Tony Wang

What Tony Wang has said on podcasts

5 statements

1. on Meta capital expendituresMixedOct 21, 2026· Closing Bell

   Tony Wang says Meta’s capital expenditures need to generate substantial returns.

   “the market needs to hear that, you know, there's CapEx expenditures are going to have a lot of ROI”

   Listen at 29:58

   Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26
2. on Meta MusePositiveOct 21, 2026· Closing Bell

   Tony Wang views Muse’s consumer usage as a major opportunity.

   “the Muse usage is very impressive. It's kind of the first way for consumers to have agentic, you know, kind of on their devices. And so to me, I think it's a massive opportunity.”

   Listen at 30:04

   Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26
3. on AI infrastructureMixedOct 21, 2026· Closing Bell

   AI demand is strong, but current pricing may weaken when new capacity arrives.

   “the demand dynamics are strong. But you're also capitalizing perhaps in pricing that's too strong, especially once new capacity hits the market.”

   Listen at 31:17

   Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26

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.

• Oct 21, 2026Big Tech earnings revive AI trade while testing its payoffClosing BellOct 21, 2026Guest