What podcasts say about Carol Schleif
Every statement, with the speaker, the exact quote and the moment it was said.
What Carol Schleif has said on podcasts
6 statements · 1 positive · 4 negative · 1 neutral
Semiconductors are supported by a reassuring long-term secular trend
“we're stuck in this, in this very reassuring, if you will, long-term secular trend”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 7:00
The current earnings season will probably be especially important
“this will probably be the most important earnings season”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 8:08
Market volatility is likely to increase through the midterms and year-end
“we wouldn't be surprised at all to see increased volatility, not just through the midterms, but here to year end”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 9:43
Higher component costs will temporarily affect companies
“We're going to see that temporarily”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 10:52
Cost pressures from AI infrastructure investment will last beyond one quarter
“that stuff takes time. So I would think that's with us for more than just this quarter”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 11:01
Technology valuations have declined substantially relative to earnings
“the valuations have come down pretty starkly in the last You know, quarter by quarter”
Open the episode · AI Boom: Bigger Infrastructure, Bigger FortunesListen at 11:30
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.