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ryan vlastelica

T3 · host / generalist

Ryan Vlastelica covers technology and markets for Bloomberg News, focusing on semiconductor stocks and market analysis.

3 calls·3 names·0% bull·last heard 15 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
1stmedium conviction
$AAPLApple

Apple targets 2027 smart glasses launch with privacy differentiation, memory cost pressure on iPhone margins

Apple's smart glasses arrive a year late at WWDC 2027 with privacy as key differentiator; rising memory prices from AI infrastructure demand may force iPhone price hikes or margin compression, with foldable iPhone as potential vehicle.

Bloomberg Tech2026-07→
2ndmedium conviction
$GOOGLAlphabet

Alphabet cloud grows 82% but capex fears drive worst stock day in a year, first-ever negative cash flow

Despite best-positioned AI portfolio (search, Waymo, custom chips), Alphabet's aggressive capex turned cash flow negative for the first time as a public company, triggering market punishment that signals a new bar for hyperscaler spending justification.

Bloomberg Tech2026-07→
3rdlow conviction
$METAMeta

Meta earnings hinge on capex articulation and AI revenue translation as market revolts against spending

Meta reports this week with spending plans as the primary focus — must articulate why continued massive capex translates to improved growth, prospects and efficiencies amid market revolt against higher spending.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

3 total
$META
···
Meta
LOWryan vlastelica·Bloomberg Tech·15 days ago
Meta earnings hinge on capex articulation and AI revenue translation as market revolts against spending
Meta reports this week with spending plans as the primary focus — must articulate why continued massive capex translates to improved growth, prospects and efficiencies amid market revolt against higher spending.
"NOW WE HAVE, LIKE YOU SAID, MICROSOFT, META, AMAZON, THEY ARE ALL REPORTING THIS WEEK. THE SPENDING PLANS WILL BE BY FAR THE MOST IMPORTANT THING PEOPLE ARE WATCHING FOR AS WELL A…"
41:40
$AAPL
···
Apple
MEDryan vlastelica·Bloomberg Tech·15 days ago
Apple targets 2027 smart glasses launch with privacy differentiation, memory cost pressure on iPhone margins
Apple's smart glasses arrive a year late at WWDC 2027 with privacy as key differentiator; rising memory prices from AI infrastructure demand may force iPhone price hikes or margin compression, with foldable iPhone as potential vehicle.
"APPLE IS AIMING TO UNVEIL ITS FIRST SMART GLASSES NEXT JUNE. IT'S A YEAR LATER THAN INITIALLY PLANNED AS THE IPHONE MAKER LOOKS OVERCOME CONCERNS DOGGING THE WEARABLE TECH. ONE OF…"
43:00
$GOOGL
···
Alphabet
MEDryan vlastelica·Bloomberg Tech·15 days ago
Alphabet cloud grows 82% but capex fears drive worst stock day in a year, first-ever negative cash flow
Despite best-positioned AI portfolio (search, Waymo, custom chips), Alphabet's aggressive capex turned cash flow negative for the first time as a public company, triggering market punishment that signals a new bar for hyperscaler spending justification.
"ALPHABET, WHICH BY MOST ACCOUNTS IS THE BEST POSITIONED COMPANY OF THE FOUR HYPERSCALERS TO COMPETE WITH JIM AND I GET IT HAS A CHIP, WAYMO, SEARCH, ALL OF THESE DIFFERENT BUSINES…"
41:20