Mentioned On
Episode Mentions
Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Upgraded to strong buy with $72 target; shale producers increasing output; capital allocation returns moderating”
S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations
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Shift Key with Robinson Meyer · Apr 23, 2026
Everything We Didn't Know About the World’s Buzziest Geothermal Startup
“Oil and gas drilling company with board representation at Fervo; investor in geothermal projects”
Enhanced Geothermal Systems (EGS) technology and hydraulic fracturing applicationsFervo Energy S1 filing and IPO valuationAdvanced geothermal cost reduction trajectories and learning curves
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