Podcast Episodes

Deere (DE) — Q1 FY2026 Earnings Deep Dive | Charged Alpha

Deere (DE) — Q1 FY2026 Earnings Deep Dive. CEO John May has called 2026 the bottom of the agricultural equipment cycle, positioning Deere for acceler…

2 months, 2 weeks ago

Amphenol (APH) — Q4 2025 Earnings Deep Dive | Charged Alpha

APH — Amphenol Corporation 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bea…

2 months, 2 weeks ago

Arista Networks (ANET) — Q4 2025 Earnings Deep Dive | Charged Alpha

ANET — ANET 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options…

2 months, 2 weeks ago

Charged Alpha | ServiceNow (NOW) | Q4 2025 Earnings Deep Dive — Ep 96

Episode 96

NOW — NOW 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…

2 months, 2 weeks ago

Charged Alpha | PepsiCo, Inc. (PEP) | Q4 2025 Earnings Deep Dive — Ep 103

PEP — PEP 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…

2 months, 2 weeks ago

Charged Alpha | Citigroup Inc. (C) | Q4 2025 Earnings Deep Dive — Ep 105

C — C 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activ…

2 months, 2 weeks ago

Charged Alpha | Analog Devices (ADI) | Q1 FY2026 Earnings Deep Dive — Ep 119

ADI — ADI 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…

2 months, 2 weeks ago

Charged Alpha | The Boeing Company (BA) | Q4 2025 Earnings Deep Dive — Ep 116

BA — BA 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options act…

2 months, 2 weeks ago

Charged Alpha | Charles Schwab Corporation (SCHW) | Q4 2025 Earnings Deep Dive -- Ep. 117

SCHW — SCHW 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options…

2 months, 2 weeks ago

Charged Alpha | Walt Disney Company (The) (DIS) | Q1 FY2026 Earnings Deep Dive -- Ep. 115

DIS — DIS 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…

2 months, 2 weeks ago