Mentioned On
Episode Mentions
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“Semiconductor company benefiting from AI narrative rotation; promised 10% stock sale to OpenAI that never materialized”
Finance Twitter as market-moving hive mind and sentiment indicatorRetail investor coordination and momentum-driven trading replacing fundamental analysisKorean retail traders and KOSPI index parabolic moves
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Bloomberg Daybreak: US Edition · May 6, 2026
Report: US, Iran Close to War's End; Trump, China's Xi Prepare for Meeting
“Stock surged 19% on strong Q1 earnings and Q2 guidance driven by AI data center spending, gaining share from NVIDIA”
US-Iran Nuclear NegotiationsStrait of Hormuz Shipping SecurityTrump-Xi Jinping Meeting Preparation
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Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Reporting earnings tonight; volatile but up significantly, with 65% earnings growth expected; secondary chip beneficiary of AI spending”
Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth
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CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Historical competitor to Intel; market cap comparison ($497B) used to contextualize Intel's valuation recovery”
Intel Q1 Earnings and Data Center GrowthAI Infrastructure and Chip DemandSemiconductor Sector Valuation and Bubble Risk
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