Podcast Episodes
Back to SearchGE Aerospace (GE): $23B in panic-buying & a broken supply chain [Q1 2026]
GE Aerospace's Q1 2026 reveals a booming business where the absolute biggest crisis is literally having too many aircraft to service.
In this episode:…
3 months, 1 week ago
Nano-X Imaging (NNOX): A $17M factory write-off & the med-tech waiting game [Q4 2025]
Nano-X Imaging's Q4 2025 was a stark reality check, anchored by a massive $17.5 million impairment charge that highlights the painful gap between med…
3 months, 1 week ago
Cleveland-Cliffs (CLF): An $80M weather trap & the death of the aluminum car [Q1 2026]
Cleveland-Cliffs bounced back in Q1 2026, dodging a massive weather-driven cost spike while quietly winning major automakers back from the aluminum E…
3 months, 1 week ago
Ericsson (ERIC): The hidden AI tax & pivoting 5G to war-time tech [Q1 2026]
Ericsson's Q1 2026 earnings reveal a harsh paradox: while management brilliantly defended a 47.2% gross margin through supply chain judo, they are be…
3 months, 2 weeks ago
Alcoa Corporation (AA): Aluminum strength lifted profit, but cash flow went negative [Q1 2026]
Alcoa’s Q1 FY2026 was a split-screen quarter: stronger aluminum pricing lifted profit, while alumina weakness and working-capital timing crushed cash…
3 months, 2 weeks ago
Netflix (NFLX): The Warner fee, Japan's surge and a tougher Q2 read [Q1 2026]
Netflix's Q1 FY2026 was a real operating improvement wrapped inside a one-time $2.8B Warner termination fee, which is why the numbers looked great an…
3 months, 2 weeks ago
Abbott Laboratories (ABT): Fixing a 9-month colonoscopy queue & rare deflation [Q1 2026]
Abbott Laboratories posted decent Q1 2026 numbers, but a massive $21 billion cancer-testing acquisition has Wall Street spooked by immediate EPS dilu…
3 months, 2 weeks ago
TSMC (TSM): The $56B agentic AI mandate & a permanent globalization tax [Q1 2026]
In Q1 2026, TSMC's shift into manufacturing hardware for "Agentic AI" triggered a historic capital expenditure run rate, alongside stark warnings abo…
3 months, 2 weeks ago
TSMC (TSM): The $56B agentic AI mandate & a permanent globalization tax [Q1 2026]
In Q1 2026, TSMC's shift into manufacturing hardware for "Agentic AI" triggered a historic capital expenditure run rate, alongside stark warnings abo…
3 months, 2 weeks ago
ASML (ASML): 1,000-watt lasers, software patches & the €40B geopolitics shrug [Q1 2026]
Despite a double-digit drop in system sales, ASML’s Q1 2026 gross margins surged to 53% as highly lucrative software upgrades rescued the quarter's p…
3 months, 2 weeks ago