CJ Muse
Analyst
Cantor
Equibles does not estimate personal net worth.
About CJ Muse
CJ Muse is recorded as Analyst at Cantor. CJ Muse has spoken on 3 earnings calls across 2 companies, most recently for Sandisk Corp on August 5, 2026. Those appearances were for Advanced Micro Devices Inc (AMD) and Sandisk Corp (SNDK). The companies whose calls CJ Muse spoke on are classified in the Technology sector.
CJ Muse on recent calls
“So can you focus on why you're so confident in the securities of NBMs and that today's supply is limited and that will drive a durable and elongated cycle? Thanks so much.”
“If I take your data center guide, Lisa, it sort of implies instinct revenues of $30 billion, give or take.”
“I'm curious on the server CPU side of the house, and given the dramatic tightness, curious, you know, your ability to source incremental capacity from TSMC and elsewhere, and I guess how long will it take for that to see wafers out and how should we think about the implications for kind of the growth trajectory…”
Affiliation history
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Cantor
Analyst
Transcript header (unverified)
Current
Company network
Sandisk Corp
SNDK
Computer Hardware · Technology
1 appearance
Latest appearance 2026-08-05
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