Trivector offers unique analytical insights into key market and investment controversies. We take the complicated and make it consumable.
Joined September 2024
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Our founder, @Adam_Parker_Tri, joined @CNBCClosingBell to discuss the fundamentals of the AI trade and other market news.
Watch the full segment here: cnbc.com/video/2026/10/19/i-…
Interested in our research? → email [email protected] or visit trivectorresearch.com
Our founder, @Adam_Parker_Tri , joined CNBC's @SquawkStreet to discuss the latest market trends, the challenges portfolio managers are facing, and more.
Watch the full segment here: cnbc.com/video/2026/10/12/tr…
Interested in our research? → email [email protected] or visit trivectorresearch.com
Our founder, @Adam_Parker_Tri , joined SoFi chief market strategist, @LizThomasStrat , and Partners Group chief investment strategist, @AAmoroso_1, on @CNBCClosingBell to discuss the latest market news.
Watch the full segment here: cnbc.com/video/2026/10/06/so…
Interested in our research? → email [email protected]
Our founder, @Adam_Parker_Tri, joined Drew Matus of MetLife Investment Management on CNBC's Closing Bell to discuss the latest market news.
Watch the full segment here: cnbc.com/video/2026/10/02/me…
Interested in our research? → email [email protected]
Our founder, @Adam_Parker_Tri, joined CNBC's @SquawkStreet to discuss the Tech Trade and the Mag 7.
Watch the full segment here: cnbc.com/video/2026/09/28/pe…
Interested in our research? → email [email protected]
Trivector Research retweeted
Are we only a few years into a decade-long AI investment cycle—and what would that mean for portfolio construction?
I joined Citi Wealth CIO Kate Moore and Alger portfolio manager Ankur Crawford on Citi Wealth's The Short and Long to discuss the semiconductor cycle and how investors should think about AI exposure beyond Technology.
We explored why demand estimates have repeatedly proven too conservative, how AI exposure extends into power infrastructure and healthcare services, and what could slow the buildout—from power constraints to regulation and shifts in global chip supply.
Thank you to Kate for hosting and to Ankur for a thoughtful conversation.
Watch “Semiconductors: Navigating the AI Supercycle” here: youtube.com/watch?v=ncB8-LOG…
Our founder, @Adam_Parker_Tri, joined Gabriela Santos of JPMorgan Asset Management and Ankur Crawford of Alger to discuss Tech earnings and the AI buildout cycle.
Watch the full segment here: cnbc.com/video/2026/09/22/ai…
Interested in our research? → email [email protected] or visit trivectorresearch.com/
Our founder, @Adam_Parker_Tri, joined Baird Strategas’ @verrone_chris on @CNBCClosingBell to discuss the latest news affecting equity markets.
Watch the full segment here: cnbc.com/video/2026/07/27/wa…
Interested in our research? → email [email protected]
Trivector Research retweeted
Thanks to @mcmonaghan and the Founders & Friends team for having me on.
We covered the AI supercycle, NVIDIA and Micron, why traditional valuation metrics can fail when selecting stocks, portfolio construction, and where investors may still have an edge.
One point from our conversation: for most of the last several decades, forward earnings estimates tended to be too high. Since NVIDIA’s upward revision in 2023, estimates have consistently been too low. That shift matters when thinking about what the market may still be underestimating.
Watch the full conversation: youtube.com/watch?v=zsn
Trivector Research retweeted
I appreciated the opportunity to join Beyond the Balance Sheet for a conversation about how data, intuition, and experience come together to shape investment decisions.
Drawing on more than 25 years in equity research and investing, I reflected on my career across the buy side and sell side, the transition to entrepreneurship, and the challenges of building an independent research firm.
We also discussed the qualities that distinguish exceptional investors, the value of exploring unconventional ideas, and perspectives on wealth and well-being beyond financial success.
Thank you to the Beyond the Balance Sheet team for having me.
Listen here:
Apple Podcasts: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/show/7hLNsy…
Our founder, @Adam_Parker_Tri , joined @CNBCClosingBell to talk about today's rally in semiconductor stocks.
Watch the full segment here: cnbc.com/video/2026/08/27/tr…
Interested in our research? → email [email protected]
Trivector Research retweeted
"Nvidia will be $10T market cap at the end of this cycle," says Trivariate's Adam Parker on the AI trade
cnbc.com/video/2026/08/14/tr…
Our founder, @Adam_Parker_Tri, joined @CNBC's Squawk on the Street to discuss Micron and why he says the stock likely doubles over the next few years.
Watch the full segment here: cnbc.com/video/2026/08/14/tr…
Interested in our research? → email [email protected] or visit trivectorresearch.com/
Our founder, @Adam_Parker_Tri , joined @CNBC 's @SquawkStreet 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.
Watch the full segment here: cnbc.com/video/2026/08/07/tr…
Interested in our research? → email [email protected] or visit trivectorresearch.com/
Our founder, @Adam_Parker_Tri , joined NewEdge Wealth's @CameronDawson and Strategas' @verrone_chris on @CNBCClosingBell to discuss what will continue to lead equity markets higher.
Watch the full segment here: cnbc.com/video/2026/08/03/wa…
Interested in our research? → email [email protected] or visit trivectorresearch.com/
A common assumption is that a cheap stock with poor price action heading into earnings is 'de-risked'. The data challenges that assumption.
In the lowest price-to-forward earnings decile, stocks that got cheaper last quarter beat estimates 48% of the time. Those that got more expensive beat 58% of the time.
So, what does price action tell us before the print? We break it down in our latest research.
Interested in the full insight? → email [email protected] or visit trivectorresearch.com/
