What podcasts say about Mandeep Singh
Every statement, with the speaker, the exact quote and the moment it was said.
What Mandeep Singh has said on podcasts
20 statements · 11 positive · 8 negative · 1 neutral
NVIDIA is executing strongly and central to the AI infrastructure build-out.
“this company with over a $350 billion run rate now. is really executing very well, and it is at the front and center of this big AI infrastructure build-out.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 1:18
NVIDIA will backstop data-center investment and help AI labs raise financing.
“NVIDIA will be that backstop in terms of filling in some of the investment requirements and then helping these labs raise funding from private capital and other sources.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 2:26
Major AI model trainers use their balance sheets to support the surrounding ecosystem.
“all these major players who are training the models are kind of using their balance sheet in an effective way to prop up the ecosystem around that.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 3:06
CrowdStrike’s reported growth has not reflected heightened cybersecurity demand.
“CrowdStrike hasn't really shown that in their numbers. They're still growing top line at mid-20%, which is healthy.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 3:51
CrowdStrike’s growth is unimpressive relative to its premium valuation.
“mid-20% growth for a company of CrowdStrike's size doesn't seem that impressive. And it's already trading at a very... premium valuation multiples.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 4:09
Higher enterprise cybersecurity spending could improve CrowdStrike’s stock sentiment.
“that may help the stock sentiment.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 4:33
Marvell’s top-line growth will accelerate as custom-silicon demand expands.
“suggests to me that Marvell will see accelerating top line as well.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 5:21
Marvell now has more customers, including Google as a major customer.
“they have more customers now than they had previously. And Google is obviously a big customer.”
Open the episode · Week Ahead: Nvidia, Crowdstrike, Marvell TechnologyListen at 5:26
Microsoft has the lowest earnings expectations among the discussed companies.
“where expectations are really low, I would say it's Microsoft for me”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 1:31
Microsoft shares will react negatively to a significant capital expenditure increase.
“I expect a negative reaction if they significantly raise their capex”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:20
Microsoft must demonstrate Azure growth in its earnings report.
“Microsoft has to show Azure growth”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:50
Azure growth has been approximately 40%.
“that Azure growth has been more like around 40%”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:53
Google reported approximately 82% cloud growth in the second quarter.
“Google posted cloud growth of around 82% in their second quarter”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:56
Meta currently has no cloud business.
“For Meta it's even higher because they don't even have a cloud business”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 3:40
Meta shares will react negatively if it raises second-half capital expenditure.
“if Meta comes out and says they are raising their capex for second half, I totally expect a negative reaction”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 4:13
Meta plans to monetize its Musepark model through APIs and cloud rentals.
“they're looking to monetize that through API use and also get into cloud rentals like the NEOC clouds”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 4:42
Google may rent computing capacity from Meta in the near term.
“we expect maybe Google may end up renting Compute from Meta in the near term”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 5:10
Meta intends to enter the cloud-rental business.
“Meta wants to get into cloud rental business”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 5:21
Apple is unlikely to deliver upside despite expected double-digit growth.
“it'll be hard for them to come up with any upside”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 6:10
Apple is unlikely to produce major positive earnings surprises.
“it'll be hard to see any big positive surprises coming out of Apple”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 6:25
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.