Appears On
Episode Appearances
Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Makes tactical portfolio moves; sold Thermo Fisher, trimmed Amgen, bought Eli Lilly; discusses momentum themes”
S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations
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