Gil Luria

Mentioned in 5 analyzed podcast episodes across 4 shows

Head of technology research at DA Davidson who provides expert analysis on major tech industry developments. Frequently discusses semiconductor strategy, AI chip markets, and capital expenditure trends across hyperscalers and major tech companies like NVIDIA, Meta, and Oracle. Podcasts feature his insights on competitive dynamics in the AI infrastructure space and corporate supply chain decisions.

Appears On

Prof G Markets CNBC's "Fast Money"Marketplace Marketplace All-in-One

Episode Appearances

Prof G Markets · Apr 30, 2026

Ray Dalio: The World Order Has Unraveled

“Analyzed big tech earnings, AI CapEx returns, valuation multiples, and data center bottleneck constraints”

Big Cycle Theory and Five Forces FrameworkU.S. National Debt and Deficit SpendingDebt Service Cycles and Credit System Dynamics

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CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

“DA Davidson analyst; discussed NVIDIA earnings reaction, CoreWeave margins, and hyperscaler capex ROI concerns”

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges

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Marketplace · Feb 24, 2026

"We're trying to control what we can control": A Fed president reflects

“Analyst at DA Davidson; discussed Meta's motivation to diversify AI chip supply away from NVIDIA dependency”

Federal Reserve monetary policy and interest rate decisionsTariff policy impacts on business investment and consumer spendingArtificial intelligence labor market disruption and productivity effects

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Marketplace All-in-One · Feb 24, 2026

"We're trying to control what we can control": A Fed president reflects

“Analyst at DA Davidson explaining Meta's strategic benefits from AMD equity stake and supply chain diversification”

Federal Reserve monetary policy and interest rate decisionsTariff policy and trade uncertainty under Trump administrationAI and automation impact on labor markets and productivity

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Prof G Markets · Feb 4, 2026

SpaceX’s $1.25 Trillion AI Bet

“DA Davidson head of technology research; analyzed Oracle's debt issuance, credit ratings, and OpenAI funding risks”

Space-based data centers and orbital AI infrastructureVertical integration in AI supply chainsSpaceX IPO timing and valuation

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