EarningsMadness
EarningsMadness
Earning Madness your go to podcast, covering not only earnings season but also the key daily developments shaping global markets.patreon.com/EarningsMadness
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EarningsMadness
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Último episodio
2 de jun. de 2026
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Episodios
Planet Labs Earnings: A Future Palantir Thesis in Space 02.06.2026 20:24
$PL Planet Labs reports earnings after the U.S. market close on Thursday and this quarter is about more than just revenue growth. In this episode of EarningsMadness , we break down what investors need to watch from PL: guidance, margins, cash burn, government demand, commercial adoption, backlog, and whether the market is starting to value Planet less like a satellite imaging company and more lik...
$NVDA Takes Center Stage: AI Demand, Margins & Guidance 20.05.2026 21:57
In this episode of Earnings Madness 🚨 NVDA is the main event. We break down Nvidia’s earnings setup: AI demand, data center growth, margins, guidance, valuation risk, and what the market is already pricing in. But the bigger question is not just chips anymore — it’s power . With Leopold leaning more toward the energy side of the AI trade, the setup becomes clear: if AI keeps scaling, energy st...
The Humanoid Bet: How Brett Adcock Built Figure AI 15.05.2026 36:38
In this episode of Earnings Madness, we take a closer look at Brett Adcock and the rise of Figure AI one of the most ambitious companies trying to bring humanoid robots into the real world. From Adcock’s founder journey after Archer to Figure’s BMW factory tests, Helix robot intelligence, Brookfield partnership, and BotQ manufacturing plans, we break down how Figure is trying to turn humanoid robo...
The Trillion Dollar Race: A Case Study on Leopold’s “Situational Awareness” 14.05.2026 19:47
AI is no longer just a software story. It is becoming a race for compute, power, talent, infrastructure, and strategic control. In this episode, we use Leopold Aschenbrenner’s Situational awareness as a case study to examine the decade ahead.
May 11 - 15 Earnings (BABA, NBIS, EOSE, WIX, CSCO, USAR, DOCS, ONDS, BTDR, NU, AMAT, FIG, NNE, KULR, SPCE) 12.05.2026 23:31
In this episode of Earnings Madness: A full earnings previews across cloud, semis, networking, power, storage, rare earths, software, fintech, and high-beta small caps. We’ll look at the numbers, the guidance, the key risks, and the details that could actually move the stocks.
$GLD: When the Easy Trade Stops Working 11.05.2026 25:05
In this new Earnings Madness episode, we discuss why gold ($GLD) is no longer an easy trade.
($LEU) Centrus Energy: The Next Bottleneck in the AI Power Stack 11.05.2026 18:31
Today’s special episode is a big one: we’re breaking down @Pricemechanist groundbreaking X article about Centrus Energy and what it could mean going forward.
$PSNY: This Week’s Wildcard Pick 01.09.2025 1:58
This week’s top pick is Polestar. high conviction play with 50%+ upside potential in the near future Polestar reports Wednesday, in pre-market.
Aug 28 2025 Earnings 28.08.2025 3:42
EarningsMadness AUG 28 2025 DELL, MRVL, AFRM, ULTA, S, IREN, ADSK, ESTC, GPS, AMBA
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