What podcasts say about Stacy Rasgon
Every statement, with the speaker, the exact quote and the moment it was said.
What Stacy Rasgon has said on podcasts
45 statements · 36 positive · 6 negative · 2 mixed · 1 neutral
Semiconductors probably are not approaching an earnings cycle peak yet
“at least at this point, from an earnings standpoint, we probably aren't”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 1:38
Semiconductor fundamentals are currently improving
“fundamentals still look like they're getting better, not worse”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 2:14
The semiconductor cycle peak is unlikely this year through 2029
“it's not this year. It's not that next year. Doesn't look like it's 28, 29.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 3:45
Semiconductor stocks and fundamentals likely have further room to run
“my guess is we've still got some room”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 3:52
Semiconductor demand is exceptionally strong
“Demand is off the charts”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 4:56
Semiconductor companies’ order visibility is strong and improving
“their order visibility is very, very strong. And again, it seems to be strengthening.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 5:18
- on Top five hyperscalers’ AI infrastructure spendingPositiveOct 8, 2026· Monetary Matters with Jack Farley
The top five hyperscalers will probably spend $1.5 trillion next year
“the top five hyperscalers will probably spend a trillion and a half dollars next year”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 6:08
Demand is strong across most AI-related semiconductor spaces
“demand just looks really strong across the board in most of the AI-related spaces”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 6:42
Current AI infrastructure demand appears genuine
“the demand itself at this point does really seem to be real”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 7:47
Supply constraints may extend the strength of the AI buildout
“may actually help this be stronger for longer”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 8:13
Early evidence indicates AI infrastructure investments are generating returns
“the incremental data points around is there a return or not on these investments, I think is landing pretty much decisively on the side of, yes, there is a return”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 8:33
Neocloud infrastructure payback may be one to 1.5 years
“the payback at. you know, a year, a year and a half for the infrastructure”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 8:51
AI investments are likely to generate returns rather than fail to do so
“I don't think that's where we're going, but ultimately every AI bear case that you can think of, ultimately, I think boils down to that. Answering that question, is there a return or is there not? I think there is.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 10:03
Semiconductor industry forecasting remains broadly unreliable
“forecasting in general is an unsolved problem in this space. Everybody's bad.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 10:30
Double ordering can make actual semiconductor demand appear ten times larger
“that hundred units of actual demand to the industry collectively looks like a thousand units of demand”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 11:49
AI hardware is generally being deployed immediately rather than stockpiled
“Nobody's really stockpiling AR hardware. Everything that's actually getting built and deployed is being used immediately”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 12:28
Large warehouses of unused GPUs probably do not exist broadly
“I do not think that there are like huge warehouses all over the place filled with GPUs that are just I do not think that that is true.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 13:17
Data center construction progress will probably continue despite backlash
“my guess is progress will not be stopped”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 13:44
Power availability is a major constraint on AI data center expansion
“Power is a huge constraint”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 14:40
NVIDIA could earn about $20 per share if revenue doubles
“If they actually double the revenues, they'll probably do $20 in earnings”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 17:04
NVIDIA and Broadcom stocks would be very cheap if growth is not peaking
“if they can do it. So the question then becomes, again, back to our earlier discussion, does that represent a peak or not? If it's not a peak, the stocks are absurdly cheap”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 17:29
Semiconductor stocks will not be at a peak if demand proves real
“if they're right, we won't be at a peak”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 18:20
AI’s scale is currently lifting sectors inside and outside semiconductors
“I think AI has gotten so big, it's dragging everything along with it in and out of semis.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 18:27
AI infrastructure drives substantial demand for memory and storage
“AI is dry. It drives a ton of demand for memory and storage.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 27:58
Memory comprises about 80% of silicon wafer area in NVIDIA’s AI rack
“memory, like DRAM and NIN, it's like 80% of the silicon wafer area inside that rack is memory”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 28:22
Material memory capacity additions will begin appearing in 2027–2028
“It'll be 27, 28 before you start to see material amounts of capacity start to come on.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 28:39
Global WFE spending is forecast above $150B in 2026, $200B in 2027, and $250B in 2028
“We will probably wind up spending... $150 billion plus on WFE on equipment this year in 2026. We are over $200 billion next year, and I think over $250 billion in 2028.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 30:14
WFE spending may reach $300 billion or more by decade-end
“I have no problem thinking that WFE needs to go $300 billion or well over”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 30:37
Semiconductor capital-equipment stocks are attractive
“because of that, I'm actually quite bullish on the semi-cap names”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 31:55
Applied Materials is Rasgon’s slight preferred semiconductor-equipment stock
“If I had to lean a little toward one, maybe it's AMAT a little bit. Just because they have more DRAM exposure, we need a lot of DRAM to make the HBM. And it's a little cheaper.”
Open the episode · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again SoonListen at 32:22
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.