Know What You Are Investing

Explore the next industrial wave as NVIDIA CEO Jensen Huang unveils “AI factories” at COMPUTEX 2025. Discover how new AI infrastructure, supercomputing breakthroughs, digital twins, and enterprise AI tools are set to transform industries and global investment. Find out why NVIDIA’s vision matters for business leaders and investors worldwide.

EP22 : From Bandwidth to Balance Sheet: Cloudflare’s Q1 2025 in Review In this episode, we cover Cloudflare’s Q1 2025 highlights: Strong revenue growth and solid gross margins Network architecture built for DDoS defense Positive free cash flow and expanding customer base Risks around security breaches, litigation, and equity compensation 🎯 Key Takeaway: Cloudflare is scaling globally while balanc...

🌊 Ready to ride the dividend tsunami? In this masterclass breakdown, we dive into high-yield vs. growth strategies, the Dividend Growth Pyramid, key metrics like FCF and payout ratio, and how to earn income while you sleep 💤 💰. Whether you're just starting out or optimizing your retirement income, learn how to build a sustainable portfolio that pays you for life! 📊📆 #PassiveIncome #Divide...

🔥 AMD is on fire with 36% revenue growth in Q1 2025, led by EPYC CPUs and Instinct GPUs. But not all is smooth—$800M in export-related inventory charges, China risks, and Intel competition loom large. Tune in for a deep dive on AI acceleration, strategic acquisitions, and financial plays that shape AMD’s future. 🚀📉💼 #AMD #Earnings #Semiconductors #KnowWhatYouAreInvesting

📊 Realty Income (O) delivered a strong Q1 2025 with AFFO growth, high occupancy, and $1.4B in new investments—65% in Europe. 🏢 With stable dividends 💵, a solid balance sheet 📈, and a new private capital fund, O is scaling globally while staying disciplined. We break down the quarter's highlights, European retail park strategy 🇪🇺, and how the company is preparing for uncertain markets. #REIT #D...

🔥 Palantir just posted explosive Q1 2025 results: 39% revenue growth, 83% Rule of 40, and a booming U.S. commercial business up 71%! 🚀 But… the stock dropped 📉 Why? We unpack the AI platform that’s transforming industries, dive into high-profile deals with Wendy’s, Walgreens, and the Pentagon, and explore why valuation may be Wall Street’s only concern. 🧠🇺🇸 #KnowWhatYouAreInvesting

🍔 In this episode, we break down McDonald’s 2024 Annual Report & Q1 2025 earnings. From the $5 Meal Deal to global chicken innovation and CosMc’s-inspired drinks, discover how the Golden Arches is tackling inflation, evolving digital orders, and pushing value to win back low-income diners. We also unpack the “Accelerating the Arches” strategy, new restaurant targets, and what’s next in McDona...

Eli Lilly and Company (NYSE: LLY ) Q1 2025 Release May 1,2025 Source : Company Earning Deck and Webcast 🧬  Eli Lilly Q1 2025 – $12.7B Surge, Obesity Wars, and the Future of Oral GLP-1s 🎧  Podcast by Men’s Hobby – Know What You Are Investing In this episode, we break down Eli Lilly’s blockbuster Q1 2025 earnings call and the company’s bold strategy to dominate the obesity and diabetes drug market...

🎧  Podcast by Men’s Hobby – Know What You Are Investing Earning Release : May 1st,2025 In this episode, we decode  Amazon’s Q1 2025 earnings —a quarter marked by stellar sales, massive AI investment, faster-than-ever Prime delivery, and a literal launch into space. Here’s what you’ll discover: 💰  Net Sales:  $155.7B (Up 10% YoY, beat high-end guidance) 💼  Operating Income:  $18.4B (Up 20%) 💸 ...

🍏  Apple Q2 2025 – Record Revenue, AI Push, and the $100B Confidence Move 🎧  Podcast by Men’s Hobby – Know What You Are Investing Earning Release : May 1st,2025 Resources : Company IR , Seeking Alpha In this episode, we break down Apple’s Q2 FY2025 earnings report and earnings call—one packed with innovation, investor confidence, and big market signals. Here’s what you’ll learn: Revenue Hits $95...

📅  Earning Release : April 30, 2025 💼  Company : Meta Platforms, Inc. (META) 📊  Revenue : $42.3B (+16% YoY) 💡  Theme : From ads to AI glasses — Meta’s future is intelligent and immersive. 🚀  In This Episode : We explore how Meta kicked off 2025 with strong revenue, aggressive AI investment, and surging engagement across its apps. Despite a slight EPS miss and increasing regulatory heat in Eur...

📅  Earning Release :  April 30, 2025 🏢  Company:  Microsoft Corporation (MSFT) 💰  Revenue:  $70.1B (+13% YoY) 🧠  AI & Cloud:  Driving massive growth and future demand 🔥  Episode Summary: In this episode of  Know What You Are Investing , we unpack Microsoft’s stellar Q3 FY25 earnings report and the executive insights that highlight the tech giant’s expanding leadership in cloud computing,...

