All Episodes

Can Oscar Health Transform the way we look at Healthcare?

Polymer Power: Lightwave Logic's AI Play

From Seabed Mapping to Mine Countermeasures: Kraken Robotics ($KRKNF) Is Changing the Game!

Ericsson's ($ERIC) AI-Native Pivot - A Risky Gamble?

The Dramatic Transformation of Ondas ($ONDS)

POET Technologies: A "Pure Play" AI Hardware Company Redefining Connectivity

Robinhood ($HOOD) Act II: Why the next phase could be more transformational.

Navitas ($NVTS): The Bold Strategic Pivot to High-Power Semiconductors

Meet Embraer: The Brazilian Jetmaker that is sitting on $31.6 billion backlog.

How $OPEN is using AI to change the way we buy homes.

Podcast: Ouster’s Record Results and the Path to Profitability ($OUST)

Why the $HIMS pullback may be overblown

Sea Limited's ($SE)Next Steps: AI, Latin American Expansion, and Beyond

Intel’s Ascent: Why the "IDM 2.0" Gamble is Positioning a Titan for a Historic Comeback

Aurora Innovation's Billion Dollar Driverless Gamble

Why Rambus ($RMBS) Plunged Despite Record AI Growth

How Nokia's ($NOK) Reinvention could play a key role in the AI race.

Satellogic ($SATL) vs Planet Labs ($PL): Let's discuss

Is This Superapp’s Profitability a Green Light for Investors?

Forging a New Path: Applied Digital’s Transition from Blockchain to AI Factories

Planet Labs (PL): An Investor's View from Above- Deep Dive

Micron Technology's Strategic Position in the AI-Driven Memory Upcycle

$ASTS: The High-Stakes Bet to Connect the Entire Planet from Space

How a SoFi is Redefining Finance (And What It Means for Investors)

What is behind the Oracle Pullback? Concern or Golden Opportunity?

Rocket Lab vs SpaceX- which is the better Space Play?

Amkor's Advanced Packaging and AI Bet is paying off.

DigitalOcean Pivots to AI to Fuel Next Wave of Growth

The Bullish Case for Credo ($CREDO) Technology