CJ Muse

What CJ Muse has said on podcasts

11 statements

1. on TSMC capacityNegativeAug 31, 2026· Bloomberg Surveillance

   TSMC capacity is effectively sold out through 2029.

   “TSMC is effectively sold out until 2029.”

   Listen at 13:24

   Open the episode · Bloomberg Surveillance TV: August 31st, 2026
2. on Frontier AI model developersPositiveAug 31, 2026· Bloomberg Surveillance

   Frontier-model developers are seeking maximum compute as quickly as possible.

   “they are trying to get as much compute as fast as they can.”

   Listen at 13:49

   Open the episode · Bloomberg Surveillance TV: August 31st, 2026
3. on AI-related stocksPositiveAug 31, 2026· Bloomberg Surveillance

   AI-related stocks are very cheap if spending extends through 2030 and beyond.

   “if you think this can extend into 2030 and beyond, then these stocks are incredibly cheap.”

   Listen at 14:21

   Open the episode · Bloomberg Surveillance TV: August 31st, 2026

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.

• Aug 31, 2026Markets question the Fed as AI and oil face hard constraintsBloomberg SurveillanceAug 31, 2026Guest