Podcast Episodes

Booking Holdings (BKNG): The March transit freeze & the AI checkout [Q1 2026]

Booking Holdings survived a sudden global travel freeze in Q1 2026, but the market heavily punished the stock over fears of extended transit delays i…

3 months ago

Seagate (STX): Sold out until 2028 & the massive Agentic AI storage boom [Q3 2026]

Seagate's Q3 2026 results prove the AI boom isn't just about compute power; it's triggering a massive physical data storage shortage.

In ~10 minutes:

•…

3 months ago

Nucor (NUE): Crushing foreign steel dumpers & front-running the AI grid crisis

Nucor's Q1 2026 masterclass in corporate pricing discipline completely suffocated foreign steel imports and nearly doubled their net earnings quarter…

3 months ago

Daily Earnings: Software Precision Replaces Brute Force | Apr 27

Faltering consumer sentiment and rising operational costs are forcing enterprise giants to abandon brute-force growth subsidies in favor of targeted …

3 months ago

Amkor (AMKR): Passing the AI inflation bill & factory floor Tetris [Q1 2026]

Amkor’s Q1 2026 proves that when you are the exclusive bottleneck for advanced AI packaging, you can force desperate customers to absorb your inflati…

3 months ago

Cadence (CDNS): The hidden AI utility meter & a $180M cash illusion [Q1 2026]

Cadence hit a record $8 billion backlog in Q1 2026, yet an accounting optical illusion masked a 40% free cash flow plunge.

In this episode:

• Why swal…

3 months ago

Verizon (VZ): The death of free phones & renting fiber to hyperscalers [Q1 2026]

Verizon finally broke its expensive habit of giving away $1,000 phones to mask bad coverage, driving a massive profitability beat and sending the sto…

3 months ago

Domino's (DPZ): The AI pizza hostage & bankrupting 450 rivals [Q1 2026]

Domino's Q1 2026 earnings revealed stalling domestic growth, but the pizza giant is deploying a ruthless combination of margin warfare and internal t…

3 months ago

Daily Earnings: Heavy industry funds the off-grid AI expansion | Apr 24

Welcome to our inaugural "Daily Earnings" episode. Our goal is to provide daily brief on the most interesting trends in earnings. Let us know what yo…

3 months, 1 week ago

SLB (SLB): The $200M Middle East conflict tax & the Nvidia data center pivot [Q1 2026]

SLB's Q1 2026 reveals a bizarre paradox: a legacy oil giant absorbing a $200M Middle Eastern geopolitical shock while quietly moonlighting as a build…

3 months, 1 week ago