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Mandeep Singh
Bloomberg Intelligence
First call on the ledger
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Where they stand
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Mandeep Singh (Bloomberg Intelligence) does not expect a big iPhone upgrade cycle from the $2,000+ foldable given its price versus the Pro lineup
The price point to me is quite rich, you know, compared to the pro lineup. So from that perspective, I don't see a big upgrade cycle, even with, you know, the newness of the form factor.
Singh says the personal AI agent category (Meta's new product) will be huge given Meta's distribution and stored compute
The personal agent category is gonna be huge.
Attributes the selloff to positioning and valuation, not a broken thesis.
“it is fundamentals that are still holding up and it's the valuations and the nervousness around positioning is what is driving this sort of volatility.”
Nasdaq since this was said: ▲ +2.2% · 25,520 → 26,082 · as of 2026-09-10
A hyperscaler can't afford to be off the frontier; expects a release soon.
“delay of the model is certainly a setback. I do think they will release something soon.”
On SK Hynix vs Micron in HBM
“So SK Hynix has told us they have 57 percent market share. So if that is the hot part of the AI market, then they have a much bigger market share than a Micron”
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