What podcasts say about Seema Mody
Every statement, with the speaker, the exact quote and the moment it was said.
What Seema Mody has said on podcasts
15 statements · 14 positive · 1 neutral
The stock-market rally should broaden beyond mega-cap technology.
“I think that it's time to see a broadening out. in the other sectors.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 1:26
Power deals will improve backlogs and orders for related companies.
“that's going to lead to better backlogs, better orders.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 1:58
Lower interest rates and oil prices would improve the consumer sector outlook.
“if interest rates were to come down and if oil prices were to come down, that makes me even more bullish about this beaten down sector.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 2:21
Current rate increases represent normalization rather than a tightening cycle.
“It's not a tightening cycle. Right. And it's just getting back to normal. We're normalizing. based on the growth in the economy.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 3:50
Fifty basis points of hikes would not materially harm growth or earnings.
“50 basis points isn't going to be material to an economy that's grown at 3.5%, 4%. And earnings aren't going to deteriorate with 50 basis points of hikes.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 7:06
Marvell’s Alphabet partnership could drive its next growth phase.
“I think that we're all trying to get our hands around the Alphabet partnership. And that could be the next driver of growth for this company.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 18:57
Marvell’s stock is expected to continue rising.
“I think that it's going to continue to run.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 19:48
Micron memory demand will exceed supply through 2028.
“that demand is going to exceed supply well into 2028”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 21:13
Micron trades near five times earnings versus a historical average of ten times.
“you're talking about a stock that it's like five times earnings. I mean, its historical average is 10 times.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 21:34
Cybersecurity spending will accelerate through the end of the decade.
“We're going to see cybersecurity spending accelerate between now and the end of the decade.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 23:36
Cybersecurity is a larger opportunity than AI because AI lacks security.
“I think cybersecurity is bigger than AI because AI is not secure.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 23:42
ServiceNow offers better value than the discussed cybersecurity stocks.
“I think that ServiceNow is actually your better value”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 23:52
ServiceNow revenue and earnings can grow 20%–25% over the foreseeable future.
“their total revenues and earnings can grow 20 to 25 percent over the foreseeable future.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 24:20
IBM is expected to improve its software business.
“I think they're going to get this thing right in terms of software.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 25:28
SpaceX is expected to reach 250 million subscribers by 2030.
“I think they're going to get to 250 million subscribers by 2030.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 36:58
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.