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Sheila Kiyalu

Mentioned in 1 analyzed podcast episode across 1 show

Episode Appearances

CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

Analyzed airline capacity cuts, pricing power, and regional exposure to jet fuel shortage; highlighted Delta's advantage

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA
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