Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Joseph Moore is recorded as Analyst at Morgan Stanley. Joseph Moore has spoken on 10 earnings calls and 2 other investor events across 6 companies, most recently for Micron Technology Inc on September 30, 2026. Those appearances were for Nvidia Corp (NVDA), Micron Technology Inc (MU), On Semiconductor Corp (ON), Skyworks Solutions, Inc. (SWKS), IonQ, Inc. (IONQ) and 1 other company. The companies whose calls Joseph Moore spoke on are classified in the Technology sector.
“In terms of supply growth decelerating next year, you know, I guess that's a little surprising in the context of the CapEx. And I know you talked about some of the dampening effects of HBM, but I don't think that delta should be changing that much.”
“I was really interested in a lot of the platform approaches that you guys talk about with Treo and EPP. And I know there's a progression of you've already moved from discreet to modules and things like that.”
“I wonder if you could give us color on the 70%. And what gives you the confidence to guide a full year out if you haven't been doing that? And then what's the gap between that amount of growth and the 100% demand growth?”
“You just mentioned Android being strong in the quarter. Can you talk about the Android prospects in the second half, and what's different about that versus your biggest customer?”
“You know, it seems like they're putting a deposit and then they get the deposit back, you know, is what is the reason for them to commit that cash?”
Morgan Stanley
Analyst
Source not stated
NVDA
Semiconductors · Technology
IONQ
Computer Hardware · Technology
