What podcasts say about Hamid Moghadam
Every statement, with the speaker, the exact quote and the moment it was said.
What Hamid Moghadam has said on podcasts
20 statements · 10 positive · 5 negative · 5 neutral
Rivian’s R2 is receiving strong customer acceptance.
“the R2 is getting received well”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 2:37
Rivian’s quarterly revenue should increase substantially to a record level.
“the revenues should be up pretty substantial, should be record revenues”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 4:01
Rivian will likely deliver near the low end of its guidance next quarter.
“they're probably going to be on the lower end of that guidance, the 23,000 range”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 5:56
Rivian would set another delivery record with 23,000 vehicles.
“even at 23,000, it's going to be another massive record”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 6:05
Insider share sales are normal across public companies, including Rivian.
“sales of the shares is the normal operating procedure of almost everybody in these companies, not just Rivian”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 8:14
Rivian’s technology has significant monetary value.
“Rivian has technology that is worth a pretty significant amount of money”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 9:56
Rivian will rank second to Tesla in autonomous-driving technology.
“I estimate that they will be the second to Tesla in building autonomy technology well ahead of all other car manufacturers”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 10:34
Most of SpaceX’s projected revenue increase comes from cancellable data-center rentals.
“the bulk of that $12 billion is coming from data center rentals on these short-term agreements that can be canceled in 90 days”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 14:44
SpaceX is not currently attractive to buy.
“SpaceX still does not feel like a buy”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 16:58
Tesla’s future revenue growth depends mainly on robotaxis and Optimus robots.
“the revenue growth basically has to come from robo taxis and Optimus robots”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 20:10
The Paramount-Warner Bros. merger has closed.
“the merger has now closed”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 25:40
Nike is unattractive to own at a price-to-earnings ratio of 22.
“this still doesn't seem like a great stock to own at a PE of 22”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 31:53
Lululemon appears more attractively valued than Nike.
“Lulu seems like a better deal here”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 33:14
Nvidia’s stock is beginning to gain momentum.
“NVIDIA is finally starting to gain”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 34:47
Electric vehicles will have multiple winning manufacturers.
“the future is EVs and we're going to have multiple winners”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 39:27
IREN’s alleged prolonged power outages are probably not real without company comment.
“if the company is not commented on it, I would be surprised. if it's a real thing”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 51:32
New data-center operators will struggle to compete with major hyperscalers.
“it's going to be tough for new data center players to... to be able to compete with amazon and google and uh microsoft and uh oracle and spacex”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 52:05
AI will play a major role in people’s lives.
“AI is going to be playing a very major part in our lives going forward”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 55:50
OpenAI’s math breakthrough does not change Micron’s investment thesis.
“the story on Micron doesn't change because of this in any way”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 56:23
Rivian’s current stock price may be its best relative to company performance.
“this might be the best stock price for Rivian based on where it's at that has existed”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 1:02:12
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.