Zed Francis, Sonic AI

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Zed Francis, Sonic AI

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Zed Francis

Person

10

Mentions

2

Episodes

10

Claims

Zed Francis, mentioned 10 times across podcast episodes and expert conversations analyzed by Sonic.

What Zed Francis has said

The spread of volatility in semiconductor ETFs like SMH and SOXX compared to the QQQ is at its 100th percentile.

bearish·Zed France

Spot P/E ratios for semiconductor stocks are currently about 10 handles above their 3-year average, whereas in Q1 they were below the average.

bearish·Zed France

Meta announced it will lease out its excess compute capacity to other companies.

bullish·Zed France

The spread of volatility in semiconductor ETFs like SMH and SOXX compared to the QQQ is at its 100th percentile.

Expert perspectiveZed FranceJul 8

Spot P/E ratios for semiconductor stocks are currently about 10 handles above their 3-year average, whereas in Q1 they were below the average.

Expert perspectiveZed FranceJul 8

Meta announced it will lease out its excess compute capacity to other companies.

Expert perspectiveZed FranceJul 8

In semiconductor ETFs like SOXX and SMH, daily volumes and open interest are both approximately 4-to-1 puts to calls.

Expert perspectiveZed FranceJul 8

Forward P/E ratios for semiconductor stocks are now above the S&P 500, a reversal from Q1 when they were below the S&P 500.

Expert perspectiveZed FranceJul 8

Zed Francis speculates that China may be acquiring Nvidia products through indirect channels despite official shipment numbers being zero.

SpeculativeZed FrancisMay 21

Micron's forward P/E ratio is approximately 12 because the market has low confidence in its earnings beyond a 24-month timeframe.

Expert perspectiveZed FrancisMay 21

The options market priced a 5.5% move for Nvidia's stock on its earnings report, but the actual after-hours trading range was well within that expectation.

Expert perspectiveZed FrancisMay 21

Nvidia is attempting to follow Apple's business model by transitioning from a cyclical hardware company to one with more predictable, recurring revenue streams based on software and services.

Expert perspectiveZed FrancisMay 21

Nvidia's forward valuation is in the mid-20s, which is roughly in line with the S&P 500.

Expert perspectiveZed FrancisMay 21

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