John Vinh
Equity research analyst (KeyBank Capital Markets) who provides market analysis on semiconductor earnings and data-center trends.
Top 3 podcasts with John Vinh
Ranked by the Snipd community
12 snips
Nov 5, 2025 • 34min
Robotics for Logistics Startup, Harvard Professor on AI Chip Wars, OpenAI Commerce | Nov 5, 2025
John Vinh, an equity research analyst, delves into AMD’s robust data center earnings and its competition with Nvidia and Intel. Advertising reporter Catherine Perloff unveils Pinterest's AI shopping efforts and highlights retailer concerns about OpenAI's commerce features potentially disrupting customer relationships. Harvard professor David Yoffie shares insights on chip industry rivalries and strategies, recommending Intel spin off its manufacturing. Finally, AJ Meyer introduces Pickle Robot, showcasing its innovations in automating logistics tasks.
Mar 6, 2024 • 14min
Semis in Focus, Private Aviation Business Flying High
Exploring semiconductor market trends, AI impact, and private aviation demand. Discussing cyber preparedness, risk management, and pilot recruitment insights. Delving into private air travel pricing and sustainability practices for a greener future.
Mar 5, 2024 • 33min
Apple’s iPhone Woes in China Deepen With a 24% Sales Plunge
The podcast discusses Apple's iPhone sales plunging by 24% in China, Blackstone's investment plans, innovation in real estate with REITs, labor shortages in the US, cyber risks, market trends post Fed cut, and AI-powered learning management systems for corporate training.
