Podcast Episodes
Back to SearchMicrosoft (MSFT): Its Best Quarter Ever — But $140B of AI Capex Is Eating the Cash Flow
Microsoft Corporation (MSFT) Q4 FY2026 — Microsoft (MSFT) reported fiscal Q4 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, alo…
3 months ago
Lam Research (LRCX): Record Quarter, Blowout Guide — So Why Are We Saying AVOID?
Lam Research Corporation (LRCX) Q4 FY2026 — Lam Research (LRCX), one of the four indispensable wafer-fab equipment makers alongside ASML, Applied Mat…
3 months ago
Arm Holdings (ARM): A Record Quarter, a 50% Crash — And Still 970x Owner Cash Flow
Arm Holdings plc (ARM) Q1 FY2027 — Arm Holdings (ARM), the UK-based company whose CPU architecture sits inside almost every smartphone on earth and a…
3 months ago
General Dynamics (GD): Record $136.5B Backlog, a Beat AND a Raise — So Why Did the Stock Fall?
General Dynamics Corporation (GD) Q2 2026 — General Dynamics (GD), the maker of Virginia- and Columbia-class submarines, Abrams tanks, GDIT governmen…
3 months ago
Fortrea (FTRE): It Beat by $0.04 - and Still Lost Money. Here’s the $35.9M Bridge
Fortrea Holdings Inc. (FTRE) Q2 2026 — Fortrea (FTRE), the CRO spun out of Labcorp in 2023, reported Q2 2026 revenue of $678.2M (beating the $660.4M …
3 months ago
UMC (UMC): Net Income Up 161% - But Two-Thirds Wasn’t From Chips
United Microelectronics Corporation (UMC) Q2 2026 — United Microelectronics (UMC), Taiwan's mature-node specialty foundry, reported Q2 2026 revenue o…
3 months ago
SK hynix (SKHY): Its PROFIT Was BIGGER Than Its REVENUE - Why We Say AVOID
SK hynix Inc. (SKHY) Q2 2026 — SK hynix (SKHY), the HBM leader that supplies the memory stacked next to nearly every AI accelerator, reported the lar…
3 months ago
NXP Semiconductors (NXPI): Record Q2, Falling Stock — Is the Market Already Paying the 2027 Bull Case?
NXP Semiconductors N.V. (NXPI) Q2 2026 — NXP Semiconductors (NXPI), the Eindhoven-based chipmaker that derives ~55% of revenue from automotive, repor…
3 months ago
Rambus (RMBS): Record Quarter, Stock Down 51% — Bargain or Still Priced for Perfection?
Rambus Inc. (RMBS) Q2 2026 — Rambus (RMBS), the memory-interface chip and silicon-IP company that sits between the processor and the memory in every …
3 months ago
Grifols (GRFS): Profit Jumped 29% — Until You Find the €109M Accounting Gain
Grifols, S.A. (GRFS) H1 2026 — Grifols, S.A. (NASDAQ: GRFS), the Barcelona-based plasma fractionator and one of only a handful of companies worldwide…
3 months ago