Podcast Episodes

Uber's $10B Cash Flow Exposes Wall Street's Blind Spot

UBER stock analysis: hits $10.1B free cash flow — buy or sell valuation deep dive

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2 weeks, 6 days ago

Reddit (RDDT) Dropped 20% Despite 91% Margins

Reddit stock analysis: 91.3% gross margins reveal huge scale — valuation breakdown

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2 weeks, 6 days ago

ALMS Crashed 56% but Has $502M Cash and $40 Upside

Alumis ALMS stock analysis: 56% drop hides $1.7B potential — buy or sell?

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2 weeks, 6 days ago

Oracle Is Burning $23B to Fund Its $664B Backlog

ORCL stock analysis: 121% cloud surge meets -$24B cash flow — buy or sell?

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3 weeks ago

IBRX Revenue Up 92% But $1.19B Debt Risks Dilution

IBRX stock analysis: 121% revenue surge hits $1.19B debt — buy or sell?

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3 weeks ago

Insiders Are Buying the Six Flags FUN $5B Debt Panic

FUN stock analysis: $120M synergy target vs $5B debt — full valuation breakdown

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3 weeks ago

AeroVironment Stock Down 40% Despite $1.5B Backlog

AeroVironment (AVAV) stock analysis: $1.5B backlog meets $80B TAM — buy or sell?

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3 weeks, 1 day ago

stock_report — 2026-09-09

AI-generated deep dives on individual companies: business model, thesis, scenarios, and risks.

3 weeks, 1 day ago

Tyson Foods' $775M Loss Is Masking a $1.9B Pivot

Tyson Foods (TSN) stock analysis: $775M beef loss vs $1.9B poultry boom — buy or sell?

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3 weeks, 1 day ago

GameStop's $7.5B cash cushion Wall Street is ignoring

GME stock analysis: GameStop amasses $7.5B asset cushion — valuation buy or sell math

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3 weeks, 2 days ago