Episode Appearances
Bloomberg This Weekend · Jul 10, 2026
Special Edition: SK Hynix Debuts in US, Opens 14% Above Offer Price
“Discussed AI infrastructure investment thesis, hyperscaler capex sustainability, and memory demand durability”
SK Hynix U.S. IPO and ADR listing mechanicsHigh-bandwidth memory (HBM) market dominance and NVIDIA supply relationshipAgentic AI memory requirements versus model training phase
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Bloomberg Tech · Jul 10, 2026
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
“Discussed portfolio exposure to memory sector, CapEx sustainability, and AI infrastructure investment thesis”
SK Hynix Nasdaq IPO and ADR listing mechanicsHigh-bandwidth memory (HBM) market dominance and NVIDIA supply relationshipsAI infrastructure investment and data center buildout economics
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Elon Musk Podcast · Feb 25, 2026
Tesla's Autonomy Reputation Defense
“Investor quoted calling Tesla a 'generational opportunity,' contingent on successful RoboTaxi pivot and autonomy market dominance.”
False Advertising Regulation in Autonomous VehiclesCyberCab Launch Strategy and Regulatory ApprovalAutopilot and Full Self-Driving Marketing Claims
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