Podcast Episodes

United Airlines (UAL): The $2.3B fuel shock & the era of gauge growth [Q2 2026]

United Airlines just grew its Q2 2026 top-line revenue while eating a massive $2.3 billion mid-quarter spike in jet fuel costs.

In ~10 minutes:

• Repri…

2 weeks ago

Daily Earnings: Physical & Behavioral Limits (ASML, JNJ) | Jul 15

Today's batch of corporate earnings exposes the extreme operational workarounds companies are resorting to as their most critical growth engines coll…

2 weeks, 1 day ago

Johnson & Johnson (JNJ): Surviving a 56% drug crash & surgeons driving robots [Q2 2026]

Johnson & Johnson successfully outran a massive patent cliff in Q2 2026, raising its full-year guidance to target a historic $100 billion annual reve…

2 weeks, 1 day ago

ASML (ASML): Factory floor evictions & the unexpected $300M margin beat [Q2 2026]

ASML’s Q2 2026 results reveal a company so swamped by forward demand that they are physically evicting R&D tools from test cabins just to ship standa…

2 weeks, 1 day ago

Daily Earnings: Funding AI plumbers & the physical supply chain tax (JPM, AEHR) | Jul 14

The multi-billion dollar AI infrastructure cycle is officially hitting the physical economy, driving upstream inflation for smaller hardware companie…

2 weeks, 2 days ago

Aehr Test Systems (AEHR): The 95% AI pivot & a stealth $97M war chest [Q4 2026]

Aehr Test Systems just pulled off an unprecedented Q4 2026 pivot, replacing a collapsed EV revenue stream with exploding AI data center demand while …

2 weeks, 2 days ago

Goldman Sachs (GS): Rationing leverage to fund the physical AI boom [Q2 2026]

Goldman Sachs shattered expectations in Q2 by deliberately abandoning retail banking to bankroll the physical infrastructure of the AI boom.

In ~10 mi…

2 weeks, 2 days ago

JPMorgan Chase (JPM): The $4.6B Visa swap & funding AI plumbers [Q2 2026]

JPMorgan Chase’s staggering Q2 2026 net income looks like a historic breakout, but a massive accounting quirk masks a surprisingly flat quarter.

In ~1…

2 weeks, 2 days ago

Delta Air Lines (DAL): Unbundling first class & the death of budget airlines [Q2 2026]

In Q2, Delta Air Lines proved the low-cost carrier model is dead, leveraging massive pricing power and premium upgrades to drive a $1.86B operating p…

2 weeks, 6 days ago

Daily Earnings: Hacking the retail end-cap (PEP, BYRN, WDFC) | Jul 9

Because standard retail aisles and digital funnels are failing to convert exhausted consumers, brands are discovering that physically hijacking end-c…

3 weeks ago