What podcasts say about Anthony Stephens
Every statement, with the speaker, the exact quote and the moment it was said.
What Anthony Stephens has said on podcasts
80 statements · 46 positive · 24 negative · 4 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
Custom-chip adoption continues accelerating while NVIDIA chips remain sold out.
“this custom chip trend continues to accelerate even as NVIDIA's own chips are sold out.”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 1:09
Demand for computing power is currently nearly insatiable.
“there is pretty much insatiable demand for anything. regarding computing power.”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 1:16
Moderna is applying mRNA technology to skin-cancer treatment.
“you have had that mRNA technology that came out during COVID now finally being put to use for other things, most notably skin cancer in the case of Moderna.”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 1:55
Chinese pharmaceutical companies are succeeding in oncology.
“the Chinese success in the oncology space.”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 2:24
The oil-price drop tied to ceasefire talks disrupted energy-market positioning.
“this shock... kind of drop in oil on the talks of Pakistan and Oman mediating a ceasefire, it has really rocked positioning.”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 2:49
The US structural deficit and incoming AI debt are pushing yields higher.
“the structural deficit in the US is the big problem, pushing on yields alongside the kind of deluge of AI debt that's coming as well.”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 4:12
The unnamed actor may be trying to trigger a short squeeze.
“he may just be needing to trigger a short squeeze to get what he wants”
Open the episode · MediaTek Rises, Innovent Jumps, Woodside FallsListen at 4:44
Investors are rotating from Japanese technology stocks into banks to capture earnings growth and economic momentum.
“People want to stay in the market, so they're just rotating from one to the other. play the Japanese kind of earnings growth and economic momentum.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 1:02
Weakening technology momentum and drawdowns benefit Japanese banks.
“The tech boom itself is growing quite long in the tooth and you're seeing some pretty big drawdowns and not much news on some days. And whenever that happens, you see the banks benefit.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 1:17
Chinese electric-vehicle companies are struggling because of excessive competition.
“This kind of space has really struggled from the over-competition in the Chinese EV space.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 1:50
Competition in China’s EV sector benefits the country but harms sector profitability.
“It's good for the country, but it's bad for the sector in terms of profitability.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 1:55
Wuxi XDC reported exceptionally strong quarterly earnings and rose about 10%.
“They had a blowout earnings quarter. It was up around 10%.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 2:17
Yangtze Optical and Kingboard Laminates benefit as AI-related prices increase.
“And they're really benefiting now as everything AI increases in price.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 2:55
The ECB is hawkish while the Fed and FOMC are taking a wait-and-see stance.
“So you have a hawkish ECB into a Fed and FOMC that is kind of playing wait and see”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 3:45
Germany’s industrial-production data has improved substantially.
“Germany's data is much better in terms of the industrial production.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 3:57
European heavy industry is beginning to support energy and infrastructure expansion linked to AI.
“Europe's heavy industrials are really starting to play a role in the energy and infrastructure build out around the AI boom.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 4:04
Improving European conditions likely reduce the scope for further European weakness.
“And that probably raises the bar to any further European weakness.”
Open the episode · MUFJ Rises, Xpeng Drops, WuXi XDC JumpsListen at 4:17
Alibaba’s share sale equals roughly one-third of average Hong Kong market daily volume
“this is about one third of an average day's volume in the entire market”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 0:58
Alibaba shares trade below their 112.70 deal price
“It's broken the deal, which is at 112.70. It's trading at 112.20 as we speak.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:07
Alibaba’s share sale is dragging down Tencent and Meituan
“it's dragging down 10 cent, which is down 4%, Metuan, which is down 3%. and the HSTech index overall.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:20
The Alibaba block trade is hurting smaller China AI stocks
“Some of the smaller, less liquid names in the China AI space are also quite badly hit.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:26
Samsung’s buyback plan is less ambitious than SK Hynix’s policy
“it does seem a lot less ambitious than Hynix shareholder return policy”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:49
Concern over Korean companies’ capital allocation will continue affecting markets
“This concern is going to continue to roll through markets.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 2:39
Nvidia’s Vera Rubin server stack was recently delivered to Microsoft
“including the Vera Rubin kind of server stack, right, which recently got delivered to Microsoft”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 3:27
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.