Episode Appearances
Bloomberg Tech · May 6, 2026
AMD Soars on Blockbuster AI-Fueled Forecast
“Discussed AMD's CPU strength and NVIDIA's Corning deal strategy to remove AI infrastructure bottlenecks”
AI Infrastructure Supply ChainCPU vs GPU Market DynamicsAgentic AI and Inference Processing
View AnalysisBloomberg Tech · May 5, 2026
Apple Weighs Using Intel, Samsung Processors
“Analyzed AMD earnings expectations, semiconductor index momentum, and circular financing trends”
Apple chip manufacturing diversificationU.S. semiconductor supply chain reshoringAI model government pre-release reviews
View AnalysisBloomberg Tech · Apr 24, 2026
Intel Delivers Strong AI-Fueled Outlook
“Semiconductor coverage expert since 1998; discussed Intel CPU renaissance and foundry business challenges”
Intel CPU Demand and Data Center AI WorkloadsIntel Foundry Business Execution and 18A/14A Process NodesTech Workforce Reductions and AI CapEx Offset Strategy
View AnalysisBloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Explained Tesla's TerraFab pilot line strategy and Intel 14A process partnership implications”
Tesla Capital Expenditure Strategy and AI InvestmentSemiconductor Manufacturing and Vertical IntegrationAutonomous Vehicle Deployment and Regulation
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IMO with Michelle Obama and Craig Robinson · Jan 21, 2026
Support Your Village with Regina and Reina King
“Regina King's late son who inspired the Me and You wine label and influenced Malia and Sasha Obama”
Sibling relationships and family dynamicsParenting strategies and child developmentEntertainment industry careers and production
View Analysis