All Episodes
Charged Alpha Stock Encyclopedia — 1,000 episodes · page 2 of 10
FuelCell Stock: Backlog Tripled, Margin Collapsed - We Say AVOID (FCEL Q3 FY2026)
PANW Stock: Revenue +34%, But Its Own Filing Says 16% - We Say SELL (Q4 FY2026)
Credo Stock: It Bought $1.25bn Mid-Quarter, Won’t Say What It Earns (CRDO Q1 FY2027)
GTLB Stock: Shares Rose 10%, Gross Margin Fell A Sixth Time - GitLab Q2 FY2027
MongoDB Stock: Backlog +91%, But 70% Was Never Invoiced - We Say SELL (MDB Q2 FY2027)
HealthEquity Stock: A Record Quarter - and a $3B Rate Lock. Why We Say HOLD (HQY Q2 FY2027)
SAIC Stock: Pretax Profit Up 10%, Net Income Down 20% Q2 FY2027
Sasol Stock (SSL): HOLD Call - Best Year In Five, Written Down Again FY2026
YEXT Stock: HOLD - The Beat Came From The Buyback Q2 FY2027
MiniMed Stock (MMED): HOLD Call - $319M Owed On The Growth Q1 FY2027
NIO Stock: SELL Call - 24,193 More Cars And A Bigger Loss Q2 2026
SBSW Stock: BUY Call - All 4 Mines Dug Less And Sibanye Still Posted A Record H1 2026
MDT Stock: Half of Medtronic’s 13.7% Growth Was an Extra Week | Q1 FY2027
NCNO Stock: SELL Call - $176M Of Buybacks On $115M Of Cash Q2 FY2027
CMBT Stock: SELL Call - Record $364M Quarter, But The Net Debt Equals The Market Cap
HEI Stock: SELL Call - Two Tickers, One Company, 35% Apart Q3 FY2026
BOX Stock: HOLD Call - Revenue Guide Up, EPS Guide Down Q2 FY2027
BILI Stock: HOLD Call - Server Book Tripled, Margin +10bp Q2 2026
XPEV Stock: SELL Call - Half The Gross Profit Was Not From Cars Q2 2026
NTNX Stock: HOLD Call - EPS Up 8x On A Tax Entry, FY27 Guide Flat Q4 FY2026
NVDA Stock: HOLD Call - Record Quarter, $105B Guarantee Q2 FY2027
BILI Stock: HOLD Call - Server Book Tripled, Margin +10bp Q2 2026
NVDA Stock: HOLD Call - Record Quarter, $105B Guarantee Q2 FY2027
KSS Stock: HOLD Call - The Beat And The Raise Were Both A Tariff Refund Q2 FY2026
MRVL Stock: The 59 Million Shares Marvell Gave Google - Q2 FY2027
XPEV Stock: SELL Call - Half The Gross Profit Was Not From Cars Q2 2026
NTNX Stock: HOLD Call - EPS Up 8x On A Tax Entry, FY27 Guide Flat Q4 FY2026
KSS Stock: HOLD Call - The Beat And The Raise Were Both A Tariff Refund Q2 FY2026
HPQ Stock: HOLD Call - $1.8B More Revenue, $4M Less Profit Q3 FY2026
HRL Stock: HOLD Call - Dividend Now Tops Its Own EPS Guide Q3 FY2026
CRM Stock: HOLD Call - $2.7B of the Profit Was a Private Markup Q2 FY2027
MRVL Stock: The 59 Million Shares Marvell Gave Google - Q2 FY2027
SNPS Stock: The 19% Segment That Turned - Q3 FY2026 Earnings
CRWD Stock: CrowdStrike Q2 FY2027 Earnings - A Flawless Quarter At 37x Revenue
WDAY Stock: Workday’s AI Sells, But The Order Book Grew 8% - Q2 FY2027
OKTA Stock: Operating Profit Doubled, Margin Didn’t Move - Q2 FY2027
RBRK Stock: Rubrik Grew Revenue 38% And Its Billings 19% - Q2 FY2027
PLAB Stock: Photronics Beat, But $503M Of Its Cash Sits In Joint Ventures - Q3 FY2026
ADSK Stock: Autodesk Grew Revenue 16% And Its Order Book 2% - Q2 FY2027
Veeva (VEEV) Q2 FY2027 Earnings: HOLD Call - A 15% Pop On A 2-Cent Raise
Elastic (ESTC) Q1 FY2027 Earnings: The $2.9M Raise That Added $1.7B
Gorilla Technology (GRRR): Revenue Doubled And The Gross Line Went Negative
Materialise (MTLS): One Segment Earns 118% Of The Profit
JinkoSolar (JKS): The $212M Operating Loss That Was Reported As $103M
Gaotu Techedu (GOTU): More Cash Than Market Cap - And Two Thirds Of It Is Prepaid Tuition
Lantronix (LTRX): The $12.6M Drone Line That Replaced An $11M Customer
Canadian Solar (CSIQ): The 27 Cents That Sits On No Line Of The Income Statement
Hafnia (HAFN): A Record Quarter, And A Forward Book Already 30% Lower
