What podcasts say about Scarlet Fu
Every statement, with the speaker, the exact quote and the moment it was said.
What Scarlet Fu has said on podcasts
15 statements · 6 positive · 7 negative · 2 neutral
NVIDIA’s data-center revenue estimate is $85 billion.
“the revenue estimate there is 85 billion dollars”
Open the episode · Nvidia Drops, Intuit Slumps, J M Smucker Rises on Positive Full Year OutlookListen at 1:07
NVIDIA’s margins will indicate how much pricing power it retains.
“that will tell us kind of how much pricing power Nvidia still has”
Open the episode · Nvidia Drops, Intuit Slumps, J M Smucker Rises on Positive Full Year OutlookListen at 1:17
NVIDIA is no longer the biggest driver of daily equity-market moves.
“Nvidia is no longer the biggest driver of day-to-day moves in equity markets”
Open the episode · Nvidia Drops, Intuit Slumps, J M Smucker Rises on Positive Full Year OutlookListen at 1:52
Momentum is slowing in Intuit’s QuickBooks and TurboTax products.
“there is very much slowing momentum in QuickBooks and TurboTax”
Open the episode · Nvidia Drops, Intuit Slumps, J M Smucker Rises on Positive Full Year OutlookListen at 2:40
Tariff refunds are helping J.M. Smucker’s bottom line.
“tariffs also helping the bottom line for his mucker here”
Open the episode · Nvidia Drops, Intuit Slumps, J M Smucker Rises on Positive Full Year OutlookListen at 3:39
McDonald's appointed Sky Anderson president of its U.S. business.
“McDonald's named a longtime executive, Sky Anderson, president of its U.S. business.”
Open the episode · McDonald's Rises; Caterpillar Surge; Palantir ForecastsListen at 1:29
McDonald's customers who visited bought more expensive items.
“people who did show up bought pricier items.”
Open the episode · McDonald's Rises; Caterpillar Surge; Palantir ForecastsListen at 1:44
Palantir's earnings report shows no signs Anthropic is taking its business.
“no signs of that in this earnings report.”
Open the episode · McDonald's Rises; Caterpillar Surge; Palantir ForecastsListen at 3:24
Wayfair U.S. sales grew at their fastest rate in five years.
“Wayfair said sales in the US grew at their fastest clip in five years.”
Open the episode · McDonald's Rises; Caterpillar Surge; Palantir ForecastsListen at 3:58
Wayfair is avoiding tariff and fuel-cost harm affecting furniture retailers.
“Somehow Wayfair is not.”
Open the episode · McDonald's Rises; Caterpillar Surge; Palantir ForecastsListen at 4:28
Netflix expects third-quarter revenue and profit growth to slow, with 11.7% revenue growth.
“Netflix says it expects revenue and profit gains to slow in the third quarter, forecasting revenue growth of 11.7%.”
Open the episode · Netflix Shares Tumble; SpaceX Set to Wipe Out $1 Trillion; Yum! Brands' Taco Bell OutbreakListen at 1:12
Netflix faces substantially more competition than when it launched.
“it's got so much more competition than it did when it first started”
Open the episode · Netflix Shares Tumble; SpaceX Set to Wipe Out $1 Trillion; Yum! Brands' Taco Bell OutbreakListen at 2:16
Evercore is reducing Yum Brands’ third-quarter same-store sales estimates.
“Evercore cutting third quarter same store sales estimates for Yum Brands because of that.”
Open the episode · Netflix Shares Tumble; SpaceX Set to Wipe Out $1 Trillion; Yum! Brands' Taco Bell OutbreakListen at 3:23
Used cars remain very expensive.
“used cars are still very expensive”
Open the episode · SpaceX Falls for the First Time, CarMax Drops, Allbirds Changes Name to SmartbirdListen at 3:08
Pivoting to AI may be unwise when a company’s offering is not essential.
“if you're not crucial, it's not maybe, I know it's buzzy and exciting, but maybe not the best way to pivot your company”
Open the episode · SpaceX Falls for the First Time, CarMax Drops, Allbirds Changes Name to SmartbirdListen at 4:40
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.