Podcast Episodes
Back to SearchNVDA Stock: HOLD Call - Record Quarter, $105B Guarantee Q2 FY2027
NVIDIA (NVDA) Q2 FY2027 — Shares gapped 6.3% ABOVE the prior close and closed 1.1% under their own session high at $227.98, +8.74% on the day - the b…
1 month, 2 weeks ago
BILI Stock: HOLD Call - Server Book Tripled, Margin +10bp Q2 2026
Bilibili (BILI) Q2 2026 — Shares rose +3.84% on the print to $16.77, on 3.0x the thirty session median volume - the 26th best session of the twelve m…
1 month, 2 weeks ago
NVDA Stock: HOLD Call - Record Quarter, $105B Guarantee Q2 FY2027
NVIDIA (NVDA) Q2 FY2027 — Shares gapped 6.3% ABOVE the prior close and closed 1.1% under their own session high at $227.98, +8.74% on the day - the b…
1 month, 2 weeks ago
KSS Stock: HOLD Call - The Beat And The Raise Were Both A Tariff Refund Q2 FY2026
Kohl's Corporation (KSS) Q2 FY2026 — Shares gapped 5.8% lower at the open on the print, were marked 9.4% down intraday, then turned and closed +1.47%…
1 month, 2 weeks ago
MRVL Stock: The 59 Million Shares Marvell Gave Google - Q2 FY2027
Marvell Technology (MRVL) Q2 FY2027 — Shares fell 10.3% to $216.62 the next session, gapping down 6.7% at the open and never trading back - the sessi…
1 month, 2 weeks ago
XPEV Stock: SELL Call - Half The Gross Profit Was Not From Cars Q2 2026
XPeng (XPEV) Q2 2026 — Shares gapped 3.0% BELOW the prior close, never traded back to it, and closed 7.1% under their own session high at $11.15, -8.…
1 month, 2 weeks ago
NTNX Stock: HOLD Call - EPS Up 8x On A Tax Entry, FY27 Guide Flat Q4 FY2026
Nutanix (NTNX) Q4 FY2026 — Shares gapped 8.9% ABOVE the prior close on the reaction session, reached +13.8% intraday, then closed 6.2% under their ow…
1 month, 2 weeks ago
KSS Stock: HOLD Call - The Beat And The Raise Were Both A Tariff Refund Q2 FY2026
Kohl's Corporation (KSS) Q2 FY2026 — Shares gapped 5.8% lower at the open on the print, were marked 9.4% down intraday, then turned and closed +1.47%…
1 month, 2 weeks ago
HPQ Stock: HOLD Call - $1.8B More Revenue, $4M Less Profit Q3 FY2026
HP Inc. (HPQ) Q3 FY2026 — Shares gapped 8.7% lower on the reaction session and were marked 12.4% down intraday, then closed -2.9% at $29.63 - and the…
1 month, 2 weeks ago
HRL Stock: HOLD Call - Dividend Now Tops Its Own EPS Guide Q3 FY2026
Hormel Foods (HRL) Q3 FY2026 — Shares fell 10.2% to $21.28 on the print - the worst session of the whole twelve-month tape - gapping 3.0% lower and t…
1 month, 2 weeks ago