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mandeep singh

T3 · host / generalist

Mandeep Singh covers tech infrastructure and AI capex for Bloomberg Intelligence, analyzing hyperscaler spending and custom silicon.

4 calls·3 names·50% bull·last heard 22 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$000660.KSSK Hynix

SK Hynix US listing perfectly timed for HBM demand surge from longer context windows

SK Hynix ADR listing timing is perfect as longer context windows for frontier AI models drive sustained HBM demand. No new memory supply entrants expected soon due to sovereign-backed incumbents managing own fabs, creating structural supply constraint.

Bloomberg Tech2026-07→
2ndmedium conviction
$GOOGLAlphabet

Bloomberg Intelligence sees accelerating Google Cloud growth justifying hyperscaler capex and driving estimate revisions

Cloud revenue remains the key metric for hyperscalers; Google Cloud growing faster than Azure and AWS picking up, with positive upward revisions expected as AI workloads drive cloud acceleration.

Bloomberg Tech2026-07→
3rdmedium conviction
$NFLXNetflix

Mandeep Singh warns Netflix thesis breaks without revenue re-acceleration

Revenue growth has decelerated from 16% to 14% to 11.7% guidance; the narrative is anchored to mid-teens gains, and without a pickup in engagement and subscriber growth it will be hard to support the thesis.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

4 total
$GOOGL
···
Alphabet
MEDmandeep singh·Bloomberg Tech·22 days ago
Bloomberg Intelligence sees accelerating Google Cloud growth justifying hyperscaler capex and driving estimate revisions
Cloud revenue remains the key metric for hyperscalers; Google Cloud growing faster than Azure and AWS picking up, with positive upward revisions expected as AI workloads drive cloud acceleration.
"CLOUD REVENUE IS STILL THE KEY METRIC WHEN IT COMES TO HYPERSCALERS WHO ARE AT THE FOREFRONT OF CAPEX... WE ARE EXPECTING POSITIVE UPWARD REVISIONS JUSTIFIED BY ACCELERATING CLOUD…"
41:00
$GOOGL
···
Alphabet
LOWmandeep singh·Bloomberg Tech·25 days ago
Mandeep Singh says Google missed the coding boat with Gemini delay
Gemini's delayed release suggests execution issues; Google appears to have missed the step-up in coding functionality that rivals have achieved, raising questions about its competitive position in frontier models.
"CODING IS WHERE GOOGLE SEEMS TO HAVE MISSED THE BOAT WITH GEMINI. I WOULD EXPECT GEMINI TO BE RELEASED SOONER AND NOT BE TALKING ABOUT KIMI 3 STOXX A STEP UP."
17:34
$NFLX
···
Netflix
MEDmandeep singh·Bloomberg Tech·25 days ago
Mandeep Singh warns Netflix thesis breaks without revenue re-acceleration
Revenue growth has decelerated from 16% to 14% to 11.7% guidance; the narrative is anchored to mid-teens gains, and without a pickup in engagement and subscriber growth it will be hard to support the thesis.
"THE MAIN POINT IS THEY SOMEHOW HAVE TO TURN THE NARRATIVE AROUND ON THE DECELERATION IN REVENUE GROWTH. WE HAVE SEEN IT COME DOWN FROM 16% IN THE FIRST QUARTER TWO 14% IN THE SECO…"
41:39
$000660.KS
···
SK Hynix
HIGHmandeep singh·Bloomberg Tech·last month
SK Hynix US listing perfectly timed for HBM demand surge from longer context windows
SK Hynix ADR listing timing is perfect as longer context windows for frontier AI models drive sustained HBM demand. No new memory supply entrants expected soon due to sovereign-backed incumbents managing own fabs, creating structural supply constraint.
"OVERALL I SEE IT AS A BIG POSITIVE THAT YOU HAVE A BIG PLAYER WHICH AMERICAN INVESTORS DID NOT HAVE ACCESS TO IN A MARKET THAT HAS STRONG FUNDAMENTALS, A CASE FOR THE FORESEEABLE…"
41:37