Appears On
Episode Appearances
CNBC's "Fast Money" · May 5, 2026
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26
“Explained unusual volatility pattern with upside moves catching investors off-guard; discussed options positioning”
AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA
View AnalysisCNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“SIBO head of derivatives market intelligence; discussed options market skew at one-year highs and retail positioning shift to call selling”
NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges
View Analysis