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Mandeep Singh
Bloomberg Intelligence
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.
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: ▲ +3.7% · 25,520 → 26,456 · as of 2026-08-05
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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