Appears On
Episode Appearances
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Reported on Biogen Alzheimer's drug trial results; discusses dose-response failure but advancement to phase three; analyst concerns on data transparency”
Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade
View AnalysisCNBC's "Fast Money" · Apr 1, 2026
Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26
“Reports on Eli Lilly's Fondayo obesity pill approval, compares efficacy and convenience to Novo Nordisk's Wegovy”
Iran War Impact on Markets and Oil PricesMarket Rally Sustainability and Fading the BounceHousing Market Deterioration and Mortgage Rate Impact
View Analysis