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Edison Lee
Person
Edison Lee is a technology and telecommunications equity analyst known for research covering Apple and Asian electronics supply chains. In the excerpt, he is associated with a downgrade of Apple based on supply-chain checks.
2 episodes featuring Edison Lee
Bloomberg Tech
Intel’s financing bet tests the AI infrastructure boom
The episode connects Intel’s capital needs, AI compute financing, concentrated technology valuations, and the race to build resilient defense supply chains.
Aug 11, 2026 · 55 min
Bloomberg Tech
Intel bets on AI as Apple’s hardware edge wavers
The episode connects Intel’s financing push, Apple’s supply-chain strain, and the broader question of where durable AI value will accrue.
Aug 10, 2026 · 53 min