Podcast Episodes
Back to SearchAffirm Plunges 14% — Punished for Klarna’s Sins?
Season 1 Episode 62
Affirm stock just shed 14% in a single week, leaving investors baffled. The twist? The company actually crushed earnings, posting 34% revenue growth …
11 months, 3 weeks ago
Chipotle Plunges 50% in 12 Months — The “Portion Size” Lawsuit & The End of Easy Growth
Season 1 Episode 61
Chipotle’s stock has been cut in half, crashing 50% over the last 12 months as the "growth at any cost" era comes to a screeching halt. Why the massi…
11 months, 3 weeks ago
LandBridge Plunges 15% — Why Insiders Are Cashing Out on Record Growth
Season 1 Episode 60
LandBridge just delivered massive numbers—revenue up 78% and tripled net income—yet the stock nose-dived 15%. Why? Because the people running the sho…
11 months, 3 weeks ago
Remitly’s 78% Earnings Miss — When 21% Customer Growth Means Nothing
Season 1 Episode 59
Remitly's stock is in a "total bloodbath," hitting a new 52-week low despite posting 21% customer growth and raising its full-year guidance. What wen…
11 months, 4 weeks ago
Duolingo Plunges 25% Despite 680% Earnings Beat — A Strategic Pivot or AI Panic?
Season 1 Episode 58
Duolingo just reported a mind-blowing 680% earnings beat... and the stock immediately crashed 25%. It’s the paradox of the year. Why? Because managem…
11 months, 4 weeks ago
Oracle’s 25% Plunge — When a $455B Backlog Becomes a Black Hole
Season 1 Episode 57
Oracle’s stock just crashed 25% in the last month, despite revealing a staggering $455 billion cloud backlog—more than double Amazon’s. So why the bl…
1 year ago
Nubank Captures 60% of Brazil — Is the Stock’s All-Time High a Breakout or a Pre-Earnings Trap?
Season 1 Episode 56
Nubank just hit a milestone that sounds impossible: it now banks over 60% of the entire adult population of Brazil. It’s not a fintech startup anymor…
1 year ago
The 15% Nosedive: Why Oscar Health's Business Model Is Bleeding Money
Season 1 Episode 55
First Clover Health, now Oscar. The "tech-first" insurance model is getting hammered, and Oscar Health just became the latest casualty, plunging 15% …
1 year ago
Cash App Couldn't Save It: Decoding Block's 7% Crash and the Expense Blunder
Season 1 Episode 54
Welcome to Implied! On this episode, we break down the massive, nearly 8% plunge in Block's stock ($SQ) after their Q3 earnings report.
What exactly s…
1 year ago
DoorDash’s 17% Plunge — The “Amazon Moment” or Wall Street’s Patience Running Out?
Season 1 Episode 53
DoorDash just suffered its biggest one-day drop ever—down 17%—despite posting 27% revenue growth. Why? Because the company’s spending big on AI, logi…
1 year ago