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Episodes


"Overblown" CRWV Earnings Reaction? A.I. Demand Bullish, Competition Bearish

The Big 3: CAT, FDX, MO

CSCO High Earnings Bar: Networking Revenue & Tariff Impact Take Investor Interest

Ads, Live Content & Expansion: NFLX Path to Becoming Content Powerhouse

CRWV Constricted Earnings, CAVA Dishes Mixed Report, EAT Serves Beat

Ultility Outperformance Continues, VIX Hits 2025 Low

VIX Showing "Complacency," Explaining the RUT Spike & "Punished" Earnings

Markets "Unwavered:" Investors Shrug Off CPI, Rate Cut Discussion Heats Up

Options Corner: CSCO

Why NFLX is Positioning for "Millions of Eyeballs Up for Grabs" in Sports, Video Games

Rate Cut Optimism Pushes Markets to New Highs, CRWV Slumps, ETH Surges

Technical Tuesday: SPX All-Time High, OKLO Bull Flags & TMDX Bullish SMA

Keys: Ethereum "Like Digital Oil," Bigger Growth Potential Over Bitcoin

EARNINGS ALERT: CRWV & CAVA

Labor Importance Grows After July CPI, Brace for "Pockets of Weakness"

SPX Bullish Breakout Above 6,400, VIX Remains "Fairly Low"

Perplexity's $34.5B Google Chrome Bid Shows Search Complexity

Trump Considers "Downgraded" NVDA Blackwell Chip for China

PONY Beats Earnings & Doubles Robotaxi Service Revenue
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