What podcasts say about Celine Woo

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

What Celine Woo has said on podcasts

7 statements · 7 positive

on Semiconductor memoryPositiveOct 23, 2026· Bloomberg Surveillance
Memory is becoming a critical driver of AI performance.
“memory becomes the critical driver for the performance”
Listen at 15:06
Open the episode · AI Scares and Inflation
on AI market trendPositiveOct 23, 2026· Bloomberg Surveillance
The favorable high-level AI market trend is expected to continue.
“I expect the trend, the high-level perspective will remain the same.”
Listen at 16:08
Open the episode · AI Scares and Inflation
on AI investmentsPositiveOct 23, 2026· Bloomberg Surveillance
Investors should remain long AI but use concentrated, stock-specific exposure.
“You're smart. You're trying to be smart and long on the side, but you have to be more stock specific. You're actually concentrating the portfolio.”
Listen at 16:21
Open the episode · AI Scares and Inflation
on Hyperscaler capital expenditurePositiveOct 23, 2026· Bloomberg Surveillance
Hyperscaler capital expenditure is building full-stack AI capabilities.
“this CAPEX is to build the full stack capabilities”
Listen at 18:26
Open the episode · AI Scares and Inflation
on AutomationPositiveOct 23, 2026· Bloomberg Surveillance
Automation is critical for delivering customer productivity gains.
“automation is what is really critical to drive the productivity gains for the customers”
Listen at 19:00
Open the episode · AI Scares and Inflation
on Nvidia CorporationPositiveOct 23, 2026· Bloomberg Surveillance
Nvidia is Lazard’s top holding and central to automation and robotics.
“nvidia which is a household name which is our top holding name is at the center front and center powering this automation robotics as well”
Listen at 19:51
Open the episode · AI Scares and Inflation
on TSMC Arizona fabPositiveOct 23, 2026· Bloomberg Surveillance
TSMC’s Arizona fab can achieve effective operations better than expected.
“You can actually get that done much better than people's expectation”
Listen at 21:31
Open the episode · AI Scares and Inflation

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.