Podcast Episodes

Keysight (KEYS): A $93M Supreme Court glitch & the race to test AI physics [Q2 2026]

Keysight Technologies just reported a massive Q2 2026, but the headline numbers hide an obscure legal windfall and an intense internal capacity race …

2 months, 1 week ago

Home Depot (HD): The $100B HVAC loophole & freeing the Orange Apron [Q1 2026]

Home Depot's Q1 2026 earnings reveal a brilliant logistics loophole that expanded their addressable market by $100 billion, even as aggressive acquis…

2 months, 1 week ago

Daily Earnings: Hardware gridlock forces FPS orders & Figma’s AI paywall | May 14

The extreme physical gridlock of the AI boom is forcing hardware buyers to prioritize delivery speed over price, while software platforms finally pro…

2 months, 2 weeks ago

Figma (FIG): Ignoring the AI paywall curse & funding operations with Adobe's $1B [Q1 2026]

Figma’s Q1 2026 results prove that human design is becoming software’s most valuable commodity in an AI-generated world. 🎨

In ~10 minutes:

• How enforc…

2 months, 2 weeks ago

Applied Materials (AMAT): Panic booking to 2027 & the hidden cash drain [Q2 2026]

Chipmakers are so desperate for capacity that Applied Materials (AMAT) secured a two-year waitlist for Q2 2026, but the explosive growth is severely …

2 months, 2 weeks ago

Intuitive Machines (LUNR): The $800M M&A hangover & the orbital data center pivot

Intuitive Machines nearly tripled its revenue in Q1 2026, but the massive integration costs of buying an infrastructure competitor sent operating los…

2 months, 2 weeks ago

Forgent Power (FPS): 6-month data center grids & the $200M insider tax drain

Forgent Power Solutions' Q3 2026 print proves that speed is the ultimate currency in the AI infrastructure boom, but rapid scaling comes with a hidde…

2 months, 2 weeks ago

Daily Earnings: Hardware Rewiring & Supply Hoarding (CSCO, USAR) | May 13

Corporate America is fundamentally re-engineering its physical and human supply chains to bypass crushing component inflation and severe geopolitical…

2 months, 2 weeks ago

USA Rare Earth (USAR): Panic buying magnets & a $2.8B stock dilution [Q1 2026]

USA Rare Earth's Q1 2026 pivot to active commercial manufacturing reveals a frantic push to secure Western supply chains, balancing rapid global scal…

2 months, 2 weeks ago

Cisco (CSCO): The $1B AI pivot & designing gear with 50% less memory [Q3 2026]

Cisco’s Q3 2026 results sent shares surging 22% as the company forcefully bypassed supply chain inflation and re-wired its talent structure for AI hy…

2 months, 2 weeks ago