Analyst
Cantor Fitzgerald
Equibles does not estimate personal net worth.
CJ Muse is recorded as Analyst at Cantor Fitzgerald. CJ Muse has spoken on 33 earnings calls across 14 companies, most recently for Marvell Technology, Inc. on August 27, 2026. Those appearances were for Nvidia Corp (NVDA), Seagate Technology Holdings plc (STX), Intel Corp (INTC), Asml Holding NV (ASML), Applied Materials Inc (AMAT) and 9 other companies. The companies whose calls CJ Muse spoke on are classified in the Technology sector.
“I think one of the more interesting takeaways from NVIDIA's report last night is Jensen's view of the fungibility of compute, networking, and memory to deliver performance in the AI data center in a cost-constrained world.”
“There's tremendous investor focus on your inference market share.”
“A quarter ago, you quantified semi-systems growth of 30-plus percent. Curious if there's kind of framework for thinking about what the growth outlook looks like now, given your positive commentary.”
“A quarter ago, you quantified semi-systems growth of 30-plus percent. Curious if there's kind of framework for thinking about what the growth outlook looks like now, given your positive commentary.”
“I'm curious if you could kind of speak to like for like versus the benefit of newer products.”
Cantor Fitzgerald
Analyst
Transcript header (unverified)
NVDA
Semiconductors · Technology
INTC
Semiconductors · Technology
ASML
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
KLAC
Semiconductor Equipment & Materials · Technology
INTEL-T
Semiconductors · Technology
AVGO
Semiconductors · Technology
SNDK
Computer Hardware · Technology
LRCX
Semiconductor Equipment & Materials · Technology
APPL MATERIAL-T
Q3 2026 Applied Materials Earnings Conference Call
APPL MATERIAL-T
Q2 2026 Intel Corporation Earnings Conference Call
INTEL-T
Q4 2025 Intel Corporation Earnings Conference Call
INTEL-T
