Ben Reitzes
Research head / technology analyst (Melius Research) who discussed NVIDIA, the global compute shortage, competitive dynamics and modelling considerations for China sales.
Top 3 podcasts with Ben Reitzes
Ranked by the Snipd community
10 snips
Dec 9, 2025 • 43min
SOTS 2nd Hour: Nvidia's China Concessions, Fedspectations, & K-Shaped Economy Concerns 12/9/25
In this lively discussion, Paul Hickey shares bullish historical trends impacting consumer stocks as the Fed meeting approaches. Technology analyst Ben Reitzes breaks down Nvidia's strategic moves regarding China, addressing the global compute shortage. Meanwhile, U.S. Representative Dan Goldman introduces his Robin Hood Act, a proposed tax aimed at bridging the wealth gap by taxing loans backed by capital assets. The conversation blends market insights with pressing social issues, making it a compelling listen for investors and policymakers alike.
9 snips
Jul 16, 2025 • 43min
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
Ben Reitzes, the Head of Technology Research at Melius, brings his insights on the tech sector, predicting that Nvidia could soon be the first company valued at $5 trillion. The conversation shifts to inflation's impact on corporate margins and the tech market's resilience amid economic uncertainties. Meanwhile, economist Mohamed El-Erian discusses potential Fed rate cuts sooner than anticipated. The podcast also touches on recent banking earnings and the legislative momentum for cryptocurrency in Congress.
Sep 10, 2025 • 44min
Oracle’s Halo Effect… And CME Group CEO On Retail Trading 9/10/25
Ben Reitzes, the Head of Tech Research at Melius Research, discusses Oracle's impressive stock surge and its ripple effect on data center stocks, significantly impacting tech giants like OpenAI and challenging competitors such as Amazon. He highlights how this surge reshapes market dynamics in the AI sector. Additionally, Terry Duffy, CEO of CME Group, shares insights on the retail trading landscape, emphasizing the role of technology in democratizing trading and the evolving interplay between retail and institutional investors.
