Podcast Episodes
Back to SearchCOST Stock: HOLD Call - 51x Earnings After 6-Cent Miss Q3 FY2026
Costco Wholesale Q3 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL:…
1 month ago
DLTR Stock: BUY Call - Comps +3.5% Guide Raised +18% Pop Q1 FY2026
Dollar Tree Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY …
1 month ago
BURL Stock: HOLD Call - Beat Everything, Stock Fell 7.5% Q1 FY2026
Burlington Stores Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL…
1 month ago
HPQ Stock: HOLD Call - Triple Beat +4.4% Q2 FY2026
HP Inc Q2 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5…
1 month ago
SNOW Stock: BUY Call - Blowout +37% AH AI Inflection Q1 FY2027
Snowflake Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4…
1 month ago
NCNO Stock: BUY Call - Op Margin +1400 Bps to 13% Q1 FY2027
nCino, Inc. Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY …
1 month ago
UHAL Stock: HOLD Call - FY26 EPS -74% Annual Report Q4 FY2026
UHAL Stock: HOLD Call - FY26 EPS -74% Annual Report Q4 FY2026 U-Haul Q4 FY2026 Charged Alpha Pipeline X deep dive. Annual report tonight, the housing…
1 month ago
NTNX Stock: BUY Call - VMware Displacement +34% EPS Beat Q3 FY2026
Nutanix Q3 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5…
1 month ago
HPQ Stock: HOLD Call - Triple Beat +4.4% Q2 FY2026
HPQ Stock: HOLD Call - Triple Beat +4.4% Q2 FY2026 HP Inc Q2 FY2026 Charged Alpha Pipeline X deep dive. AI PC tailwind validates the bull thesis. Rev…
1 month ago
A Stock: BUY Call - Triple Beat +6.2% AH Q2 FY2026
A Stock: BUY Call - Triple Beat +6.2% AH Q2 FY2026 Agilent Technologies Q2 FY2026 Charged Alpha Pipeline X deep dive. Triple beat plus raised FY guid…
1 month ago