Appears On
Episode Appearances
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Guest analyst breaking down Cerebras IPO details; discusses customer concentration with OpenAI, UAE, AWS; Morgan Stanley $15B revenue forecast”
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" · Feb 25, 2026
All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26
“CNBC reporter; provided real-time NVIDIA earnings analysis including $78B guide, margin sustainability, and Rubin demand signals”
NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence
View Analysis