Podcast Episodes
Back to SearchBROS Stock: HOLD Call - Revenue +29% YoY, Guidance RAISED Q1 2026
Dutch Bros Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3…
3 months ago
TME Stock: BUY Call - 124M Subs but Stock 65% Off 52w High Q1 2026
Tencent Music Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY …
3 months ago
RACE Stock: BUY Call - 30% Op Margin but Stock 36% Off Peak Q1 2026
Ferrari Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5 c…
3 months ago
DKNG 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/…
3 months 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…
3 months 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…
3 months 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…
3 months 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/…
3 months 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 …
3 months 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…
3 months ago