Podcast Episodes
Back to SearchADSK Stock: BUY Call - Beat & Raise But Fell 4% AH Q1 FY2027
ADSK Stock: BUY Call - Beat & Raise But Fell 4% AH Q1 FY2027 Autodesk delivered a clean beat-and-raise after the close: revenue $1.93B (+18% YoY, +2.…
4 months, 3 weeks ago
DELL Stock: BUY Call - $51.3B AI Server Backlog Q1 FY2027
Dell Technologies Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL…
4 months, 3 weeks ago
BBY Stock: HOLD Call - Comps Turned Positive, Stock Jumped 16% Q1 FY2026
Best Buy Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3…
4 months, 3 weeks ago
SQM Stock: BUY Call - EPS +167% as Lithium Recovers Q1 2026
SQM Stock: BUY Call - EPS +167% as Lithium Recovers Q1 2026 SQM (Sociedad Quimica y Minera de Chile) Q1 2026 Charged Alpha Pipeline X deep dive - the…
4 months, 3 weeks ago
COST 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:…
4 months, 3 weeks 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 …
4 months, 3 weeks 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…
4 months, 3 weeks 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…
4 months, 3 weeks 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…
4 months, 3 weeks 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 …
4 months, 3 weeks ago