All Episodes

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

Tyson Foods (TSN): Chicken Is A Peak, Not A Base. Is TSN a Buy?

Marriott (MAR): The Credit Card Did The Work. Is MAR a Buy?

Carpenter Technology (CRS): Aerospace Was 120% Of The Growth. Is CRS a Buy?

DexCom (DXCM): Revenue Rose $151M And Cost Of Sales Rose $10M. Is DXCM a Buy?

Amphenol (APH): A Record Quarter Where Free Cash Flow Grew 7.5%. Is APH a Buy?

InterDigital (IDCC): A 5x Earnings Beat That Was Really A 13% Decline. Is IDCC a Buy?

Qorvo (QRVO): Gross Margin Jumped 1,060bps — But 66% Of The Stock Is Now Skyworks. Is QRVO a Buy?

Quanta (PWR): +17% On A Record Quarter — But It Blew Past Its Own 2030 Plan. Is PWR a Buy?

Corcept (CORT): +27% On A Huge Beat — But The Guide Needs Lifyorli To Triple. Is CORT a Buy?

Garmin (GRMN): Record 62.4% Margin, Stock +12.6% — But H2 Is Guided To +7%. Is GRMN a Buy?

Eaton (ETN): Orders +41%, Backlog +43% — But GAAP EPS Fell 16%. Is ETN a Buy?

Yum China (YUMC): EPS +21%, Revenue +13%, Margin Flat. Is YUMC a Buy?

IES Holdings (IESC): Revenue +40%, Backlog +119%, Stock +30% in a Day. Is IESC a Buy?

Garrett Motion (GTX): Record Margin, Raised Guide — and the Stock Fell. Is GTX a Buy?

Mettler-Toledo (MTD): Beat, Raised — and 68% of the Growth Is the Buyback. Is MTD a Buy?

Skyworks (SWKS): A Beat, a $2B Buyback, a Killed Dividend — and Free Cash Flow Went NEGATIVE

Disc Medicine (IRON): FDA Said No — the Stock Went Back Anyway. Is IRON a Buy?

IQVIA (IQV): Best Bookings Since 2022, Stock +14% — and GAAP Profit Did Not Move. Is IQV a Buy?

Woodward (WWD): Record Margins, a Raised Guide — and a 14% Drop. Is WWD Stock a Buy?

Impinj (PI): A RECORD Quarter Built on a Once-a-Year Cheque — Is PI Stock a Buy?

Sonos (SONO): It Beat on EVERY Line — the Stock Fell 18% — Is SONO Stock a Buy?

Sanofi (SNY): Sales +18%, Guidance RAISED — the Stock FELL. Is SNY Stock a Buy?

Madison Air (MAIR): It RAISED Guidance — the Stock Fell 8% — Is MAIR Stock a Buy?

Arxis (ARXS): GAAP Says It LOST Money — the Stock Rose 28% — Is ARXS Stock a Buy?

Imperial Oil (IMO): Profit DOUBLED on $92 Oil — and the Stock Moved 0.6% — Is IMO Stock a Buy?

ICON plc (ICLR): Best Bookings in CRO History — and the Stock Fell 8% — Is ICLR Stock a Buy?

Neogen (NEOG): Revenue Fell, It Lost Money, and the Stock Jumped 28% — Is NEOG Stock a Buy?

Cameco (CCJ): Earnings Fell 92% and Guidance Went UP — Is CCJ Stock Worth Buying?

Bandwidth (BAND): Revenue +22%, Real Growth +11.8% — The $68M Footnote That Cost 29% In A Day

PTC (PTC): Revenue −7%, ARR +9% — The ASC 606 Trap Almost Every Write-Up Missed

Stryker (SYK): Beat, Raised The Floor, Fell 6.4% — The $375M Cyber Hole Nobody Refilled

Fair Isaac (FICO): Mortgage Revenue +97%, Volumes Flat — The 26% Growth Quarter That Fell 17%

Ingram Micro (INGM): A Record Quarter With Negative Free Cash Flow — Why the Beat Cost It 7%

GoDaddy (GDDY): It Beat Earnings and Fell 17% — Now Priced for a Decline That Hasn’t Started

Guardant Health (GH): Revenue +44%, Shield Volume 4x — Why We Still Say AVOID at $162

L3Harris (LHX): A Beat, A Raise, A Record $42B Backlog — and the Stock Fell 11%

Organon (OGN): EPS Falls 15% — Is the $14 Sun Pharma Buyout Worth It?

Tempus AI (TEM): The First GAAP Profit Is a Stock Gain — and the Operating Loss Got BIGGER

Exxon Mobil (XOM): Earnings Tripled and the Stock FELL — Is XOM Worth Buying?

Moderna (MRNA): $145M Revenue, a $4.7B Cost Base — And the Norovirus Miss That Broke the Rally

Haleon (HLN): Margins Up, Buyback Done — And Growth That Missed Its Own Target Again

Sony (SONY): Record Quarter, Raised Guidance — And an Earthquake That Isn’t In It

AbbVie (ABBV): Double Beat, Guidance Cut — Is It Still Worth Buying?

