Person

Stacy Rasgon

Stacy Rasgon is a Wall Street semiconductor analyst at Bernstein Research, widely quoted on Nvidia, Qualcomm, Marvell and the AI chip industry.

Known aliases

Rasgon

Current stories

investConfirmed7 publishers

Qualcomm's warrant prices Amazon's $60bn ceiling at under a cent of equity per dollar

The 25 million shares vest only against purchases Amazon actually makes, so Amazon's downside is nil and the $60bn is a ceiling with no published floor beneath it. What has to show up is the $5bn data-centre guide for fiscal 2027.

Publishers:finance.yahoo.com fool.com morningstar.com pivotnews.ai proactiveinvestors.com qz.com techtimes.com

Perspective Coverage

7 publishers

Builder: Builder 24%
Operator: Operator 20%
Investor: Investor 56%

Reality

Evidence70
Adoption30
Hype gap+35
Incentives60
Confidence65

investConfirmed8 publishers

Marvell just put Google's purchase orders on its cap table

A warrant for 58.97 million shares vests one $500 million tranche of custom-chip revenue at a time, turning a supply agreement into an equity schedule that runs to 2033.

Publishers:bnnbloomberg.ca cnbc.com cryptobriefing.com cryptopolitan.com fool.com morningstar.com pivotnews.ai seekingalpha.com

Perspective Coverage

8 publishers

Builder: Builder 14%
Operator: Operator 17%
Investor: Investor 69%

Reality

Evidence82
Adoption30
Hype gap+30
Incentives55
Confidence74

investOne report1 publisher

Nvidia split its customer base in two, and the halves are still moving together

Wednesday's print is the first real test of Nvidia's hyperscaler-versus-everyone-else disclosure. On consensus numbers, the mix barely moves.

Publishers:cnbc.com

Reality

Evidence62
Adoption80
Hype gap+20
Incentives55
Confidence68

investConfirmed20 publishers

Meta shares surge more than 20% after AI assistant Muse debuts

Meta's Muse passed ChatGPT on Apple's US free chart with roughly 730,000 installs in its first five days. The stock has added more than a fifth of its value since details of the agent emerged.

Publishers:247wallst.com bitget.com cnbc.com crowdfundinsider.com cryptobriefing.com cryptopolitan.com finance.yahoo.com fool.com geekwire.com indianexpress.com morningstar.com pivotnews.ai proactiveinvestors.com pymnts.com qz.com seekingalpha.com semafor.com stratechery.com thedailyupside.com tradingview.com

Perspective Coverage

20 publishers

Builder: Builder 22%
Operator: Operator 30%
Investor: Investor 48%

Reality

Evidence60
Adoption45
Hype gap+40
Incentives70
Confidence58

leadershipOne report1 publisher

Amodei's pacing plan would put outside evaluators inside Anthropic with the right to publish

Three rival lab CEOs backed the pacing argument within two days of the essay. The checkable part of it is access for embedded evaluators, plus an antitrust waiver from Washington that has not been granted.

Publishers:aibreakfast.beehiiv.com

Reality

Evidence55
Adoption20
Hype gap+30
Incentives80
Confidence45