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Gil Loria

Mentioned in 2 analyzed podcast episodes across 1 show

Appears On

CNBC's "Fast Money"

Episode Appearances

CNBC's "Fast Money"

CNBC's "Fast Money" · May 14, 2026

Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26

“Guest analyst skeptical of Cerebras valuation; compares to Concorde supersonic jet; values company at $115 based on backlog; warns on execution risk”

Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade

CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

“Analyzed cloud backlog concentration risk and valuation discrepancy favoring Microsoft over Google”

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA