Mentioned On
Episode Mentions
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Chip equipment maker reported record results; shares higher after-hours; positioned to benefit from sustained AI-driven semiconductor demand”
Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade
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Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“Semiconductor equipment manufacturer unable to produce enough capital equipment to meet demand”
Semiconductor Supply Shortage and Data Center DemandAI Infrastructure Buildout and Capital Equipment ConstraintsMemory and Storage Stock Valuations (Price-to-Earnings Multiples)
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Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
“Semiconductor equipment supplier facing demand surge from TSMC and other foundries scaling CapEx”
Token Economics and Pricing ModelsFrontier Model Capabilities and BenchmarksSemiconductor Supply Chain Constraints
View AnalysisCNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“Semiconductor equipment stock among biggest laggers following NVIDIA earnings”
NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges
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The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“Semiconductor equipment supplier focused on helping memory vendors develop 3D DRAM technology”
DRAM Manufacturing Capacity and Fab ConstructionAI Data Center Infrastructure BuildoutMemory Pricing Dynamics and Market Oligopoly
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