Appears On
Episode Appearances
CNBC's "Fast Money" · Apr 24, 2026
Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26
“Analyzed Intel valuation, Novo Nordisk recovery trade, and Alibaba opportunity”
Semiconductor Supply Chain and CPU DemandAI Infrastructure Investment and CapEx CyclesFed Leadership Confirmation and Monetary Policy
View AnalysisCNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Long United Rentals for 10+ years; highlighted margin improvements and multi-year project visibility”
Intel Q1 Earnings and Data Center GrowthAI Infrastructure and Chip DemandSemiconductor Sector Valuation and Bubble Risk
View Analysis