What podcasts say about Desmond Stephens
Every statement, with the speaker, the exact quote and the moment it was said.
What Desmond Stephens has said on podcasts
109 statements · 66 positive · 34 negative · 3 mixed · 6 neutral
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”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 1:35
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”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 1:44
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”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 2:15
Xiaomi faces iPhone competition and higher component costs, with its stock in a year-long downtrend
“Xiaomi has to contend with the new model of iPhone phones that just came out. Also higher prices for components in its EV and phone business. And that stock just continues to get hit and has been a downtrend all year.”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 2:28
Japanese interest rates face substantial upward pressure
“there is a lot of upward pressure on rates”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 3:20
Japanese bank stocks rise when technology stocks sell off
“every time tech sells off, the Japanese banks take off on the other side”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 3:30
GPT-6 is the first LLM able to use third-party software like a human.
“this LLM is the first that can use software, other people's software, like a human would”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 1:04
GPT-6 use cases have expanded sharply after gaining access to third-party software.
“the use cases have really exploded from there”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 1:13
Long-running GPT-6 tasks are reviving demand for memory and compute.
“it's reignited the use case for memory and compute”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 1:19
Stocks downgraded during the current AI optimism will face harsh market treatment.
“the market is not going to be kind to you”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 2:10
Baidu’s exclusion from Southbound Connect surprised investors because of its size.
“Baidu is not in the southbound connect. which has come as a big surprise to everybody because of what a big stock it is.”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 2:22
China’s bank share placements replace shareholder capital and dilute existing bank shareholders.
“China is basically replacing shareholder capital with kind of long term government money. does dilute the banks”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 3:05
The capital injection increases banks’ capital adequacy and insurers’ solvency ratios.
“it does build up their capital adequacy ratios and their solvency ratios for the insurance companies”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 3:17
China’s weak growth and inflation may make a rate hike necessary.
“that may pre-figure a rate hike there because a rate hike in China is probably necessary at this point”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 3:25
The Bank of Japan faces strong pressure to act quickly to support the yen.
“the BOJ is under a lot of pressure to do something very quickly about the yen”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 4:38
Inaction by the Bank of Japan would shift pressure onto Japan’s finance authorities.
“if the Bank of Japan does not do something, the pressure will come completely on the Ministry of Finance and other government yen supporting organizations”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 4:50
AI-driven video content creation is becoming a popular theme in China.
“this is becoming a really popular theme in China, this driving content creation”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 0:48
AI-driven video content is helping Mango Media shares rise 20%.
“that's helping the shares of Mango Media, which is up 20%”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 0:57
The AI-video trend is lifting Minimax shares, which are up 4.5%.
“that's lifting Minimax, which is one of the listed LLM plays in the video space. is up 4.5%.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 1:09
ByteDance is the biggest player in the AI-video trend.
“the biggest player in the trend is not even listed, which is, of course, ByteDance, the maker of TikTok.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 1:26
AI-driven videos are causing huge demand for computer processing power.
“all these AI-driven cat videos are causing a huge demand for computer processing power”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 1:43
MediaTek stock is up 9.9% in Taiwan.
“that stock is limit up again in Taiwan, up 9.9%.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 2:05
Xi'an has shifted from technology innovator to ordinary fast-fashion company.
“The story of this company has changed from being a technology supply chain innovator to being basically just another fast fashion company.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 2:56
Xi'an's IPO performance is down 5%.
“Shin's IPO performance is a down 5% print really quite sobering.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 3:23
Alibaba has caught up with Xi'an through Taobao.
“Alibaba has caught up with its Taobao platform.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 4:22
PDD has caught up with Xi'an through Temu.
“PDD has caught up with its Temu platform.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 4:26
ByteDance's TikTok shopping platform has substantially caught up with Xi'an.
“Video sales have caught up in a really big way on the ByteDance TikTok shopping platform.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 4:29
Japanese semiconductor materials and testing stocks are extremely over-owned
“the Japanese semiconductor material space and semiconductor material and testing space is an extremely over-owned positioning space”
Open the episode · Advantest Lags, CXMT Swings, China Construction Bank BeatsListen at 1:13
Further Taiwanese or US regulatory penalties could affect Unimicron’s outlook.
“any further penalties or sanctions placed on the company by the Taiwanese or US regulators will be in focus.”
Open the episode · Unimicron Dives, CXMT Swings, Minimax JumpsListen at 1:24
Investors are shifting toward Japanese weak-yen beneficiaries such as Toyota Motors
“people are finding other stuff to buy in Japan, most notably the weak yen plays like Toyota Motors”
Open the episode · Advantest Lags, CXMT Swings, China Construction Bank BeatsListen at 1:35
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.