Nicolas Owens
PersonHeard in 1 episode across 1 show since Oct 2026
Nicolas Owens is an equity analyst at Morningstar who covers the aerospace and defense sector, including companies such as Boeing and Airbus. He is known for financial analysis of industrial and aerospace companies.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 0 |
| Oct 2026 | 1 |
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What Nicolas Owens has said on podcasts
4 statements
SpaceX has a strong growth trajectory.
“they have a very strong trajectory.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 29:26
SpaceX could have $144 fair value under a server-rental-only scenario.
“I can get to $144 fair value if all they do is rent out Colossus for the next five years and never launch another satellite.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 33:10
Market economics will eventually cause AI-compute supply to catch up with demand.
“The sort of normal laws of the market would say that eventually an economics would drive supply catching up.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 33:46
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.
Episodes
1 episode featuring Nicolas Owens, newest first