✍️ Episode Description : Source : Company Earnings material and transcripts Earning Release : April 30,2025 💳 In this episode of Know What You Are Investing, we break down Visa’s strong Q2 2025 performance. 📈 Revenue rose 9% YoY, with robust growth across payments volume, cross-border transactions, and Visa Direct. 🚀 Visa is doubling down on innovation—from tokenization and “Tap to Everything”...

🎧 Know What You are investing : Deep Dive into JEPQ ETF Turning Nasdaq Volatility into Monthly Cash Flow 📝 Podcast Episode Description: Do you ever wish your Nasdaq tech investments could pay you monthly? Imagine converting the ups and downs of big tech stocks like Apple, Nvidia, and Tesla into consistent income without selling shares. In this episode, we unpack the JPMorgan Nasdaq Equity Premiu...

📌  Episode :  Starbucks Q2 2025 – Brewing a Turnaround with “Back to Starbucks” Strategy 🎙️  Podcast Show :  Know What You Are Investing 📅  Earnings Release : April 29, 2025 📄  Source : Company Earnings Call Presentation and Transcripts ☕  In this episode, we unpack Starbucks' Q2 Fiscal Year 2025 earnings results and its customer-centric transformation through the “Back to Starbucks” strat...

🎙️ Channel: Know What You Are Investing In this episode, we dive into a side-by-side comparison of Palantir Technologies (PLTR) and Nvidia (NVDA) — two giants driving the AI revolution from different fronts. Source: BWB channel🔍 Key Takeaways:• Nvidia: The AI Engine – Dominates hardware with over 80% GPU market share and a deep moat around CUDA, while expanding into AI software, data centers, and...

🎯 Podcast : Know What You Are Investing – Palantir Technologies (PLTR)🎙️ Channel: Men’s Hobby (English)In this episode, we dive deep into Palantir Technologies (PLTR) — uncovering what the market often misunderstands about its true value and future growth drivers.🔍 Key Takeaways:• Palantir as Enterprise AI OS: Built on its Ontology layer, Palantir isn’t just a software company — it’s becoming th...

🎙️ AbbVie Q1 2025 Earnings – Immunology Momentum, Raised Guidance, and Strategic Growth Moves📅 Earning Release: April 25, 2025📄 Sources: AbbVie Q1 2025 Earnings Release, Investor Charts, and Call TranscriptIn this episode, we break down AbbVie’s strong Q1 2025 results, pipeline updates, and future growth strategy beyond Humira.📈 Quarterly Highlights• Revenue: $13.3B (+8.4% YoY reported, +9.8% o...

📅 Release: April 24, 2025📄 Sources: Intel Q1 2025 Earnings Deck & Call TranscriptIn this episode, we break down Intel’s Q1 2025 performance and the strategic shift under new CEO Lip-Bu Tan.📈 Quarterly Highlights• Revenue: $12.7B (flat YoY, exceeded expectations)• Gross Margin: 39.2% (down 5.9 points YoY)• EPS: $0.13• Stronger-than-expected results from Data Center and Foundry🧠 Leadership a...

📅 Release: April 24, 2025📄 Sources: Coursera Q1 2025 Shareholder Letter & Earnings CallIn this episode, we break down Coursera’s Q1 2025 performance, showcasing steady revenue growth, improved profitability, and a strategic shift in operating structure.📈 Quarterly Highlights• Revenue: $179.3M (+6% YoY)• Non-GAAP Net Income: $19.7M (11.0% margin)• Adjusted EBITDA: $18.7M (+125% YoY, 10.4% ma...

📅 Recorded: April 24, 2025📄 Sources: Alphabet Q1 2025 Earnings Release, Slides, and Call TranscriptIn this episode, we break down Alphabet’s impressive Q1 2025 results, powered by surging AI adoption and Cloud momentum:📈 Financial Highlights• Revenue: $90.2B (+12% YoY)• Net Income: $34.5B (+46% YoY)• EPS: $2.81 vs $1.89• Google Cloud revenue up 28% YoY with strong profitability🤖 AI at the Core...

🎙️ TSMC Q1 2025 Briefing – AI Momentum, U.S. Expansion & Margin Pressures📅 Earning Release: April 17, 2025 📄 Sources: TSMC Q1 2025 Presentation, Transcript, Financial Report In this episode, we break down Taiwan Semiconductor Manufacturing Company’s (TSMC) Q1 2025 performance and outlook:✅ Revenue & Profit Surge: TSMC delivered strong YoY growth with revenue up 41.6% and EPS rising over...

📅 Earning Release: April 22, 2025📄 Source: TSLA Q1 Update PDF + Webcast Highlights🔍 Episode SummaryIn this episode, we break down Tesla's Q1 2025 financial results, operational progress, and strategic roadmap as discussed in their latest earnings call and shareholder update. Despite a challenging quarter marked by a 9% drop in revenue and a 66% plunge in operating income, Tesla remains focused...