Appears On
Episode Appearances
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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