What podcasts say about Winnie Sue

Every statement, with the speaker, the exact quote and the moment it was said.

What Winnie Sue has said on podcasts

122 statements · 78 positive · 34 negative · 5 mixed · 5 neutral

on Chinese AI companiesNegativeSep 11, 2026· Stock Movers
DeepSeek V4.1 Flash is intensifying price competition among Chinese AI companies
“it's basically driving further price competition among these companies”
Listen at 1:32
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on Chinese AI price warNegativeSep 11, 2026· Stock Movers
The Chinese AI price war is continuing
“the price war is really not coming to an end at all”
Listen at 1:36
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on DeepSeek V4.1 FlashPositiveSep 11, 2026· Stock Movers
DeepSeek V4.1 Flash requires one-fourth as much high-bandwidth memory
“it only requires one fourth of the... high bandwidth memory”
Listen at 1:44
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on Semiconductor memoryPositiveSep 11, 2026· Stock Movers
Long-term demand for memory chips may remain strong despite efficiency gains
“potentially the demand will still remain quite strong in the longer term”
Listen at 2:18
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on Copper pricesNegativeSep 11, 2026· Stock Movers
Copper prices are reversing their recent upward trend
“the trend in copper price is really reversing”
Listen at 3:28
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on Japanese exportersNegativeSep 11, 2026· Stock Movers
A stronger yen may reduce Japanese exporters' translated earnings
“it might be weighing on earnings specifically for exporters”
Listen at 4:07
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on Japanese bond yields and carry tradeNegativeSep 11, 2026· Stock Movers
Unwinding the yen carry trade can spill over into global equities
“the unwinding of the carry trade. really having a spillover effect on global equities”
Listen at 4:29
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on Current yen-market episodeMixedSep 11, 2026· Stock Movers
The current yen-market episode may differ substantially from 2024
“this time can be quite different from Back in 2024”
Listen at 4:58
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on DubaiPositiveSep 11, 2026· Stock Movers
Dubai learned from its sudden population increase
“Dubai has learned a lot from a sudden increase in population”
Listen at 6:14
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on DubaiPositiveSep 11, 2026· Stock Movers
Dubai responded effectively to its sudden population increase
“they reacted very well to it”
Listen at 6:20
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on DubaiPositiveSep 11, 2026· Stock Movers
Dubai has a long-term urban planning vision
“They have a long-term urban planning vision”
Listen at 6:22
Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
on SK Hynix future growthPositiveAug 20, 2026· Stock Movers
SK Hynix management signals confidence in future company growth.
“management is very confident in terms of of the future growth of the company”
Listen at 1:27
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on SK HynixPositiveAug 20, 2026· Stock Movers
SK Hynix management signals confidence in future company growth.
“management is very confident in terms of the future growth of the company”
Listen at 1:50
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on SK HynixPositiveAug 20, 2026· Stock Movers
SK Hynix plans further cash returns for investors.
“there is further cash returns that it's planning for its investors”
Listen at 1:56
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Kuaishou AI development costsNegativeAug 20, 2026· Stock Movers
High AI-development costs are reducing Kuaishou’s income.
“the high cost of developing AI, AI-centered business is really weighing on the company's income”
Listen at 2:28
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on KuaishouNegativeAug 20, 2026· Stock Movers
Kuaishou’s high AI development costs reduce company income.
“the high cost of developing a centered business is really weighing on the company's income”
Listen at 2:51
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna personalized mRNA cancer vaccinesPositiveAug 20, 2026· Stock Movers
Moderna-Merck personalized vaccine reduces melanoma recurrence.
“a personalized vaccine co developed by Moderna and Merck to reduce the recurrence of melanoma”
Listen at 4:03
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on mRNA-based cancer therapyPositiveAug 20, 2026· Stock Movers
The trial is the first positive late-stage trial for an mRNA cancer therapy.
“this is the first time we are seeing a positive late stage trial for any mRNA based cancer therapy”
Listen at 4:05
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna personalized mRNA cancer vaccinesPositiveAug 20, 2026· Stock Movers
The personalized vaccine can be customized to patients’ tumor mutations.
“they can customize the vaccines based on the patient's specific tumor mutations”
Listen at 4:16
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna sharesPositiveAug 20, 2026· Stock Movers
Moderna shares rose 177% after the late-stage trial news.
“Moderna shares up 177% yesterday”
Listen at 4:25
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna-Merck mRNA cancer therapy trialPositiveAug 20, 2026· Stock Movers
The Moderna-Merck trial is the first positive late-stage mRNA cancer-therapy trial.
“this is the first time we are seeing a positive late stage trial for any M RNA based cancer therapy”
Listen at 4:28
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on SinobiopharmPositiveAug 20, 2026· Stock Movers
Sino Biopharmaceutical shares rose more than 10%.
“Sino Biopharmaceuticals, for example, up more than 10%”
Listen at 4:35
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna personalized mRNA cancer vaccinesPositiveAug 20, 2026· Stock Movers
The vaccine can be customized to patients’ specific tumor mutations.
“they can customize the vaccines based on the patient's specific tumor mutations”
Listen at 4:39
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna personalized mRNA cancer vaccinesNeutralAug 20, 2026· Stock Movers
The personalized vaccine requires approval, with a timeline extending to 2027 or later.
“it has to... be approved for now we are looking at the timeline at 2027 plus”
Listen at 4:45
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna personalized mRNA cancer vaccinesNeutralAug 20, 2026· Stock Movers
The personalized cancer vaccine still requires regulatory approval.
“it has to be approved”
Listen at 5:08
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Moderna personalized mRNA cancer vaccinesNeutralAug 20, 2026· Stock Movers
The personalized cancer vaccine timeline extends to 2027 or later.
“we are looking at the timeline at 2027 plus”
Listen at 5:10
Open the episode · SK Hynix Up, Kuaishou Plunges, Sino Biopharmaceutical Up
on Unitree Robotics IPOPositiveAug 19, 2026· Stock Movers
Unitree Robotics’ IPO may establish a global valuation anchor for humanoid robotics.
“it sets potentially... the global valuation anchor of the whole humanoid space”
Listen at 2:15
Open the episode · Unitree Surges, Baidu Plummets, Xiaomi Rises
on UnitreePositiveAug 19, 2026· Stock Movers
Unitree Robotics became mainland China’s first publicly traded humanoid robot maker.
“the company Unitree Robotics is now the very first publicly traded humanoid robot maker in mainland China”
Listen at 2:17
Open the episode · Unitree Surges, Baidu Plummets, Xiaomi Rises
on Unitree IPO valuationPositiveAug 19, 2026· Stock Movers
Unitree’s IPO may establish a global valuation benchmark for humanoid robotics.
“it sets potentially the global valuation anchor of the whole humanoid space”
Listen at 2:38
Open the episode · Unitree Surges, Baidu Plummets, Xiaomi Rises
on China humanoid robotics industryPositiveAug 19, 2026· Stock Movers
China’s market may represent about half of global humanoid robotics by 2030.
“the Chinese market to take up about 50% of this whole humanoid robotics space by 2030”
Listen at 2:56
Open the episode · Unitree Surges, Baidu Plummets, Xiaomi Rises

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.