Podcast Episodes
Back to SearchUHAL Stock: HOLD Call - FY26 EPS -74% Annual Report Q4 FY2026
UHAL Stock: HOLD Call - FY26 EPS -74% Annual Report Q4 FY2026 U-Haul Q4 FY2026 Charged Alpha Pipeline X deep dive. Annual report tonight, the housing…
4 months, 3 weeks ago
NTNX Stock: BUY Call - VMware Displacement +34% EPS Beat Q3 FY2026
Nutanix Q3 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5…
4 months, 3 weeks ago
HPQ Stock: HOLD Call - Triple Beat +4.4% Q2 FY2026
HPQ Stock: HOLD Call - Triple Beat +4.4% Q2 FY2026 HP Inc Q2 FY2026 Charged Alpha Pipeline X deep dive. AI PC tailwind validates the bull thesis. Rev…
4 months, 3 weeks ago
A Stock: BUY Call - Triple Beat +6.2% AH Q2 FY2026
A Stock: BUY Call - Triple Beat +6.2% AH Q2 FY2026 Agilent Technologies Q2 FY2026 Charged Alpha Pipeline X deep dive. Triple beat plus raised FY guid…
4 months, 3 weeks ago
HEI Stock: BUY Call - Aerospace Beat +10% AH Q2 FY2026
HEI Stock: BUY Call - Aerospace Beat +10% AH Q2 FY2026 HEICO Q2 FY2026 Charged Alpha Pipeline X deep dive. Record quarter on every line. Revenue $1.3…
4 months, 3 weeks ago
SNPS Stock: HOLD Call - Ansys Beat -1.7% AH Q2 FY2026
SNPS Stock: HOLD Call - Ansys Beat -1.7% AH Q2 FY2026 Synopsys Q2 FY2026 Charged Alpha Pipeline X deep dive. First full quarter post-Ansys merger clo…
4 months, 3 weeks ago
CRM Stock: BUY Call - Agentforce $1.2B ARR +205% Q1 FY2027
Salesforce Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (…
4 months, 3 weeks ago
SNOW Stock: BUY Call - Blowout +37% AH AI Inflection Q1 FY2027
SNOW Stock: BUY Call - Blowout +37% AH AI Inflection Q1 FY2027 Snowflake delivered a triple beat after the close: product revenue $1.33B (+34% YoY), …
4 months, 3 weeks ago
MRVL Stock: BUY Call - Data Center +27% AI Boom Q1 FY2027
Marvell Technology Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CAL…
4 months, 3 weeks ago
BRZE Stock: HOLD Call - Triple Beat -16.1% Crash Q1 FY2027
Braze Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 …
4 months, 3 weeks ago