What podcasts say about Noah Weisberger
Every statement, with the speaker, the exact quote and the moment it was said.
What Noah Weisberger has said on podcasts
11 statements · 7 positive · 3 negative · 1 neutral
Quality hyperscalers and software stocks are outperforming weaker technology companies.
“the quality stocks on a relative basis, the hyperscalers in particular, software names are doing better. And I think that's probably a rational way to trade right here.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 3:50
The technology-sector pain will remain isolated rather than spread broadly.
“we're still betting on that that pin remains isolated”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 4:03
Pressure on lower-quality technology stocks will remain a headwind.
“I really do think this is going to remain a bit of a headwind.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 4:44
High-quality hyperscaler debt is viewed as sound credit.
“an incremental dollar going to a high-quality, even a hyperscaler. debt name, I think they'll be good on that credit”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 5:42
High-ROIC technology companies have outperformed and likely will continue doing so.
“high ROIC companies have done better than low ROIC companies within the tech sector. That's not something I would fade. I would imagine that pattern persists.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 7:23
Anthropic’s results alone will not fully determine overall AI demand.
“If the total market is rising, but Anthropic OpenAI are competing with open source models, then Anthropic's numbers alone won't be completely dispositive about the state of demand.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 8:43
Anthropic failing to come to market would signal weakness.
“If they do not come to market, that'll be a pretty negative sign.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 9:02
Hyperscalers can restore return on equity through revenue growth and margin expansion.
“The path back on a return on equity is by growing revenues and expanding margins.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 9:37
Technology valuations have fallen while earnings remain strong, so the market is not excessively valued.
“valuations have compressed pretty significantly over the last couple of months with earnings still strong. So this is not a toppy market.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 9:47
Chip-sector revenues and demand remain strong.
“the revenues are strong and demand remains strong.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 10:21
Higher chip demand flows directly into profits for supply-constrained companies.
“as demand goes up, that's... Straight profit to the bottom line for some of these companies.”
Open the episode · Bloomberg Surveillance TV: October 26th, 2026Listen at 10:51
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.