Stacy Rasgon: Broadcom's new client orders remind me of Nvidia's revenue ramp
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Stacy Rasgon: Broadcom's new client orders remind me of Nvidia's revenu…
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Nvidia's Intel stake looks like product deal, not foundry deal: Bernstein's Stacy Rasgon
4:21
Nvidia's Intel stake looks like product deal, not foundry deal: Bernstein's St…
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Nvidia's data center opportunity is still enormous and it's early, says Bernstein's Stacy Rasgon
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Rasgon: Qualcomm earnings were worse than they appear
3:06
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Bernstein's Stacy Rasgon previews Intel ahead of earnings
5:47
Bernstein's Stacy Rasgon previews Intel ahead of earnings
2023年10月26日
CNBC
Bernstein's Stacy Rasgon on why Nvidia still has room to run
5:18
Bernstein's Stacy Rasgon on why Nvidia still has room to run
2024年7月8日
CNBC
AMD vs. Nvidia: Bernstein's Stacy Rasgon breaks down the state of the chip wars
4:24
AMD vs. Nvidia: Bernstein's Stacy Rasgon breaks down the state of th…
2024年7月30日
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4:40
Bernstein's Stacy Rasgon breaks down the second-half playbook for chip sto…
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5:49
Bernstein’s Stacy Rasgon on selling U.S. chips to China
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NXP Semiconductor CEO transition 'a bit of a surprise', says Bernstein's Ra…
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Bernstein’s Stacy Rasgon on selling U.S. chips to China
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4:29
Bernstein's Stacy Rasgon: AI trade is back on
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Bernstein’s Stacy Rasgon on selling U.S. chips to China
1 个月前
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4:58
Bernstein's Stacy Rasgon on Intel's headwinds ahead of earnings
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4:30
Stacy Rasgon: Chips industry is more dynamic than it's ever been in my car…
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6:03
Bernstein's Rasgon on AMD earnings: AI story is all that matters to investors
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Bernstein's Stacy Rasgon on the biggest takeaways from Jensen Hua…
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Bernstein's Stacy Rasgon on semiconductor tariffs, impact on sect…
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4:23
Bernstein's Stacy Rasgon: Here's what to expect for AMD earnings
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3:54
Stacy Rasgon: Semiconductor sector is showing signs of a cyclical bottom
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Bernstein's Stacy Rasgon talks Intel reportedly heading back to the found…
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Bernstein's Stacy Rasgon talks Intel's stock seeing best day since August
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Microsoft NewsCNBC
Nvidia's CEO is walking a tight rope, says Bernstein's Stacy Rasgon
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3:19
U.S. can't really help Intel prove its ability to execute: Bernstein's Rasgon
1 个月前
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3:02
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2023年3月29日
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5:03
Semis won't face much impact from Trump 2.0 tariffs, says Bernstein's St…
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4:45
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AI demand is still strong, it will probably exceed expectations, says Bernstein'…
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