BrightSpring (BTSG): Adj EBITDA +44%, Stock FELL 15% | Q2 2026

Tyler Technologies (TYL): SaaS +21.7%, But Operating Profit FELL | Q2 2026

Chevron (CVX): Record $12.1B Quarter, EPS $6.11 — But Brent Was $104 | Q2 2026

Starbucks (SBUX): Comps +7.9%, EPS Beat 29% — But a Third Was Tax and Tariffs | Q3 FY2026

AB InBev (BUD): Reported EPS $1.90, Real EPS $1.21 — Half the Growth Was the Dollar | Q2 2026

GSK (GSK): Profit Fell 75%, Core Earnings Rose 9% — Both Are True | Q2 2026

Illumina (ILMN): A Beat, a Raise, and a Stock That Already Doubled | Q2 2026

Carvana (CVNA): A Record Quarter the Market Hated | Q2 2026

Bristol Myers Squibb (BMY): The Best Quarter Before the Cliff | Q2 2026

Butterfly Network (BFLY): Revenue +39%, the Core Business +2% | Q2 2026

BigBear.ai (BBAI): Revenue +13%, Margins +781bps — and Revenue Per Share −77% | Q2 2026

Automatic Data Processing (ADP): 24% of Profit Is Interest — Q4 FY2026

FTAI Aviation (FTAI): Revenue +41%, EPS −28% — Q2 2026

Roblox (RBLX): Revenue +36%, Bookings +8% — Q2 2026

Boston Scientific (BSX): Down 57% While Revenue Grew — Q2 2026

Cohu (COHU): The $170M Guide That Broke Wall Street’s Model — Q2 2026

AXT (AXTI): Record Quarter, 45% Margin — and a Price That Already Knows

Amazon (AMZN): The Biggest Beat Ever — and $53B of It Wasn’t Real

Reddit (RDDT): Revenue +61%, Profit Doubled — and the Stock Fell 12%

Monolithic Power (MPWR): Record Quarter, +164% AI Revenue — and Cash Flow Went Backwards

Apple (AAPL): Best June Quarter Ever, Stock Down 6% — Tim Cook Called It a ”100-Year Flood”

FormFactor (FORM): The HBM Toll Booth Just Beat by 34% — And Its Own CFO Told You the Margin Isn’t Real

Bloom Energy (BE): The Short Sellers Were Wrong — And It’s Still 2x Too Expensive

Vertiv (VRT): It Beat, It Raised, It Fell 17% — And Nobody Asked Where the Backlog Went

Ecolab (ECL): The Water Company Became an AI Stock — At 34x Earnings

GE HealthCare (GEHC): Record Orders, Record Backlog — And The Margin Still Went DOWN

Amneal (AMRX): Beat, Raised Guidance Twice — And Fell 5%. First-Half Cash Flow Was NEGATIVE $48M

Takeda (TAK): 11.6x Core Earnings or 52.8x Reported? The 740 Billion Yen Gap

Silicon Motion (SIMO): Up 21% on a Record Quarter — So Why Was Cash Flow NEGATIVE?

Allegro MicroSystems (ALGM): It Beat AND Raised — So Why Is the Stock Down 42%?

Verisk (VRSK): Adjusted EPS Rose 5.3% — But Profits Actually Fell 1.9%. Is 28x Justified?

Aurora Innovation (AUR): 200 Driverless Trucks — And It Needs 6,000 To Break Even

Procter & Gamble (PG): Organic Volume Was 0% — Is the Safest Stock on Earth Now the Wrong Price?

ASE Technology (ASX): Its Best Quarter Ever — And It Just Burned $1 Billion in Cash

Meta (META): Free Cash Flow Fell 91% While Revenue Grew 28% — Moat or Money Pit?

Fortinet (FTNT): Product Revenue Just Grew 52% — And That’s Exactly the Problem

Qualcomm (QCOM): Apple Is Leaving Faster Than Guided — Is The Diversification Big Enough?

Microsoft (MSFT): Its Best Quarter Ever — But $140B of AI Capex Is Eating the Cash Flow

Lam Research (LRCX): Record Quarter, Blowout Guide — So Why Are We Saying AVOID?

Arm Holdings (ARM): A Record Quarter, a 50% Crash — And Still 970x Owner Cash Flow

General Dynamics (GD): Record $136.5B Backlog, a Beat AND a Raise — So Why Did the Stock Fall?

Fortrea (FTRE): It Beat by $0.04 - and Still Lost Money. Here’s the $35.9M Bridge

UMC (UMC): Net Income Up 161% - But Two-Thirds Wasn’t From Chips

SK hynix (SKHY): Its PROFIT Was BIGGER Than Its REVENUE - Why We Say AVOID

NXP Semiconductors (NXPI): Record Q2, Falling Stock — Is the Market Already Paying the 2027 Bull Case?

Rambus (RMBS): Record Quarter, Stock Down 51% — Bargain or Still Priced for Perfection?

Grifols (GRFS): Profit Jumped 29% — Until You Find the €109M Accounting Gain

Coca-Cola (KO): Best Volume Quarter in 17 Years — So Why We’re Saying REDUCE

Boeing (BA): It Earned $1 Million on $24.6 Billion — Why We Say SELL While Wall Street Says Buy

Teradyne (TER): Revenue +104%, Guide Beat the Street — Then the Stock Erased a 15% Gap

Seagate (STX): 52% Gross Margin on Hard Drives — Best Quarter Ever, Stock Down 28%

KLA (KLAC): A Record Quarter, a Beat — and the 1% Number Nobody Noticed

Corning (GLW): A Genuine Beat That Fell 15% — Is the AI Optical Sell-Off a Gift?

Celestica Stock: Beat, Raised Guidance & CCS +84% on AI — So Why We Say HOLD (CLS Q2 2026)

Cadence Stock: It Beat, Raised Guidance & Set a Record Backlog — So Why We Say HOLD (CDNS Q2 2026)

Applied Digital (APLD) Q4 FY2026: A $36B AI Data-Center Backlog vs $5B of Debt — Real Transformation or Priced for Perfection?