Appears On
Episode Appearances
CNBC's "Fast Money" · Feb 6, 2026
Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26
“Fast Money panelist; discussed market bottom timing, software disruption thesis, and staples sector positioning.”
AI CapEx Spending SustainabilitySoftware Stock Valuation and Disruption RiskMarket Rotation: Growth to Value/Cyclicals
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