Podcast Episodes

Daily Earnings: Accounting illusions mask the AI CapEx bill (AMZN, GOOGL, META) | Apr 29

Big Tech printed historic profit beats across the board this quarter, but those headline numbers rely on significant accounting anomalies to obscure …

3 months ago

Microsoft (MSFT): A $25B hardware inflation tax & the end of seat licenses [Q3 2026]

Microsoft's Q3 2026 results reveal a fascinating paradox: as AI revenue crosses a $37 billion run rate, the company is absorbing a punishing $25 bill…

3 months ago

Amazon (AMZN): The $53B AI debt binge & a shadow chip empire [Q1 2026]

Amazon (AMZN) just posted its highest operating margin in history for Q1 2026, but an astonishing $44 billion AI infrastructure build-out has virtual…

3 months ago

Alphabet (GOOGL): The $0 buyback freeze & the off-cloud hardware pivot [Q1 2026]

Alphabet’s Q1 2026 results show a company completely abandoning its massive stock buyback engine to fund a staggering $35.7 billion AI infrastructure…

3 months ago

Meta Platforms (META): The EPS hallucination & funding silicon with layoffs [Q1 2026]

Despite posting a massive 56% EPS beat for Q1 2026, Meta’s headline numbers mask an $8 billion tax hallucination and skyrocketing infrastructure cost…

3 months ago

Teradyne (TER): The $1.1B AI hardware lag & breaking monopolies [Q1 2026]

Despite shattering historical revenue records in Q1 2026, Teradyne’s 20% stock drop exposes a fascinating physical bottleneck in the AI boom.

In ~10 m…

3 months ago

Daily Earnings: Optical Illusions & Power Limits (STX, KO) | Apr 28

Today's reporting highlights a stark contrast between heavy industry hitting absolute physical limits and consumer brands leaning on accounting quirk…

3 months ago

Robinhood (HOOD): The 60M child pipeline & the death of the $25k day trader rule [Q1 2026]

Despite locking down 60 million future users via the U.S. Treasury, Robinhood's Q1 2026 results missed the mark as retail trading velocity abruptly c…

3 months ago

Bloom Energy (BE): The 2.45GW Oracle deal & bypassing the broken grid [Q1 2026]

Bloom Energy (BE) is transforming from an industrial hardware provider into a critical AI power player, driven by a staggering off-grid megadeal with…

3 months ago

Coca-Cola (KO): The 6-day calendar trick & a $14B IRS tax bomb [Q1 2026]

Coca-Cola's Q1 2026 looked flawless on the surface, but a massive $14B hidden tax overhang and a calendar quirk paint a much more complicated picture…

3 months ago