Allbirds' Sudden Shift From Sneakers to AI GPUs
Great to be on @OutFrontCNN @ErinBurnett discussing the head scratching Allbirds overnight pivot from a sneaker company to an AI GPU tech vendor đşđłđżđ @CNN @cnnbrk https://t.co/7TCFWZpGc7
AI Boom Will Fuel Trillions, Tech Winners Ahead
AI Revolution will translate into trillions being spent over the coming years for well positioned tech winners...the stocks on the other hand currently reflecting the opposite with Anthropic fears running rampantâŚwill prove to be a fictional narrative as tech winners...
Palantir Crowned AI Leader on Yahoo Finance
Great to be the discussing the fictional narrative around Palantir and why itâs the leader in AI tech on @YahooFinance with @BrianSozzi and @Marcomadness2 đđŻđđ
Palantir Remains Core AI Leader, Not Threatened by Anthropic
We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the...
Meta's AI Launch Escalates Competitive AI Arms Race
Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing Metaâs AI launch and its importance in this AI Arms Race looking forward with Anthropic and Open AI front and center đđşđżđđŻđ@CNBC @CNBCtech https://t.co/QYVdSoAqh8 https://t.co/2YrdTdFssr
Iran Ceasefire Sparks RiskâOn Rally, Tech Oversold Gains
Look forward to discussing this risk-on market post the Iran ceasefire news and what this means for the oversold tech sector looking ahead on @CNBCClosingBell at 3:35 pm with @ScottWapnerCNBC @CNBC đđżđşđŻđ
Tesla Deliveries and Future Demand Discussed on BBC
Great to be with @BenThompsonTV on @BBCWorld discussing Teslaâs deliveries and the demand path ahead đşđŻđżđ@BBCBreaking https://t.co/77g6Px5deV
Upcoming Power Lunch: SpaceX and Tesla Future Talk
Look forward to discussing SpaceX and the future of Tesla on @PowerLunch at 2:30 pm with @SullyCNBC and @KellyCNBC @CNBC đşđđŻđĽđ
AI Opportunities Spotlighted at RSA with CrowdStrike
Great to be spending some time with @George_Kurtz at @RSAsecurity discussing the AI opportunity and @CrowdStrike đđżđŻđ https://t.co/zflmirCfNf
Tomorrow: CNBC Morning Call on AI Stock Winners
Look forward to being on the new show launch of @CNBCMorningCall tomorrow at 5:45 am with @MorganLBrennan to discuss tech stocks and navigating this white knuckle moment for AI winners @CNBC @CNBCtech đđđşđżâď¸
Students Showcase Generative AI Talent at Penn State
This week we hosted AI Innovation Day & Student Case Competition at @penn_state @SmealCollege â a full-day focus of generative AI, business education, and the incredible talent of students. The energy in the room was electric, and so grateful to...
Nvidia Leads AI Revolution, Discussed on CNBC
Great to be on @CNBCâs Squawk Box Asia with @cherykang and @MartinSoong discussing Nvidia and the AI Revolution đđŻđşđđđż @CNBCi https://t.co/cNfS9qm10M
Palantir Forecasts Massive AI Market Growth Across Sectors
Great to be on @tbpn with @johncoogan and @jordihays from @PalantirTech AIPCon in Kent Island, Maryland discussing Palantirâs massive AI market opportunity over the coming years on both the commercial and government fronts đđżđđŻ https://t.co/NKlxQVDUKY
Oracle's AI and Cloud Metrics Signal Robust Demand
Oracleâs core AI and cloud numbers and backlog tell a very healthy and robust AI Revolution demand story,â Wedbushâs Dan Ives wrote in a note Tuesday. https://t.co/KpVRCqKYn4 @CNBC @CNBCtech đđŻđ
Tech Stocks, Oracle Earnings, and AI Ghost Trade Overhang
Look forward to discussing tech stocks, Oracleâs key earnings, and the AI Ghost Trade still an overhang on oversold software names on @CNBCClosingBell at 3:10 pm with @ScottWapnerCNBC from @FutureProof_HQ in Miami @CNBC @CNBCtech đđĽđżđŻđâď¸
