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Ben Reitzes
Melius Research
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Asked about SK Hynix on its debut day; names his memory picks
“It's recommending Micron and we're recommending Sandisk and it is important to see how it trades.”
On how long the AI trade has left
“There's probably a bubble in the people calling it a bubble. But like we don't even have the fleets of robots out there. And we think that this is going to keep going for a very long time.”
Multi-year standing call; AI factories will write software on the fly
“we've obviously been negative on software”
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