Episode Appearances
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Guest panelist; advocates for memory (DRAM) trade over Cerebras; discusses chip equipment maker valuations and AI bottleneck hierarchy”
Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade
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Bloomberg Daybreak: US Edition · May 5, 2026
US and Iran Trade Fire; Secret Service Shoots Man Near White House
“Analyzed retail investor participation decline from 11-15% to 7.5% and institutional investor market dominance”
US-Iran Military Escalation and Strait of Hormuz SecurityOil Supply Chain Disruption and Energy Market VolatilitySemiconductor Supply Chain Diversification
View AnalysisCNBC's "Fast Money" · Feb 6, 2026
Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26
“Citi Head of Equity Trading Strategies; discussed rotation from growth to cyclicals and software valuation concerns.”
AI CapEx Spending SustainabilitySoftware Stock Valuation and Disruption RiskMarket Rotation: Growth to Value/Cyclicals
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