// PERSON
Stacy Rasgon
ROLE SENIOR ANALYST AT BERNSTEIN RESEARCHMENTIONS 1LAST SEEN JULY 8, 2026
// BIO
Stacy Rasgon is a Senior Analyst and Managing Director at Bernstein Research, covering U.S. semiconductors. He is best known for his analysis of AI compute stocks and semiconductor companies including Nvidia, AMD, Intel, and Qualcomm. He is a frequent commentator on financial media outlets such as CNBC, where he discusses the AI investment cycle and chip sector trends.
Discussed in
// RECENT MENTIONS
// SIGNALS
1 SIGNAL
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mention·Axios AI+·JULY 8, 2026
“If you're just starting to design a chip right now, you won't see silicon for three years. — Stacy Rasgon, Bernstein”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.