What podcasts say about Tyler Crowe
Every statement, with the speaker, the exact quote and the moment it was said.
What Tyler Crowe has said on podcasts
91 statements · 33 positive · 45 negative · 6 mixed · 7 neutral
Jensen Huang has not prioritized NVIDIA succession planning.
“succession planning has not exactly been very high on Jensen Huang's priority list.”
Open the episode · Nvidia’s Key Man ProblemListen at 3:14
Apple’s leadership transitions from Jobs through Ternus have benefited investors.
“the transition from Jobs to Tim Cook to Ternus has been... pretty successful for investors.”
Open the episode · Nvidia’s Key Man ProblemListen at 6:46
Successful succession has occurred at several mega-cap companies.
“there are plenty of examples of succession in these mega-cap large companies where there has been a lot of success.”
Open the episode · Nvidia’s Key Man ProblemListen at 7:16
Corporate governance matters even for companies valued at five trillion dollars.
“even in... $5 trillion companies, corporate governance matters.”
Open the episode · Nvidia’s Key Man ProblemListen at 9:56
Agility Robotics’ robots will save companies far less than advertised annually.
“I don't think that it's actually going to save a company that much money a year. I think it's going to be way, way less.”
Open the episode · Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPOListen at 19:31
Agility Robotics will struggle to generate sales.
“I think it's going to be hard to get some sales.”
Open the episode · Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPOListen at 19:44
Carl Icahn’s refinery acquisition was an exceptionally favorable deal.
“I thought this was an absolute steal.”
Open the episode · Is Apple Losing Its Memory?Listen at 22:29
Refining industry valuations may be at their highest in 15–20 years.
“I have no idea why Carl Heikon thinks that this is a good time to be going out and consolidating the refining industry when it's arguably valued at its most expensive time in the past 15 to 20 years.”
Open the episode · Is Apple Losing Its Memory?Listen at 22:32
Quantinuum has been developed within Honeywell’s ecosystem for decades.
“this is something that's been working on for decades”
Open the episode · Investors Shoot for the MoonListen at 9:04
- on Solar energy versus novel power technologiesNegativeOct 19, 2026· Motley Fool Hidden Gems Investing
Solar may become more efficient before novel power technologies become commercially viable.
“renewable energy is still moving so rapidly down the cost curve that it's going to be, you know, maybe 10 years from now when these moonshot novel power generating techniques are commercially viable, we're even going to see greater efficiencies that solar.”
Open the episode · Investors Shoot for the MoonListen at 14:56
Current eVTOL, airborne mobility, and autonomous-driving offerings lack viable economic models.
“I just, I don't think anyone's developed a viable economic model for it yet.”
Open the episode · Investors Shoot for the MoonListen at 17:06
Tyler is not ready to invest substantial capital in these mobility areas.
“I'm not. really sure i'm ready to like throw a lot of capital at any of them as an investor”
Open the episode · Investors Shoot for the MoonListen at 17:14
Open-source AI models could significantly harm some companies.
“these open source models could be a major headache for a lot of companies”
Open the episode · Investors Shoot for the MoonListen at 20:03
Sufficiently capable, cheaper open-source models could disrupt AI providers.
“If they become the, you know, sufficiently good, but at much cheaper prices.”
Open the episode · Investors Shoot for the MoonListen at 20:26
Accenture’s buybacks and valuation could produce 7% to 10% EPS growth.
“you can get to 7% to 10% earnings per share growth”
Open the episode · Private Assets Are Coming to Your Portfolio…Be ReadyListen at 5:14
The shift of capital toward private markets is unlikely to reverse.
“I don't think there's any going back, unfortunately.”
Open the episode · Private Assets Are Coming to Your Portfolio…Be ReadyListen at 17:27
Private-asset term sheets can materially benefit or harm investors.
“they often come with terms that can be good or detrimental to who you are as the investor.”
Open the episode · Private Assets Are Coming to Your Portfolio…Be ReadyListen at 20:40
- on Emerging-market staples and agriculture companiesPositiveSep 29, 2026· Motley Fool Hidden Gems Investing
Emerging-market companies can gain substantial market share in staples and agriculture.
“companies in those areas that are up-and-coming can take market share and can take a much larger portion of it along the way.”
Open the episode · Airlines are All-In on Premium SeatingListen at 22:30
Nvidia’s buyback should equal at least 5% of its market capitalization
“This should be somewhere in the, you know, at least 5% of its market cap.”
Open the episode · When $150 Billion Looks SmallListen at 2:15
Nvidia generated $134 billion in free cash flow
“This is a company that made $134 billion in free cash flow.”
Open the episode · When $150 Billion Looks SmallListen at 2:23
Nvidia trades at approximately 18 times next year’s earnings estimates
“Nvidia trades for about 18 times its earnings estimates for next year.”
Open the episode · When $150 Billion Looks SmallListen at 5:22
Nvidia’s valuation is the lowest in a decade
“It's the cheapest in a decade.”
Open the episode · When $150 Billion Looks SmallListen at 5:27
Many defense technology companies are likely to go public
“there is bound, I think, to be a fair share of companies going public in this space”
Open the episode · When $150 Billion Looks SmallListen at 11:22
Some upcoming defense technology listings will be low quality
“some of which are going to be lower-quality companies”
Open the episode · When $150 Billion Looks SmallListen at 11:28
Investors should wait through a credit cycle before choosing fintech firms
“anything that's in the financial industry, going through a credit cycle, good or bad, you almost want to feel like you want to wait for at least one to see who actually gets weeded out”
Open the episode · When $150 Billion Looks SmallListen at 23:21
Oracle winning the force-majeure dispute would reduce pressure on infrastructure commitments.
“If Oracle is successful in this, it takes pressure off Oracle and maybe some of the other ones that are making commitments.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 4:19
Oracle has a weaker financial foundation than comparable companies.
“Oracle is starting from a weaker foundation.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 7:05
Oracle has fewer resources supporting its AI infrastructure commitments.
“they do have less resources to back this up.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 7:15
Income-focused investors should generally retain the dividend-paying stock.
“If you are an income focused investor and that's the reason you bought a dividend stock, I think if it was me, I'd probably lean towards keeping the dividend stock.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 14:16
Corporate splits can improve businesses by removing internal competition for capital.
“In general, in theory, why splits work is that competition goes away.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 15:26
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.