Tyler Radke
Managing Director and Co-Head of U.S. Software Equity Research at Citi, offering financial analysis of Oracle's results, cloud backlog, margins, and customer financing dynamics.
Best podcasts with Tyler Radke
Ranked by the Snipd community
17 snips
Mar 11, 2026 • 49min
Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPT
Tomasz Tunguz, venture investor focused on SaaS and cloud infrastructure; Tyler Radke, Citi software equity analyst; Anne Guillen, e‑commerce reporter on ChatGPT apps; Dallas Dolan, PwC tech leader on AI-driven SaaS sales. They unpack Nvidia’s big Nebius bet and NeoCloud strategies. They dig into Oracle’s cloud rebound and margins. They explore ChatGPT apps, Sora video integration, commerce friction, and outcome-based AI selling.
Mar 11, 2026 • 43min
SOTS 2nd Hour: February CPI Report, A Historic Oil Release, & Oracle's Big Bump 3/11/26
Tyler Radke, Citi co-head of U.S. Software Equity Research, breaks down Oracle’s strong results and why he lifted his price target. He discusses data-center execution, Project Stargate capacity and long-term AI infrastructure contracts. The hour also covers the historic 400M-barrel IEA release, market positioning amid oil shock, and geopolitical risks around the Strait of Hormuz.
