Robert Schiffman

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Robert Schiffman, mentioned 18 times across podcast episodes and expert conversations analyzed by Sonic.

What Robert Schiffman has said

Hyperscale companies will likely reach a point of generating so much excess cash flow that their only option will be to buy back stock, an inflection point expected around late 2028 or 2029.

bullish·Robert Schiffman

IBM's stock fell 25% after its latest earnings report.

bearish·Robert Schiffman

Alphabet's cloud AI growth was 82% in the most recent quarter.

bullish·Robert Schiffman

Hyperscale companies will likely reach a point of generating so much excess cash flow that their only option will be to buy back stock, an inflection point expected around late 2028 or 2029.

SpeculativeRobert SchiffmanJul 27

IBM's stock fell 25% after its latest earnings report.

Expert perspectiveRobert SchiffmanJul 27

Alphabet's cloud AI growth was 82% in the most recent quarter.

Expert perspectiveRobert SchiffmanJul 27

Alphabet increased its CapEx guidance by an additional $10 to $15 billion.

Expert perspectiveRobert SchiffmanJul 27

Corporate bond trading desks at banks no longer take significant risk, leading to exaggerated spread movements when sellers emerge.

Expert perspectiveRobert SchiffmanJul 27

IBM guided to 4-5% revenue growth without a change in its free cash flow forecast.

Expert perspectiveRobert SchiffmanJul 27

A key risk for companies investing heavily in AI is that they are spending on technology that could be available for half the price in a few years, potentially from competitors in China.

SpeculativeRobert SchiffmanJul 27

More technology companies are expected to issue equity to finance their operations, following recent issuances by Alphabet, Oracle, and SpaceX.

SpeculativeRobert SchiffmanJul 27

Nvidia's stock has increased by 1,000% over the last 5 years.

Expert perspectiveRobert SchiffmanJul 27

Bloomberg is utilizing tools like AskBee and automated research to make its analysts more efficient, not to replace them.

Expert perspectiveRobert SchiffmanJul 27

Alphabet has $100 billion of cash on its balance sheet and an additional $30 to $40 billion in equity it has not yet issued.

Expert perspectiveRobert SchiffmanJul 27

The market expects Nvidia to generate $200 billion of free cash flow next year.

Expert perspectiveRobert SchiffmanJul 27

Amazon's cash on hand is currently above $150 billion.

Expert perspectiveRobert SchiffmanJul 7

Amazon has already raised almost $70 billion across various currencies this year.

Expert perspectiveRobert SchiffmanJul 7

Bloomberg Intelligence analyst Robert Schiffman speculates that Nvidia may use proceeds from its bond sale to make strategic investments in partners like OpenAI, Anthropic, and potentially SpaceX.

SpeculativeRobert SchiffmanJul 2

Nvidia is projected to generate a couple hundred billion dollars in free cash flow over the next year.

Expert perspectiveRobert SchiffmanJul 2

SpaceX has committed to achieving and maintaining an investment-grade credit rating.

Expert perspectiveRobert ShipmanJun 23

Robert Shipman predicts that a $20 to $25 billion bond offering from SpaceX would attract an order book of approximately $125 billion.

Expert perspectiveRobert ShipmanJun 23

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