Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

"Can I short myself?"

2 Apr 2026 · 1 min

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0:45

Dylan Patel from Semi Analysis, called a genius by Jensen Huang, is appearing on Mad Money at 6 PM to discuss semiconductors. The speaker calls Semi Analysis the definitive authority on chip research.

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What are you tackling tonight? There is a company that I regard as the— it's the absolute— it's the gospel of semi analysis. And I've got this guy, Dylan Patel, and I don't think people realize that Semi Analysis is the arbiter. They're like God in the semis. And when they do— when they bless something, it means that it's the benchmark at the best. They are the most honest guys I've come across. And I've always been reading them, but Jensen really praised them. So I reached out to this guy whom I regard as— he's genius. He's genius. That's good. I can't wait to talk to him. That's, that's, that's a promo. Yeah, we'll see you tonight. That was a good promo. Mad Money, 6 PM. Dow holding on.