Podcast Episodes

Daily Earnings: Cold War Plutonium & Tariff Turnarounds (OKLO, UAA, NXT) | May 12

To satisfy the staggering physical demands of AI infrastructure, the energy sector is radically rewriting its supply chains, while completely differe…

2 months, 2 weeks ago

D-Wave (QBTS): The $33M bookings boom & the revenue accounting trap [Q1 2026]

D-Wave’s Q1 2026 presents a massive optical disconnect between record-breaking sales demand and a GAAP revenue line that practically vanished.

In ~10 …

2 months, 2 weeks ago

Nextpower (NXT): The AI data center pivot & a $32M tax illusion [Q4 2026]

Nextpower's Q4 print features a massive bottom-line beat and an aggressive M&A pivot toward AI data centers, but the headline numbers mask a few crit…

2 months, 2 weeks ago

Oklo (OKLO): A $2.5B war chest, Cold War fuel & 229-day reactor builds [Q1 2026]

Oklo’s Q1 2026 highlights the ultimate deep-tech paradox: aggressively issuing shares to hoard a massive $2.5 billion cash runway while racing to phy…

2 months, 2 weeks ago

Under Armour (UAA): The $70M government gamble & the end of the Curry era [Q4 2026]

Under Armour’s Q4 2026 reveals a shrinking athletic giant burning cash to pivot into lifestyle apparel while pinning next year's profitability on an …

2 months, 2 weeks ago

Daily Earnings: Hard Grid Limits, Deleted Revenue & Gold (PLUG, HIMS, B) | May 11

Today's earnings show businesses slamming into hard physical and regulatory limits, forcing them to radically alter everyday operations and use adjus…

2 months, 2 weeks ago

AST SpaceMobile (ASTS): The Q2 capex cliff & stacking tuna cans in orbit [Q1 2026]

AST SpaceMobile missed Q1 2026 revenue estimates by a mile, but with $3.5 billion in liquidity, the market is laser-focused on the company's aggressi…

2 months, 2 weeks ago

Hims & Hers (HIMS): Torching a $33M GLP-1 supply & the branded weight-loss pivot [Q1 2026]

Hims & Hers completely flipped the script in Q1 2026, eating a massive restructuring loss to dodge mounting legal heat while simultaneously financing…

2 months, 2 weeks ago

Barrick (B): Surviving Mali's gold heist & the upcoming North America IPO [Q1 2026]

Surging commodity prices completely masked a 17% sequential drop in production as Barrick Mining Corporation reported a chaotic yet highly profitable…

2 months, 2 weeks ago

Plug Power (PLUG): The $579M cash hostage & an AI grid bottleneck bailout [Q1 2026]

Plug Power’s Q1 2026 is less about the grand hydrogen future and more about high-stakes balance sheet surgery to survive the liquidity clock.

In this…

2 months, 2 weeks ago