Podcast Episodes

Quantum Computing (QUBT) Q4-25 earnings: $1.5B in the bank, but only $198K in sales

Quantum Computing Inc. generated nearly 70x more money from bank interest than from actual technology sales in Q4 2025.

In this episode:

• Why core rev…

4 months, 4 weeks ago

Riot Platforms (RIOT) Q4-25 earnings: Liquidating Bitcoin to become AI landlords

Riot Platforms’ Q4 2025 earnings reveal a staggering strategic pivot, as skyrocketing mining costs force a lucrative transition into AI data center l…

4 months, 4 weeks ago

Plug Power (PLUG) Q4-25 earnings: The $763M kitchen sink & the AI data center pivot

Plug Power's Q4 2025 report reveals a massive $763 million "kitchen sink" write-off that miraculously cleared the way for the company's first positiv…

4 months, 4 weeks ago

MongoDB (MDB) Q4-26 earnings: The 25% stock crash, a $100M mega-deal & an executive purge

MongoDB just printed historic profitability and a massive $100 million deal in its Q4 2026 earnings, so why did the market immediately vaporize a qua…

4 months, 4 weeks ago

Norwegian (NCLH) Q4-25 earnings: A $95M ghost app and the CEO's war on corporate silos

Norwegian Cruise Line just beat Q4 2025 earnings expectations on paper, but a brutal leadership reset exposes a deeply siloed culture and a massive i…

4 months, 4 weeks ago

Berkshire Hathaway (BRK-B) Q4-25 earnings: A $370B cash pile & $0 in Q4 buybacks

Berkshire Hathaway’s Q4 2025 results officially usher in the Greg Abel era, defined by a record $369 billion cash hoard and a stubborn refusal to ove…

5 months ago

Monster Beverage (MNST) Q4-25 earnings: The $2B winter quarter & the aluminum tariff trap

Monster Beverage crossed $2 billion in a winter quarter for the first time, but a looming shadow tax on aluminum just spooked the post-market.

In ~10…

5 months ago

Dell (DELL) Q4-26 earnings: The $43B AI backlog & the return of pandemic pricing

Dell Technologies' Q4 2026 report reveals a company dominating historic AI infrastructure demand while battling massive component hyper-inflation.

In…

5 months ago

Rocket Lab (RKLB) Q4-25 earnings: The outsourced tank failure & orbiting AI servers

Rocket Lab printed a record quarter for launch revenue, but an exploding third-party component and a heavy cash drain are redefining the company's ti…

5 months ago

CoreWeave (CRWV) Q4-25 earnings: The $67B backlog & the penalty for building too fast

CoreWeave hit record revenue in Q4, yet the market punished the stock for aggressive infrastructure build-outs that temporarily wiped out operating m…

5 months ago