Stacy Rasgon

Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment at Bernstein Research. No replies to Tweets, apologies.

[Stacy Rasgon @BernsteinRasgon]

Bernstein’s U.S. Semiconductor team is now on Twitter!

[Stacy Rasgon @BernsteinRasgon]

Everyone - I have another imposter.  

If you wouldn’t mind please report @BernstinRasgon (again note the misspelling of “Bernstein”)

Thank you.

Stacy

[Stacy Rasgon @BernsteinRasgon]

Everyone - I have my first imposter (that I know of).

If you wouldn’t mind please report @BernstenRasgon (note the misspelling of “Bernstein”

Thank you.

Stacy

[Stacy Rasgon @BernsteinRasgon]

Fun Friday Fact - over its entire history the global semiconductor industry has spent a bit more that a trillion dollars on wafer fabrication equipment (WFE)

[Yahoo Finance @YahooFinance]

2024 will be about proving AI's value rather than scaling, according to Bernstein managing director @BernsteinRasgon.

[CNBC's Closing Bell @CNBCClosingBell]

$AMD also set to report Q4 earnings after the bell. @bernsteinrasgon talks what to expect and his outlook for the company going forward:

[CNBC's Closing Bell @CNBCClosingBell]

$INTC set to report Q4 earnings after the bell. @bernsteinrasgon discusses what to expect:

[CNBC's Fast Money @CNBCFastMoney]

"Long-term, we're clearly very early in the AI transition" says @BernsteinRasgon

He shares his expectations for the biggest chip names $NVDA $AMD $MU $AVGO $MCHP

[Stacy Rasgon @BernsteinRasgon]

How much has pricing contributed to semiconductor industry growth in recent years?

Would you be surprised to learn the answer is “More than all of it?”

Our note today discusses this (for institutional clients only):

https://t.co/kJhxq6Orrn

[Squawk on the Street @SquawkStreet]

With the chips on a tear, Bernstein analyst @BernsteinRasgon discusses the craze and concern behind semi stocks with @carlquintanilla, @lesliepicker & @davidfaber. $AMD $NVDA

[CNBC's Closing Bell @CNBCClosingBell]

"It's kind of nice, finally, to get the king of AI at least talking about AI PCs," says @BernsteinRasgon as $NVDA makes a run at a new record closing high.

[CNBC's Closing Bell @CNBCClosingBell]

Shares of $AMD are down after the company just announced a new AI chip at their “Advancing AI” event this afternoon. @BernsteinRasgon shares his takeaways:

[Room Rater @ratemyskyperoom]

Well composed. Space Shuttle. Satellite and other cool things. 10/10 @bernsteinrasgon

[CNBC's Closing Bell @CNBCClosingBell]

The semiconductor sector climbing nearly 4% month-to-date. Will the bounce have staying power? @bernsteinrasgon gives his outlook ahead of earnings season:

[Squawk on the Street @SquawkStreet]

Here's the rundown for the final hour of today's show🚨

💸 @RBAdvisors CEO Richard Bernstein on today's market moves
💸 @Citi Global Head of Commodities Ed Morse on oil prices
💸 @AB_insights analyst @BernsteinRasgon on chip stocks to watch in the second half

11a PT / 8a ET

[The Economist @TheEconomist]

On this week’s “Money Talks” podcast, @BernsteinRasgon charts Nvidia’s “30-year journey to overnight success” https://t.co/KtOeKZ4YGN

[Stacy Rasgon @BernsteinRasgon]

Once again thrilled to join @TheStalwart and @tracyalloway on ODD LOTS, this time to discuss all things AI!

https://t.co/xL74bGGC6j

[CNBC's Closing Bell @CNBCClosingBell]

"The big question is: is it finally as bad as it can get?" says @BernsteinRasgon on $INTC ahead of the chipmaker's Q1 earnings report

[CNBC's Closing Bell @CNBCClosingBell]

Bernstein's @BernsteinRasgon on the strength in chips and whether the worst is behind the sector

[Stacy Rasgon @BernsteinRasgon]

How big could #ChatGPT be? A typical query requires 400 quadrillion operations to complete (that’s a whole lotta compute!)

Here is our attempt to size it (link to note, for institutional clients only):

https://t.co/jSCx6l4LPN

[Europe Early Edition @EuropeEarlyCNBC]

Applied Materials surged after hours on positive forward guidance. @BernsteinRasgon believes $AMAT is doing well compared to its peers. Also, his thoughts on how restrictions in China are affecting the company. @TanvirGill2