The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Parker: Nvidia will not miss near-term earnings, beats Mag 7 peers
“I don't think they're going to miss their earnings in the short term, so I sort of think NVIDIA is Better position than the other Mac seven in the short term.”
Parker: Jensen Huang knows more about healthcare than most healthcare companies
“I think Jensen knows more about healthcare than most healthcare companies.”
Parker: Semiconductors will grow 5% to 8% above GDP over 10 years
“Semis grew about two percent above GDP for 30 years. I think they're gonna grow something like five to seven to eight percent above GDP, you know, if you look at the last two years, say, through the next eight.”
Parker: Nvidia has 15-20% downside and 80-100% upside over 2-3 years
“I'm looking at, if I'm looking at this thing, I'm thinking, all right, maybe it has 15 to 20% downside and 80 to a hundred percent upside and a two to three year view for the best company with like a genius CEO and a product area that grows above GDP.”
Parker: Semiconductor stocks will outperform when the market recovers
“I guess what I'm convinced of, because of the fact that 19, the last 20 times when the market did recover tech work, because semis have sold off so much, and because they ultimately are growing faster relative to the economy than they did previously, that semi…”
Parker: Tariffs will delay any improvement in Apple's product cycle
“I think this tariff thing is just bad for their growth rate and it definitely is going to cause like a delay to any cycle improvement.”
Parker: Tesla is impregnable to valuation analysis
“I think it's impregnable to analysis, so I don't know if it's worth 305 hundred, a thousand, or zero. It's been trading so disconnected from what I understand the core business is for so long.”
Parker: Macroeconomic slowdown is real, not just a growth scare
“I don't think this is a gross scare. I think that growth is actually slowing. So scare implies that you're wrong and you shouldn't be scared. Like things are slowing and they're going to slow. And there's a soft patch for sure. If not something worse than that…”
Parker: Apple is more impaired by tariffs than Nvidia
“I think Apple is more impaired than some of the other business models are. I certainly think it's more impaired than Nvidia.”
Parker: The buy signal for semiconductor stocks is when guide-downs don't drop shares
“As a former semiconductor analyst, that was the go signal baby. Like Intel guides down and stocks flat stacks, stocks unchanged. Like, okay, bad news is fine. Then, you know, good news eventually is going to be good.”
Parker: Trivariate moved underweight on Magnificent Seven stocks in February
“Until early February when the beta got high, the capex got high and all that stuff. So when we went underweight, so, so broadly that's been my generic view of the mag seven.”
Parker: CEOs will guide very conservatively for July earnings
“The problem is we've seen no behavior where companies that guide down act well, and we're heading into an earning season with maximum CEO uncertainty. So if you and I run the company, you were the CEO of CFO, we would be doing our pregame about what we're goin…”
Parker: Trivariate tracks Chinese product prices at Target, Walmart, Costco
“The kind of research we're doing is looking at, like, China products you can buy at Target and Walmart and Costco today, and then seeing what the price is gonna be next week, later this week, and see, like, how quickly, if at all, do the prices come up, right?”