Podcast Episodes
Back to SearchCostco (COST) Q2-26 earnings: The ChatGPT pricing hack & a diluted membership moat
Costco’s Q2 2026 results reveal a wholesale juggernaut adjusting its strategy for the AI era while grappling with the consequences of a sky-high stoc…
4 months, 3 weeks ago
NexGen Energy (NXE) Q4-25 earnings: The $1.1B war chest & the $200 uranium bet
NexGen Energy just posted zero operational revenue in Q4, but boasts a $1.1 billion war chest as it intentionally starves the uranium market to maxim…
4 months, 3 weeks ago
Dycom (DY) Q4-26 earnings: The $2B AI plumbing pivot & building fake training towns
In Q4, Dycom's raw net income cratered 85%, but their massive $1.95 billion pivot to become the physical plumbers of the AI data center boom is just …
4 months, 3 weeks ago
Okta (OKTA) Q4-26 earnings: The Agentic AI pivot & a massive $1B buyback
Okta’s Q4 FY2026 results reveal a company shifting away from human passwords to build "digital passports" for AI agents, doubling their operating inc…
4 months, 3 weeks ago
American Eagle (AEO) Q4-25 earnings: Wiping $210M of debt & why Aerie banned AI models
American Eagle Outfitters delivered a monster Q4 2025 by completely rejecting industry trends, explicitly banning AI models to protect Aerie's brand …
4 months, 3 weeks ago
Broadcom (AVGO) Q1-26 earnings: The $100B AI forecast & weaponizing the supply chain
Broadcom's Q1 2026 earnings revealed a fascinating paradox: a purely tax-driven EPS drop that masked a monstrous AI super-cycle with management proje…
4 months, 3 weeks ago
Best Buy (BBY) Q4-26 earnings: The $900M ad network hiding inside a tech retailer
Best Buy's Q4 2026 results reveal a brilliant survival pivot: masking sluggish hardware margins with a $900M advertising engine and leasing out store…
4 months, 4 weeks ago
GitLab (GTLB) Q4-26 earnings: The $1B ARR milestone & a brutal accounting lag trap
GitLab's Q4 2026 earnings delivered strong profitability and a massive $1B ARR milestone, but an optical guidance drop completely erased the stock's …
4 months, 4 weeks ago
Target (TGT) Q4-25 earnings: Pre-pandemic shrink & the $5B cure for broom closet logistics
Target (TGT) proved it can successfully stop the margin bleed in Q4 2025, declaring the retail shoplifting crisis officially over as shrink returned …
4 months, 4 weeks ago
CrowdStrike (CRWD) Q4-26 earnings: The $160M apology wedge & a quiet margin boost
CrowdStrike’s Q4 results show a stunning financial recovery from July's IT outage, but a strategic accounting shift is quietly masking the true cost …
4 months, 4 weeks ago