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 LVMH sale of Marc Jacobs brand to WHP Global; provided deal details and strategic implications for luxury retail”
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 24, 2026
Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26
“Reported on FDA fast-tracking psychedelic drug research and Trump administration support”
Semiconductor Supply Chain and CPU DemandAI Infrastructure Investment and CapEx CyclesFed Leadership Confirmation and Monetary Policy
View Analysis