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300 Folgen

1. BNTC Has a $15B Monopoly Priced at Just $140M vor 3 Stunden 24:52
2. FIGR: The $30 Trillion Disruption Wall Street Missed vor 11 Stunden 21:45
3. Nubank's 32% ROE Exposes Wall Street's Blind Spot vor 19 Stunden 20:11
4. Cerebras Stock Fell 70% Despite A $25B AI Backlog vor 1 Tag 23:46
5. Evergy's $21B AI Power Surge Wall Street Missed vor 1 Tag 19:53
6. CRDO Grew 115%, But 4 Customers Control 84% of Revenue vor 2 Tagen 25:11
7. RSKD Surged 41% But Margins Tell Another Story vor 2 Tagen 24:03
8. Wall Street Is Mispricing SOXX at 20x Earnings vor 2 Tagen 16:55
9. Wall Street Dumped MNDY Despite Record 24% Margins vor 3 Tagen 17:51
10. CoreWeave's $132B Backlog Has a $47B Debt Problem vor 3 Tagen 21:21
11. HROW Slashed Guidance, but Wall Street Sees 140% Upside vor 3 Tagen 24:41
12. HRTX Selling All Assets: The $222M Valuation Gap vor 4 Tagen 21:06
13. Why Trade Desk Is Wall Street's Biggest Blind Spot vor 4 Tagen 25:43
14. Energy Fuels: The $932M Critical Minerals Moat vor 4 Tagen 23:22
15. ServiceNow Stock Fell 17% But AI Growth Surged 70% vor 5 Tagen 24:20
16. The $994M Refund Masking Target’s Real Earnings vor 5 Tagen 21:47
17. LIVN: The Medtech Monopoly Hiding a 73% Valuation Gap vor 5 Tagen 21:18
18. SK Hynix Trades at 4x Earnings Despite 80% AI Margins vor 6 Tagen 20:49
19. Why DraftKings Stock Crashed 25% on a $700M Bet vor 1 Woche 22:37
20. NVIDIA at 20x Earnings Ignores 70% Growth vor 1 Woche 25:37
21. SanDisk Trades at 8x P/E Despite 437% AI Growth vor 1 Woche 15:57
22. GOGO Stock: 574% Asymmetric Upside as Debt Clears vor 1 Woche 21:57
23. How PURR Stock Captures Hyperliquid's 99% Fee Burn vor 1 Woche 24:10
24. AXON Stock Dropped 14% Despite a $15 Billion Backlog vor 1 Woche 22:25
25. Cloudflare (NET) 39% Growth Surge Defies 35x Valuation vor 1 Woche 22:10
26. Kraft Heinz (KHC): 6.5% Yield Hiding a Cash Machine vor 1 Woche 23:16
27. AppLovin: The 84% Margin AI Stock Wall Street Missed vor 1 Woche 22:04
28. The 91% Apple Risk Wall Street Got Wrong on CRUS vor 1 Woche 21:59
29. AMD Stock Dropped 7% Despite 246% EPS Growth vor 1 Woche 22:34
30. Carl Icahn's CVI Doubles Capacity in $4.2B Deal vor 1 Woche 21:42
31. Wall Street Is Mispricing MIRM's 109% Growth vor 2 Wochen 22:07
32. Palantir's 148% Commercial Surge Flips the Thesis vor 2 Wochen 24:08
33. GOOGL Dropped $500B Despite 103% Cloud Growth vor 2 Wochen 22:16
34. AMAT Just Raised Guidance 51% But Shares Dropped vor 2 Wochen 22:58
35. INSM: The $14B Biotech Breakout Wall Street Missed vor 2 Wochen 24:16
36. HONA: The $19B Backlog Wall Street Is Ignoring vor 2 Wochen 20:34
37. Wall Street Missed AKR's Hidden $16.5M Rent Pipeline vor 2 Wochen 18:15
38. PCRX Stock: The $1.65B Buyout Arbitrage Risk vor 2 Wochen 27:03
39. GLP-1 Fears Left FMS Stock Mispriced by 188% vor 2 Wochen 25:30
40. Hershey Stock Is Mispriced as Cocoa Costs Collapse vor 2 Wochen 22:32
41. Intel Stock Dropped 21% While AI Revenue Surged 78% vor 2 Wochen 19:09
42. Ralph Lauren's 73% Margin Proves Wall Street Wrong vor 2 Wochen 22:03
43. TNET Crushes Q3 Estimates by 56% as AI Drives Margins vor 2 Wochen 22:32
44. Amazon's $220B AI Bet Triggered a -$42B Cash Outflow vor 2 Wochen 19:32
45. Pagaya AI Profits Surged 122% But PGY Trades at 10x P/E vor 2 Wochen 23:37
46. Microsoft $200B Capex Bet Meets a $677B AI Backlog vor 2 Wochen 22:11
47. GOOG Cloud Hits 103% Growth Behind the EPS Miss vor 2 Wochen 21:10
48. META Crashed to 16x Earnings Despite 26% Growth vor 2 Wochen 22:04
49. SK Hynix Is Printing 80% Margins at a 6x P/E vor 2 Wochen 22:23
50. SOFI Just Proved Wall Street Completely Wrong vor 2 Wochen 17:21