What podcasts say about Brad Fisher
Every statement, with the speaker, the exact quote and the moment it was said.
What Brad Fisher has said on podcasts
57 statements · 48 positive · 4 negative · 2 mixed · 3 neutral
- on Market dislocationPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
The current market dislocation will seem insignificant in a few years
“in a couple years it'll feel like a blip on the radar”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 2:10
- on CPUs versus GPUsPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
CPUs perform orchestration more cheaply than GPUs
“they do it far more cheaply than a GPU counterpart”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 9:41
AMD Helios deployments will accelerate substantially in 2027
“2027 is really the year where you're going to see this take off and then some”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 13:18
- on AMD AI segmentPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AMD's relevant segment is expected to achieve triple-digit growth
“triple-digit growth for the, for the, um, segment is the expectation”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 13:23
- on Advanced Micro Devices, Inc. (AMD)MixedNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AMD is highly supply constrained
“AMD that's so supply constrained”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 17:03
- on AI infrastructure demandPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
There are not yet major cracks in AI infrastructure demand
“It doesn't seem like there are huge cracks forming on the demand side”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 17:14
- on AI infrastructure demandPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AI infrastructure demand indicators remain strong
“everything that needs to look good from a demand perspective looks good”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 18:49
- on Data-center buildoutPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Recent political signals support continued data-center buildout
“which does bode well for this buildout taking place in a bit more of a status quo way”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 21:22
- on AMD-Nvidia software gapPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AMD has substantially narrowed Nvidia's software and ecosystem gap
“AMD has made a ton of progress in closing that gap”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 26:27
- on AI infrastructure companiesNegativeNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AI infrastructure companies require cheap capital because many remain unprofitable
“access to cheap capital, especially because a lot of these companies are far from profitability”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 30:59
- on Advanced Micro Devices, Inc. (AMD)PositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AMD EPS will compound above 90% annually for two years
“they're going to compound EPS above a 90% clip for the next 2 years”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 35:46
- on AMD PEG ratioPositiveNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
AMD's PEG ratio is below 0.5x
“the PEG ratio is below 0.5x”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 35:50
- on Advanced Micro Devices, Inc. (AMD)MixedNov 9, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Brad is bullish on AMD but expects to monitor it closely
“it still is lean bullish, but it's, it's bullish with such a short leash”
Open the episode · AMD Had the Best Quarter in Its History. Then It Fell 17% in a Day | Ep 14Listen at 42:24
Palantir customizes use cases for commercial customers at scale.
“they have built a platform that allows them to do way more customizing and way more use case personalization for customers at commercial scale.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 5:57
Palantir has net revenue retention above 150 percent.
“150 plus percent net revenue retention for this company.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 6:28
Palantir helps enterprises combine models and optimize AI costs.
“Palantir is just a platform that helps make that easy and helps you optimize cost.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 14:21
- on Cheaper AI modelsPositiveNov 2, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Cheaper AI models benefit Palantir.
“cheaper models are very good for them.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 21:09
Palantir does not deserve to trade cheaply given its growth.
“there is no way in how it deserves to be cheap in any sense of the imagination.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 27:47
There is currently no evidence Palantir’s margins are being competed away.
“I don't see any evidence of that happening right now.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 28:44
Palantir deserves the highest valuation multiple among comparable companies.
“if any company in the planet deserves to be at the top of that list right now, it's Palantir.”
Open the episode · Palantir Might Be the Most Expensive Bargain in the Stock MarketListen at 33:38
Brad assesses Axon as an elite compounder with a long growth runway.
“it's a phenomenal company. It's one of those elite compounders that has, like you're saying, that the runway to grow for a very long time”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 0:32
- on Axon EnterprisePositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Axon’s most mature product is currently growing about 20%.
“their most mature product is growing at a 20% clip right now.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 5:55
Axon currently lacks a serious rival in its integrated public-safety platform.
“it doesn't feel like there is a serious rival for them.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 10:50
- on Axon EnterprisePositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Brad expects Axon to keep winning more public-safety contracts despite Motorola’s competition.
“it doesn't feel like there is a serious rival for them. And that's not to mention that that's not to say that Motorola isn't a good company, won't take their fair share of contracts like they have. It just feels like Axon is going to keep taking a lot more of them like they have.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 10:50
- on Axon AI planPositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Axon’s AI plan can automate administrative work and save public-safety staff time.
“The AI error plan allows them really to automate, like you said, a lot more administrative work, allows them to save a lot of time on tedious tasks”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 13:44
- on Axon AI planPositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Axon’s bundled AI plan creates highly sticky customer relationships.
“what it does is creates immensely sticky customers”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 14:40
- on Axon AI planPositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Brad believes Axon’s AI plan will increase customer dependence and future pricing power.
“they're creating even stickier, even more reliant, even more dependent relationships on their platform. so that they can flex their pricing power in the years to come.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 15:02
- on Axon Dedrone acquisitionPositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Axon’s Dedrone acquisition forms the basis of its counter-drone platform.
“they purchased or a company called d drone which is formed the the basis of their counter drone platform”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 17:43
- on Axon-Skydio drone partnershipNeutralOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Skydio supplies Axon’s drone hardware and docks, while Axon supplies software and operating systems.
“Skydio builds the hardware, builds the docks. Axon brings all the software and the operating system to it.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 24:15
- on Axon EnterprisePositiveOct 26, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Axon Prepared is easier to sell because it plugs into existing hardware systems.
“Prepared is a much easier sell. It is a plug-in to existing hardware systems.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 25:13
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.