Podcast Episodes

Procter & Gamble (PG): The $261M trash bag illusion & robot-run night shifts [Q3 2026]

P&G’s latest earnings beat masks underlying margin decay, saved largely by a timely joint-venture liquidation and aggressive retail stockpiling.

In ~1…

3 months, 1 week ago

Baker Hughes (BKR): The 1.2GW AI power pivot & surviving the Hormuz blockade [Q1 2026]

Baker Hughes shares surged 10% following its Q1 2026 report, defying an 84% plunge in free cash flow as the legacy oilfield titan revealed a massive …

3 months, 1 week ago

NextEra Energy (NEE): "Infinite return" gas plants & a $700M yieldco wipeout [Q1 2026]

In Q1 2026, NextEra Energy presented a massive divergence: hyping an unprecedented zero-capital mega-deal while quietly swallowing a $700 million imp…

3 months, 1 week ago

SAP (SAP): The €135M stock crash bailout & the death of NPS [Q1 2026]

SAP posted double-digit Q1 2026 profit growth, but the underlying numbers required financial engineering and a market plunge to look this good.

In ~10…

3 months, 1 week ago

Newmont (NEM): Earthquakes, floods & a massive $6B buyback machine [Q1 2026]

Despite floods, fires, and a magnitude 4.5 earthquake striking its flagship mine, Newmont Corporation posted an unbelievable $3.1 billion in free cas…

3 months, 1 week ago

Intel (INTC): Scraping the supply closet & the Musk Terafab alliance [Q1 2026]

Intel's Q1 2026 revealed a massive pivot where staggering AI demand forced the company to sell legacy, de-spec'd chips from the supply closet just to…

3 months, 1 week ago

Nokia (NOK): Ramping California laser fabs to feed an 18-month AI bottleneck [Q1 2026]

Nokia's Q1 2026 isn't just a traditional telecom print; it reveals an aggressive restructuring to become the plumbing of the AI supercycle.

In ~10 min…

3 months, 1 week ago

Union Pacific (UNP): The $1T Berkshire excuse & AI-automated yards [Q1 2026]

Union Pacific is freezing its stock buybacks to bankroll a historic rail monopoly in Q1 2026, relying on hyper-efficient AI yard technology to offset…

3 months, 1 week ago

Lockheed Martin (LMT): The $291M software glitch & rewriting defense rules [Q1 2026]

Lockheed Martin’s Q1 2026 earnings revealed a sharp paradox: unmatched battlefield superiority overshadowed by a cash-draining back-office billing fa…

3 months, 1 week ago

ServiceNow (NOW): AI token pricing, a $4B cyber loan & the DOJ probe [Q1 2026]

ServiceNow's Q1 2026 print delivered an impressive revenue beat, but the market punished the stock over a softer backlog and a rapid shift away from …

3 months, 1 week ago