Ryan Vlastelica, Sonic AI

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Ryan Vlastelica, Sonic AI

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Ryan Vlastelica

Person

13

Mentions

2

Episodes

13

Claims

Ryan Vlastelica, mentioned 13 times across podcast episodes and expert conversations analyzed by Sonic.

What Ryan Vlastelica has said

There is not a single sell rating from analysts on either SK Hynix or Micron stocks.

bullish·Ryan Vlastelica

Micron's stock is currently trading at a multiple under 10 times forward earnings.

neutral·Ryan Vlastelica

UBS tripled its price target for Micron and estimated the company would eventually reach a $1.8 trillion valuation.

bullish·Ryan Vlastelica

There is not a single sell rating from analysts on either SK Hynix or Micron stocks.

Expert perspectiveRyan VlastelicaJun 2

Micron's stock is currently trading at a multiple under 10 times forward earnings.

Expert perspectiveRyan VlastelicaJun 2

UBS tripled its price target for Micron and estimated the company would eventually reach a $1.8 trillion valuation.

Expert perspectiveRyan VlastelicaJun 2

Micron's stock increased by more than 70% in May alone, its largest one-month jump since December 1987.

Expert perspectiveRyan VlastelicaJun 2

Micron's revenue nearly tripled in the last quarter, which was its fastest pace of growth since the 1990s.

Expert perspectiveRyan VlastelicaJun 2

UBS stated that Micron should be valued at 15 times estimated earnings, a threefold increase from its historical fair valuation multiple of 5 times.

Expert perspectiveRyan VlastelicaJun 2

Cisco's networking components and optical products are critical for building data centers optimized for AI workloads.

Expert perspectiveRyan VastelicaMay 14

Cisco Systems is transitioning its focus to capitalize on high demand from hyperscaler customers for data center buildouts.

Expert perspectiveRyan VastelicaMay 14

The AI infrastructure buildout has progressed from a focus on processing chips to now include networking chips and optical components from companies like Lumentum, Coherent, and Corning.

Expert perspectiveRyan VastelicaMay 14

Cisco Systems has made acquisitions of optical companies to strengthen its focus on the AI market.

Expert perspectiveRyan VastelicaMay 14

There is a growing consensus that Cisco Systems is now a significant part of the AI infrastructure market.

Expert perspectiveRyan VastelicaMay 14

Cisco Systems announced job cuts as part of a strategic shift to focus more on artificial intelligence.

Expert perspectiveRyan VastelicaMay 14

Hyperscaler companies like Microsoft, Amazon, Alphabet, and Meta have all committed to aggressive AI-related spending plans.

Expert perspectiveRyan VastelicaMay 14

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