What podcasts say about Tatiana Daria
Every statement, with the speaker, the exact quote and the moment it was said.
What Tatiana Daria has said on podcasts
107 statements · 55 positive · 44 negative · 2 mixed · 6 neutral
Nike appears suited to activist-investor intervention
“This seems like a classic activist investor thing.”
Open the episode · Nike Sinks, FICO Rises, Seagate Technology Drops on Toshiba ReportListen at 1:59
Nike is undervalued
“Undervalued.”
Open the episode · Nike Sinks, FICO Rises, Seagate Technology Drops on Toshiba ReportListen at 2:03
Tokenized stock trading could expand Coinbase and Robinhood’s addressable markets.
“it, of course, tends to benefit these companies as that would really expand their addressable markets”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 1:13
Officials are ready to advance digital-asset regulation under the five-year plan.
“officials are ready to move forward with the digital asset regulation”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 1:35
The crypto industry is receiving some regulatory relief after the Clarity Act failed.
“there's a little bit of regulatory relief for this industry”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 1:46
Netflix shares have fallen about 50% since June 2025.
“it has really been severely under pressure, down about 50% since June 2025”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 2:42
Nucor and Steel Dynamics issued third-quarter guidance below Wall Street expectations.
“three-quarter guidance that underwhelmed Wall Street's expectations”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 3:28
Faster-rising input costs than output costs are compressing steelmakers’ margins.
“that's due to the mismatch between fast rising input cost and slower rising output costs for these companies”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 3:44
Nucor’s raw-material recycling business is experiencing lower prices and shipments.
“the recycling business that is seeing lower prices and lower shipments”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 3:57
Nucor and Steel Dynamics shares rose 50% and 40% this year.
“They had a solid run up 50 and 40 percent this year”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 4:06
Oracle’s results reinforce continued AI demand.
“It was a strong report reinforcing the AI demand story”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 1:11
Oracle’s stock reversal signals persistent investor concerns about capital spending.
“the stock's reaction really signals here that CapEx worries. are alive”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 1:36
Capacity has consistently constrained hyperscalers.
“capacity has been a constant constraint for these hyperscalers”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 2:18
Microsoft outages have caused customers to move business elsewhere.
“it has suffered outages. It has led customers to take on new business.”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 2:24
AI is not currently causing major disruption to software.
“we don't see a big warning signs that AI is really disrupting software right now.”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 3:41
Dubai learned from its sudden population increase.
“Dubai has learned a lot from a sudden increase in population”
Open the episode · Oracle Gains; Microsoft Plans Data Center Push; Adobe Forecast Misses ViewsListen at 4:37
Dubai responded very well to its sudden population increase.
“they reacted very well to it.”
Open the episode · Oracle Gains; Microsoft Plans Data Center Push; Adobe Forecast Misses ViewsListen at 4:43
Dubai has a long-term urban-planning vision.
“They have a long-term urban planning vision”
Open the episode · Oracle Gains; Microsoft Plans Data Center Push; Adobe Forecast Misses ViewsListen at 4:45
Heidi O'Neill will become Lululemon’s CEO next week
“former Nike executive Heidi O'Neill is scheduled to take the reins next week”
Open the episode · Lululemon Drops, Adobe Falls, Equifax Lower After Pulte CriticismListen at 0:46
Neil Chakravarty will become Adobe’s CEO on December 1
“Neil Chakravarty, I hope I'm pronouncing this correctly, he's the leader of its marketing and analytics business division, will take the post from December 1st”
Open the episode · Lululemon Drops, Adobe Falls, Equifax Lower After Pulte CriticismListen at 1:51
AI disruption is pressuring Adobe’s stock
“The stock here has been under pressure from AI disruption.”
Open the episode · Lululemon Drops, Adobe Falls, Equifax Lower After Pulte CriticismListen at 2:40
Bill Pulte is trying to increase competition in credit scoring
“Mr. Palti is trying to introduce a little bit of competition in the scoring business”
Open the episode · Lululemon Drops, Adobe Falls, Equifax Lower After Pulte CriticismListen at 3:35
Reduced FICO licensing would hurt credit bureaus’ revenue
“if that were to shrink, that would be a hit to their revenue.”
Open the episode · Lululemon Drops, Adobe Falls, Equifax Lower After Pulte CriticismListen at 3:59
Affirm has reported substantial earnings growth.
“But it has also posted huge earnings growth.”
Open the episode · Paypal Sinks on Abandoned Deal, Affirm Rallies, BioNTech SlumpsListen at 2:11
BioNTech’s terminated cancer-vaccine trial represents a significant setback.
“this is a real setback”
Open the episode · Paypal Sinks on Abandoned Deal, Affirm Rallies, BioNTech SlumpsListen at 3:33
Positive melanoma results raised hopes for mRNA treatments beyond COVID-19.
“it raised hopes about the mRNA's second act here after COVID.”
Open the episode · Paypal Sinks on Abandoned Deal, Affirm Rallies, BioNTech SlumpsListen at 3:46
BioNTech’s setback raises doubts about mRNA technology in solid tumors.
“this is raising real questions about can this technology work in other tumors, particularly solid tumors”
Open the episode · Paypal Sinks on Abandoned Deal, Affirm Rallies, BioNTech SlumpsListen at 3:51
Newmont Mining rose 43% since mid-to-late July.
“the rise here has been absolutely vertical, 43% since mid to late July”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 1:16
Newmont has risen 47% from July lows, triple gold’s rally.
“this mining stocks have been on a tear. Just Newmont tickers Nem up 47% since July lows. That is triple the rally in gold.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 1:25
Gold-mining stocks provide leveraged exposure to gold prices.
“stocks are just another supercharged way of betting on the commodity itself.”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 1:26
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.