All Episodes

TTM Technologies (TTMI): A Record $1B Quarter - And Our Bull Case Is Only 19% Above

EOG Resources (EOG): Beat Both Lines, Fell 6.5% - And Not One Barrel Is Hedged

Texas Pacific Land (TPL): A Record Quarter That Fell 7% - And Our Bull Case Is The Price

ResMed (RMD): The Miss That Never Happened - And The One Number That Worries Us

Solventum (SOLV): They Raised The Year By Less Than They Beat The Quarter

Symbotic (SYM): 90.5% Of Revenue Is One Customer

Microchip (MCHP): A Beat, A Big Raise - And Still A Third Below Its Peak

Occidental (OXY): A 31% Beat - And It Was $11.54 Of Oil

DraftKings (DKNG): Handle +15%, Revenue -5% - The $251M Hold-Rate Gap

Monster Beverage (MNST): Sales +20.2% - But Every Case Sold For LESS

Natera (NTRA): A 13.6% Revenue Beat - And That Is The Base Rate

The Trade Desk (TTD): They Missed Their Own Floor - And Guided To A Decline

Airbnb (ABNB): The 12-Cent Beat Was $77M Of Last Year’s Tax

Duke Energy (DUK): A 10% Beat - And The Stock Moved One Cent

Figma (FIG): A Beat, A Raise - And The Stock Fell 15%

SiTime (SITM): Revenue +127%, Stock +27% - And We Still Say HOLD

Etsy (ETSY): A $1.11 Earnings Miss That Never Happened - And A $2B Buyback

Talen Energy (TLN): The $5.21 Miss That Never Happened. And A Guidance Raise.

Pfizer (PFE): The Beat Was A Decline. And $3.8 Billion Of Pipeline Went To Zero.

Fox (FOXA): The Best Year It Ever Printed. The Market Only Sees The Roku Deal.

MACOM (MTSI): The Print Beat By Five Cents. The Guide Beat By Fifty-One.

Insmed (INSM): The Revenue Beat Is Real. The Earnings Beat Is The Share Price.

Warner Bros. Discovery (WBD): A $31 Deal And A $26 Stock

Block (XYZ): It Beat, It Raised, And It Fell 5%

Motorola Solutions (MSI): The Beat Is Real. The Growth Was Bought.

Constellation (CEG): GAAP Earnings Fell 47%. The Business Earned 34% More.

Howmet (HWM): It Beat The Top Of Its Own Guide. And It’s Past Wall Street’s Target.

Datadog (DDOG): It Beat On Everything. The Stock Fell 17%.

eBay (EBAY): Volume Up 15%. Buyers Up 1.5%.

IonQ (IONQ): A $5.08 Loss That Isn’t A Loss.

DoorDash (DASH): EBITDA Up 40%. Operating Income Fell.

Revolution Medicines (RVMD): The $151M Miss Was The Stock Going Up

Expedia (EXPE): B2B Grew 23%. It Kept 13 Cents Of It.

McKesson (MCK): 20% EPS Growth. A Third Of It Was Bought.

MKS (MKSI): It Beat Every Line - And The Stock Shrugged. Here’s Why.

CDW (CDW): It Beat Both Lines - And Fell 9%. Here’s What Broke.

Western Digital (WDC): It Beat, It Raised - And The Stock Fell 16%.

Coeur (CDE): A Record $1.1B Quarter. Earnings Per Share Fell 25%.

Axon (AXON): Revenue Up 35%. Free Cash Flow: Minus $1 Million.

MercadoLibre (MELI): Revenue Up 50%. Operating Profit Down 17%.

Everus (ECG): A 44% Beat, A Record Backlog - And It Closed At The Low.

Medline (MDLN): They Beat By 52%. The Beat Was A Tariff Refund.

CVS Health (CVS): They Beat By 71 Cents. They Raised By 60.

Paramount Skydance (PSKY): They Raised Guidance. Q3 Is Guided DOWN.

TeraWulf (WULF): A $19 Billion Anthropic Lease. The Stock Fell Anyway.

Shopify (SHOP): A 4% Beat Moved The Stock 17%. It Was The Guide.

United Therapeutics (UTHR): $7.27 Beat Consensus. Operating Income Fell 9%.

Flutter (FLUT): FanDuel’s Parent Reported 49 Cents. It Lost $1.57.

Eli Lilly (LLY): They Called It A 39% Beat. Both Numbers Were Wrong.

Kraft Heinz (KHC): A 3-Cent Beat, An 18.8% Earnings Drop, And A $7.4B Write-Off

GlobalFoundries (GFS): Adjusted EPS Beat, Reported EPS -27% - And Free Cash Flow Of Minus $3M

Uber (UBER): Bookings +24%, Revenue +12% - And 8 Points Of That Gap Is Accounting

Arrowhead (ARWR): A 70% Revenue Beat - And Only $2.4M Of It Was Actual Medicine

Expeditors (EXPD): Revenue +32%, Net Revenue +21% - And 40 Cents Of It Is A War

Emerson (EMR): A 3-Cent Beat, A 5-Cent Raise - And $82M Of It Was A Tariff Refund

Marathon Petroleum (MPC): A 24% Beat, A $5.1B Quarter - And 45% Of It Is A Different Stock

Toast (TOST): The 34 Cents Everyone Printed Wasn’t GAAP - And Cash Flow Fell 37%

Gilead (GILD): Revenue Beat, $10.5B Loss - And A Bar That Fell $9.50

Pinterest (PINS): Beat On Every Line - And Stock Comp Bigger Than All The Profit

DigitalOcean (DOCN): A 73% Earnings Beat — And Earnings Still Fell 24%

TransDigm (TDG): Beat, Raised Guidance, Closed Red — Is TDG Stock a Buy?

