Media

  • Media

Media Appearances

Data Center Buildout Going Too Far (11/12/2025)

Opportunity Plays Outside of Nvidia (8/28/2025)

Intel Gets $2B Investment, AMD’s “Real Shot” Against NVDA (8/19/2025)

Micron’s Earnings Were Incredible (9/24/2025)

NVDA and OpenAI (9/22/2025)

Market Might Turn Away From AI for a While (8/27/2025)

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