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SemiAnalysis

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 9, 2026 by Jeremy Eliahu-Ontiveros · said 2 times in 1 episodes since 2026 · across every show →

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Jul 9, 2026 bearish
Prediction Open · timeframe Dec 2026
Eliahu-Ontiveros: Gas turbine orders will peak this year
“We think gas turbine orders are going to pick this year.”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 42:35 Inside the AI power wars
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