Desmond Stephens

What Desmond Stephens has said on podcasts

109 statements

1. on Z.AI and Minimax equity financingNegativeSep 10, 2026· Stock Movers

   Z.AI and Minimax will likely need to raise new equity capital amid AI competition

   “they seem locked into this AI arms race and look very likely to have to raise new equity capital”

   Listen at 1:35

   Open the episode · Minimax Down, Nintendo Drops, MUFG Dips
2. on Zhipu AI (Z.ai)NegativeSep 10, 2026· Stock Movers

   Z.AI and Minimax may sell more shares when their lockup period arrives

   “these two companies still sitting on triple digit gains for the year come into lockup period and sell more shares”

   Listen at 1:44

   Open the episode · Minimax Down, Nintendo Drops, MUFG Dips
3. on NintendoNegativeSep 10, 2026· Stock Movers

   Higher component prices and a stronger yen are hurting Nintendo

   “Nintendo is down 5.2% as it gets crushed between these higher prices for components and the stronger yen”

   Listen at 2:15

   Open the episode · Minimax Down, Nintendo Drops, MUFG Dips

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.

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