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Stacy Rasgon

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

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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
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