Kunjan Sobhani

Kunjan Sobhani has discussed 5 US public companies across 8 Bloomberg Intelligence episodes, per Ticker.id. Top: $INTC, $META, $GOOG, $AMD, $NVDA.

  1. Near-term, there doesn't seem to be a lot of big upside, apparently, from the company's perspective. We still think they are being conservative and they could get higher than that $115.
    Kunjan Sobhani · Bloomberg News Now · No End in Sight In Iran, Wars Strain Global Supplies, More · 2026-09-03
  2. More than that was this is the first time ever where they laid out clearly their top 4 customers, Google, OpenAI, Meta, and Anthropic, gigawatts that they are going to deploy for each '27 and '28 in detail.
    Kunjan Sobhani · Bloomberg News Now · Global Gas Supply Fight, Broadcom AI Chip Surge Forecast, More · 2026-09-03
  3. We think still— we still think they are being conservative and they could get higher than that $115 billion.
    Kunjan Sobhani · Bloomberg News Now · Minneapolis Shooting Leaves 3 Dead, NBA Punishes Clippers, More · 2026-09-03