Episode Appearances
Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Quoted on Palantir positioning as clear front-runner in software AI space with 'stunning' earnings”
Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth
View AnalysisBloomberg Intelligence · Apr 24, 2026
DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed
“Discussed tech CapEx monetization, Oracle coverage initiation, Tesla robotics, and geopolitical supply risks”
Federal Reserve Chair Confirmation ProcessDOJ Investigation and Immunity AgreementsFOMC Meeting and Interest Rate Policy
View AnalysisTBPN · Mar 12, 2026
Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
“Tech analyst covering AI revolution and identifying Palantir as key beneficiary”
AI impact on white-collar employmentForward deployed engineering evolutionEnterprise software disruption
View AnalysisElon Musk Podcast · Jan 4, 2026
BYD Outsold Tesla by 600,000 Cars. Here's How
Electric vehicle market leadership transitionTesla delivery decline analysisBYD international expansion strategy
View Analysis