IREN Limited (IREN): The $11.4bn Lease Hiding Inside The AI Cloud Story
Titan Machinery (TITN): The Destock Worked, And The Loss Still Got Wider
Malibu Boats (MBUU): Revenue +43%, And The Filing That Landed 21 Hours Later
Harmony Gold (HMY): A Record Gold Year, And The Stock Still Fell 6%
PAHC Stock Q4 FY2026: A Record Year, And 3.9% Of It Became Cash
BBW Stock: Build-A-Bear Workshop Q2 FY2026 Earnings - Down 27% As The Growth Leg Was Cut
STDN Stock Q2 2026: TRISO Finally Has A Price, And It Is Not Enough
MESO Stock FY2026: Revenue Up 599%, And 46% Of The Price Is Unapproved
HDL Stock Q2 2026: A 10% Headline On Falling Same-Store Sales
FORTY Stock Q2 2026: A Record Quarter That Was Mostly The Shekel
STRT Stock Q4 FY2026: Record Year, Entire Gain Booked By December
TUYA Stock Q2 2026: Profit Up 48%, Cash Flow Down 66%
SFL Stock Q2 2026: The $3.8B Backlog Shrank, Spot Paid The Bill
CTRN Stock Q2 FY2026: 94% Of The Profit Goes Back Into The Stores
JOYY Stock Q2 2026: 53% More Ad Revenue, Zero More Profit
Woodside (WDS) H1 2026: The $1.7B Cheque Behind Both Headlines
Cadeler (CDLR) H1 2026: Cash Profit Doubled, Profit Halved
TORM (TRMD) Q2 2026: A Record Quarter That Was Already Sold
Marzetti (MZTI) Q4 FY2026: One Restaurant Chain Is 30% Of The Company
Gold Fields (GFI) H1 2026: The Earnings Were Public 14 Days Early
J.M. Smucker (SJM) Q1 FY2027: 80% Of The Raise Was A Tariff Refund
Semtech (SMTC) Q2 FY2027: Paid $1.24B, Selling It For $62M
Williams-Sonoma (WSM) Q2 FY2026: A 6.2% Comp That Moved The Stock 1%
Intuit (INTU) Q4 FY2026: They Changed What Earnings Means
Abercrombie & Fitch (ANF) Q2 FY2026: Up 36% On A Zero Comp
DICK’S Sporting Goods (DKS) Q2 FY2026: The Worst Day In 5,000 Sessions
Napco Security (NSSC) Q4 FY2026: A Record Quarter With A Customs Refund Inside It
PDD Holdings (PDD) Q2 2026: Revenue +8%, Earnings -12%, And A $61bn Portfolio
Alvotech (ALVO) H1 2026: Revenue -30.8%, Guidance Unchanged, And A 2x Second Half
Lowe’s (LOW) Q2 FY2026: Sales +8.3%, Comps +0.2%, And A Bought Beat
ScanSource (SCSC) Q4 FY2026: 10 Cents vs 99 Cents, And A $220M Cheque
Youdao (DAO) Q2 2026: A Record Quarter, Negative Equity, 92x Earnings
Navios Maritime Partners (NMM): Earnings Up 147% And Still 0.71x Book
The Buckle (BKE): The 10% Dividend Yield That Nobody Actually Promised
Telix Pharmaceuticals (TLX): The $40 Million Cheque That Made The Profit
KE Holdings (BEKE): The Revenue That Left Was Carrying Almost No Profit
NetEase (NTES): The 23% Miss Never Touched The Games Business
COTY Stock Q4 FY2026: Coty Earnings - USD741M Went To A Buyback Hedge
Alibaba (BABA): The 92% Earnings Miss That Wasn’t - And The One That Was
OSI Systems (OSIS): They Beat By A Penny And The Backlog Didn’t Grow
AAP Stock Q2 2026: Advance Auto Parts Earnings - The Turnaround Clock Ran Out
ROST Stock Q2 FY2026: Ross Stores Earnings - 78% Of The Beat Was A Refund
NDSN Stock Q3 FY2026: Nordson Earnings - One Segment Did All The Growth
WOLF Stock Q4 FY2026: Wolfspeed Earnings - The Share Count Doubles Again
WMT Stock Q2 FY2027: Walmart Earnings - Guidance Raised, Stock Down 9%
KEYS Stock Q3 FY2026: Keysight Earnings - Orders +56%, The Book Leads
FN Stock Q4 FY2026: Fabrinet Earnings - Record Year, It Keeps 12 Cents
THCH Stock Q2 2026: Tim Hortons China Earnings - Sales Fell 22%, You Own A Third
AXIL Stock Q4 FY2026: AXIL Brands Had A Record Year - And Direct Sales Fell
CRGO Stock Q2 2026: Freightos Booked A Record $422M - And Kept 0.69% Of It
TAYD Stock Q4 FY2026: Taylor Devices Order Book Doubled - Seismic Is 5% Of It
AUNA Stock Q2 2026: Auna Gapped 14% Down, Closed Flat - Leverage Frozen At 3.6x