Tech Stocks and AI Bonds Are Tumbling. Is the AI Trade in Trouble?

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.