Adam Parker of Trivariate Research joins Michael Monaghan on Founders and Friends to discuss NVIDIA, the AI supercycle, semiconductor stocks, stock market strategy, valuation, portfolio construction, and where investors may still have an edge.
Adam Parker of Trivariate Research joins Michael Monaghan on Founders and Friends to discuss NVIDIA, the AI supercycle, semiconductor stocks, stock market strategy, valuation, portfolio construction, and where investors may still have an edge.
Adam Parker, Trivariate Research CEO, joins ‘Squawk on the Street’ to discuss S&P tech seeing its best week since May, why he says Micron will double by the end of the cycle, and more.
Adam Parker, founder and CEO at Trivariate Research, joins ‘Squawk on the Street’ to discuss software stocks, market themes, and more.