Mentioned On
Episode Mentions
CNBC's "Fast Money" · May 5, 2026
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26
“FDA approved Icotide for severe plaque psoriasis; J&J projecting $10B peak sales; structured licensing deal provides decade-long revenue stream”
AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA
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