Podcast Episodes
Back to SearchDKNG Stock: BUY Call - iGaming +32% YoY, Stock 49% Off Peak Q1 2026
DraftKings Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (3/…
1 month, 1 week ago
HIMS Stock: HOLD Call - GLP-1 Pivot Hits Margins, Stock Down 69% Q1 2026
Hims and Hers Health Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CAL…
1 month, 1 week ago
SFTBY Stock: BUY Call - EPS Beats 552% but Stock Drops 6% on Op Loss FY 2026
SoftBank Group FY 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY…
1 month, 1 week ago
TCEHY Stock: BUY Call - Stock Near 52w Low Despite 33.7% Op Margin Q1 2026
Tencent Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5 c…
1 month, 1 week ago
CRWV Stock: HOLD Call - First Earnings Since IPO: Revenue +112% YoY Q1 2026
CoreWeave Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/…
1 month, 1 week ago
BILI Stock: BUY Call - Profit +62% on AI Advertising Surge Q1 2026
Bilibili Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5 …
1 month, 1 week ago
BEKE Stock: BUY Call - EPS Beats 47% Despite Revenue Drop Q1 2026
KE Holdings Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (3…
1 month, 1 week ago
JHX Stock: HOLD Call - +45% Sales (AZEK) but Organic -1% Q4 FY2026
James Hardie Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOL…
1 month, 1 week ago
ZTO Stock: BUY Call - Revenue +22% on China Parcel Share Gains Q1 2026
ZTO Express Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (3…
1 month, 1 week ago
EXP Stock: BUY Call - Record $2.3B Revenue on AI Datacenter Boom Q4 FY2026
Eagle Materials Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: …
1 month, 1 week ago