What podcasts say about Carrie Firestone

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

What Carrie Firestone has said on podcasts

13 statements · 7 positive · 3 negative · 2 mixed · 1 neutral

on Micron TechnologyMixedOct 21, 2026· Halftime Report
Carrie Firestone says Micron’s valuation reflects doubts about sustained earnings growth.
“Micron's up 220% on the year. Yet trading at under 10 times earnings because there's so much skepticism about if they can really sustain the earnings growth.”
Listen at 10:18
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on AI-related public equitiesNeutralOct 21, 2026· Halftime Report
Carrie Firestone says investors have become more selective about AI stocks.
“discretion and discernment entered the investors' take on AI”
Listen at 11:50
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on AI tradeNegativeOct 21, 2026· Halftime Report
Carrie Firestone says the recent AI-trade decline is insufficient to constitute a meaningful discount.
“It's not enough. Like what happened over the last week is not a slap to the AI trade. It's not— there's not enough discount.”
Listen at 14:39
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on AI marketsMixedOct 21, 2026· Halftime Report
Carrie Firestone senses the AI market may be near a peak but lacks confirmation.
“I'm saying we haven't seen anything yet for like when— and I think we all have this sensation and all that can be is a sensation. We all have this sensation that we're somewhere around a peak”
Listen at 14:59
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Meta PlatformsPositiveOct 21, 2026· Halftime Report
Carrie Firestone expects Meta’s quarterly earnings to grow 24%.
“they should grow their earnings at 24% this quarter.”
Listen at 16:40
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Meta PlatformsPositiveOct 21, 2026· Halftime Report
Carrie Firestone favors Meta because its valuation and earnings growth appear relatively reliable.
“I think that you can get behind Meta. Because it's trading at— hold on, what's it at? It's at 21 times earnings right now. It's got double-digit earnings growth ahead. And that earnings growth to me is more reliable than other AI trades.”
Listen at 16:50
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Advanced Micro Devices, Inc. (AMD)PositiveOct 21, 2026· Halftime Report
Carrie Firestone is cautiously favorable toward AMD.
“I think you can get behind AMD probably.”
Listen at 17:08
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on AI-stock valuationsNegativeOct 21, 2026· Halftime Report
Carrie Firestone says uncertainty about AI spending suppresses valuations.
“What if that has an impact? There's a lot of what-ifs. So, you know, theoretical, all theoretical. And that's why this moment is hard. And that's why valuations are a little suppressed compared to what they were, because there's skepticism.”
Listen at 17:52
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Marriott InternationalNegativeOct 21, 2026· Halftime Report
Carrie Firestone says Marriott’s valuation is high and free-cash-flow yield is low.
“it's trading at 31 times earnings right now. And the free cash flow yield, which is a huge hurdle for us is down to 2.5%.”
Listen at 26:51
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Northrop GrummanPositiveOct 21, 2026· Halftime Report
Carrie Firestone views Northrop as attractively valued with high-single-digit growth ahead.
“this one's trading at 18 times earnings with a nearly 5% free cash flow yield, down 5% on the year. Also not, not double-digit earnings growth, but like high single-digit earnings growth ahead.”
Listen at 27:25
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Northrop GrummanPositiveOct 21, 2026· Halftime Report
Carrie Firestone says Northrop’s $110 billion pipeline makes earnings highly reliable.
“they have— and they actually just raised it in their earnings call— they have a $110 billion pipeline. So that's one where you can really think when I'm thinking about the earnings for the next 5 years, they're highly reliable.”
Listen at 27:38
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on Portfolio constructionPositiveOct 21, 2026· Halftime Report
Carrie Firestone recommends portfolios investors can hold through compounding.
“having a portfolio that you can live with, that you will loan and allow to compound for you and do the work as it sits.”
Listen at 40:39
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
on AlbertsonsPositiveOct 21, 2026· Halftime Report
Carrie Firestone views Albertsons as cheap with potential near-term upside.
“Albertsons, 5.1% yield, super cheap. A couple of good things happening that could give it a little boost.”
Listen at 42:44
Open the episode · Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26

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.