Podcast Episodes

Seagate is effectively SOLD OUT: Q2 2026 earnings - 1.27.2026 (027)

They said hard drives were dead technology, a relic of the past. Today, Seagate Technology (STX) just proved that "spinning rust" is not only alive—i…

6 months ago

Texas Instruments analog winter might finally be thawing. Q4 2025 - 1.27.2026 (026)

Texas Instruments is usually the "sleepy grandpa" of the chip world, but this earnings report was anything but boring. Despite a "messy" Q4 with shri…

6 months ago

Boeing’s $10 EPS is a lie (sort of): Q4 2025 earnings explained - 1.27.2026 (025)

Boeing just posted a massive $10.23 earnings per share, but don’t let the confetti fool you.

In this episode, Susie and Miro unpack why this quarter’…

6 months ago

Union Pacific make more money selling land: Q4 2025 earnings explained - 1.27.2026 (024)

Union Pacific just posted a record EPS of $3.11 for Q4 2025, but take a closer look at the engine, and you might hear some sputtering.

On this episod…

6 months ago

RTX and the Iron Dome for America: Q4 2025 earnings explained - 1.27.2026 (023)

RTX just closed the year with a massive record backlog of $268 billion, effectively insulating itself from demand shocks for years to come. But the r…

6 months ago

Loss -> Gain? General Motors Q4 2025 earnings explained - 1.27.2026 (022)

General Motors just posted a massive $3.3 billion net loss, yet the stock rallied over 3%. What is going on?

In this episode, Susie and Miro unpack a…

6 months ago

American Airlines and the gentrification of the fuselage: Q4 2025 - 1.27.2026 (021)

American Airlines just posted record Q4 revenue and swung back to profitability, yet the stock chart looks like a black diamond ski slope. What happe…

6 months ago

Has Baker Hughes “sold out”? Q4 2025 - 1.26.2026 (020)

Is Baker Hughes still an oilfield services company, or has it quietly become the engine room for the AI revolution?

In this episode, Susie and Miro br…

6 months ago

Ryanair’s calculated chaos for a financial fortress: Q3 2026 - 1.26.2026 (019)

Ryanair’s Q3 FY26 earnings call felt less like a financial report and more like a wrestling promo. While CEO Michael O’Leary grabbed headlines by ins…

6 months ago

Intel Q4 2025: Hoping for zero earnings - 1.22.2026 (018)

Intel just delivered a classic "good news, bad news" quarter—and the market definitely chose the bad news.

Susie and Miro break down why INTC stock ta…

6 months, 1 week ago