Tower Semiconductor (TSEM): Record Quarter, Negative Free Cash Flow — Is TSEM Stock a Buy?

Kratos (KTOS): Revenue +30.5%, A Double Beat — And An Operating LOSS. Is KTOS Stock a Buy?

Astera Labs (ALAB): Revenue +104%, A Clean Beat — And Our Call Is SELL. Is ALAB Stock a Buy?

Lattice (LSCC): Revenue +62%, A Clean Beat — And Our Call Is SELL. Is LSCC Stock a Buy?

Coupang (CPNG): The 69% ”Beat” That Wasn’t — Our Call Is AVOID. Is CPNG Stock a Buy?

Arista (ANET): First $3B Quarter, 45% Margins — Our Call Is AVOID. Is ANET Stock a Buy?

Leidos (LDOS): 12% Beat, Zero Real Growth, $48.7B Backlog. Is LDOS Stock a Buy?

Amgen (AMGN): 12% Beat, 4% Real Growth, Debt Up $2.7B. Is AMGN Stock a Buy?

SpaceX (SPCX): First Earnings Ever. Revenue +92%, Capex 235% Of Sales. Is SPCX Stock a Buy?

Atkore (ATKR): Prysmian Paid $95 Cash. Only $1.47 Is Left. Is ATKR Stock Still a Buy?

Rockwell Automation (ROK): Stock DROPS 8% On A BEAT AND RAISE — Is ROK Stock a Buy Now?

NRG Energy (NRG): Stock CRASHES 15% On REAFFIRMED Guidance — Is NRG Stock a Buy Now?

Zebra (ZBRA): Stock EXPLODES 23% — But 80% Of The Raise Is Old News. Is ZBRA Stock a Buy?

BioNTech (BNTX): 80% Of This Company Is Cash. Guidance Cut, Stock UP. Is BNTX Stock a Buy?

Cummins (CMI): Record Quarter, Raised Guidance - And The Stock Fell 5.5%. Is CMI Stock a Buy?

Spotify (SPOT): 300 Million Subscribers - And Ad Revenue Grew 1%. Is SPOT Stock a Buy?

Entegris (ENTG): The Secular Half Grew 4.6%, The Cyclical Half Grew 17%. Is ENTG Stock a Buy?

IDEXX (IDXX): Vet Visits Are Falling, It Grew 11 Points Faster. Is IDXX Stock a Buy?

Ultra Clean (UCTT): Beat by $57M, Burned $100M of Cash. Is UCTT Stock a Buy?

Grab (GRAB): EBITDA +54%, Profit 12x - But Free Cash Flow FELL. Is GRAB a Buy?

ON Semiconductor (ON): EPS +40%, Free Cash Flow 4x, Stock -40%. Is ON a Buy?

JAZZ (Jazz Pharmaceuticals): The EPS ’Miss’ Was a $77M Check It Won’t Add Back — Q2 2026

POWL (Powell Industries): A Record $934M Order Book — And 57% Of It Was Three Orders. Q3 FY2026

FANG (Diamondback): Record $6.65 EPS — And The Gas Sold For MINUS $2.15. Q2 2026

AEIS (Advanced Energy): The AI Power Beat That Wasn’t AI — 93% Came From Semi-Cap. Q2 2026

TKO (UFC + WWE): A Beat, A Raise — And 66% Of The Profit Isn’t Yours. Q2 2026

VRTX (Vertex Pharmaceuticals): A Beat, A Raise — And 75% Of Revenue Just Shrank. Q2 2026

BWXT (BWX Technologies): Record Backlog, Guidance Raised — And 67% Of Revenue Grew 2%. Q2 2026

Sterling (STRL): Record Quarter, Guidance Raised — And 78% Of Revenue Is Now One Bet. Q2 2026

Palantir (PLTR): Revenue Grew 93% — Bookings Grew 49%. Is PLTR a Buy After Q2 2026?

Old Dominion (ODFL): Record Operating Ratio — 91% Of The Growth Was Diesel. Is ODFL a Buy?

O’Reilly (ORLY): A 6% Comp — And The Operating Margin FELL. Is ORLY a Buy?

Royal Caribbean (RCL): Revenue +6.5%, Earnings DOWN. Is RCL a Buy?

MakeMyTrip (MMYT): Bookings +19.9%, Profit -65%. Is MMYT a Buy?

EchoStar (ECHO): $24.12 EPS Came From A Bankruptcy. Is ECHO a Buy?

TG Therapeutics (TGTX): Revenue +70% And Operating Income FELL. Is TGTX a Buy?

Twist Bioscience (TWST): Revenue +23% And The Loss Got BIGGER. Is TWST a Buy?

CNH Industrial (CNH): Profit Fell 35% And The Stock ROSE 8%. Is CNH a Buy?

Krystal Biotech (KRYS): US Sales FELL On A 24% Beat. Is KRYS a Buy?