Analyst
Cantor Fitzgerald
Equibles does not estimate personal net worth.
C.J. Muse is recorded as Analyst at Cantor Fitzgerald. C.J. Muse has spoken on 10 earnings calls across 8 companies, most recently for Western Digital Corp on August 5, 2026. Those appearances were for Nvidia Corp (NVDA), Seagate Technology Holdings plc (STX), Western Digital Corp (WDC), GLOBALFOUNDRIES Inc. (GFS), Micron Technology Inc (MU) and 3 other companies. The companies whose calls C.J. Muse spoke on are classified in the Technology sector.
“It's hard not to compare your results with your main competitor, where they're seeing better sequential top-line growth and targeting gross margins of nearly 200 bps higher than your September guide.”
“I guess first question was to focus on technology services. Obviously, you're rebranding changes in mix. We'd love to hear how we should think about the growth trajectory here beyond calendar 26.”
“Can you turn it back to management so they can answer the prior question?”
“I guess with CPX for large context, Windows and Grock likely adding a decode-specific solution, curious how we should think about your future roadmap.”
“I guess curious, you know, obviously the DRAM makers have been talking about satisfying only 50 to 70 percent of the demand, and they're highlighting, you know, shortages into 2028.”
Cantor Fitzgerald
Analyst
Source not stated
NVDA
Semiconductors · Technology
QCOM
Semiconductors · Technology
KLAC
Semiconductor Equipment & Materials · Technology
ASML
Semiconductor Equipment & Materials · Technology
