Joe Moore
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Joe Moore
Joe Moore is recorded as Analyst at Morgan Stanley. Joe Moore has spoken on 39 earnings calls and 11 other investor events across 21 companies, most recently for Ambarella Inc on September 3, 2026. Those appearances were for Allegro Microsystems, Inc. (ALGM), Sandisk Corp (SNDK), Nvidia Corp (NVDA), Astera Labs, Inc. (ALAB), NXP Semiconductors N.V. (NXPI) and 16 other companies. The companies whose calls Joe Moore spoke on are classified in the Technology sector.
Joe Moore on recent calls
“I wonder, first, in terms of the broader ecosystem, you talked about some of the challenges of memory. You know, what does that mean for your business? Do you think is there a risk of pull forwards or things like that because people are trying to get ahead of memory price increases?”
“I want to understand something you said about CUDAQ. I would understand reservations with IBM and Google that you're tied to their hardware. I guess NVIDIA would argue that they're sort of agnostic to the quantum side of it, and you're locked into the coprocessor and simulation side.”
“Along the same lines, can you talk about your progress in copper scale-up? And you mentioned the sort of success across the three protocols. How do you think about copper scale-up as it transitions to optical?”
“You should consider these risk factors in conjunction with our other forward-looking statements.”
“I also wanted to ask about the business mix between the segments. If you're a third data center now, and by most accounts, data center is going to roughly double in the next 12 months, what does that imply for your mix a year from now?”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
SNDK
Computer Hardware · Technology
NVDA
Semiconductors · Technology
ALAB
Semiconductors · Technology
INTC
Semiconductors · Technology
Semiconductor Equipment & Materials · Technology
AMBA
Semiconductor Equipment & Materials · Technology
SMTC
Semiconductors · Technology
Software - Infrastructure · Technology
QCOM
Semiconductors · Technology
INTEL-T
Semiconductors · Technology
Software - Infrastructure · Technology
Recent activity
Show 38 earlier activities
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Earnings call
Q2 2026 Intel Corporation Earnings Conference Call
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Earnings call
Q4 2025 Intel Corporation Earnings Conference Call
INTEL-T
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