Deep dives into companies, pulling gems from published filings and Reports, sharing insights on publicly traded stocks. None of this information is Financial Advice. By listening you agree that you use the contents of this podcast at your own risk and that you are solely responsible for any investment decisions you make <br/><br/><a href="https://deltainvestments.substack.com?utm_medium=podcast">deltainvestments.substack.com</a>
Delta Investments Podcast
Claim This Podcastby Delta Investments
5.0(1 reviews)
31 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Deep dives into companies, pulling gems from published filings and Reports, sharing insights on publicly traded stocks. None of this information is Financial Advice. By listening you agree that you use the contents of this podcast at your own risk and that you are solely responsible for any investment decisions you make <br/><br/><a href="https://deltainvestments.substack.com?utm_medium=podcast">deltainvestments.substack.com</a>
Language
🇺🇲
Publishing Since
12/3/2025
1 verified contact email on file for Delta Investments Podcast
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
May 29, 2026
SpaceX IPO & Impact on the Space Industry
<p>The wait is finally over. <strong>SpaceX</strong> has officially filed its <strong>S-1 registration statement</strong> with the SEC, targeting a historic June 12, 2026, debut on the Nasdaq under the ticker <strong>SPCX</strong>. With a projected valuation between <strong>$1.75 trillion and $2 trillion</strong>, this listing is poised to become the largest initial public offering in corporate history, dwarfing the previous record held by Saudi Aramco.</p><p>But as the curtain is pulled back on Elon Musk’s private empire, the financials reveal a complex, high-stakes paradox that every investor needs to understand before listing day.</p><p><strong>In this episode, we break down:</strong></p><p><strong>The "Three-Engine" Business Model:</strong> Discover how SpaceX has evolved from a simple rocket launcher into a "vertically integrated technological conglomerate" spanning orbital transport, global communications (Starlink), and frontier AI (xAI).</p><p><strong>The xAI Factor:</strong> Why is a space company spending billions on GPUs? We analyze the <strong>xAI merger</strong>, the <strong>Colossus supercomputer</strong> in Memphis, and the massive $15 billion-a-year compute deal with <strong>Anthropic</strong>.</p><p><strong>Starlink: The Internal Cash Machine:</strong> Starlink generated <strong>$11.4 billion</strong> in 2025 revenue, acting as the primary engine funding Musk's more speculative bets. However, we also look at the worrying 33% decline in Average Revenue Per User (ARPU).</p><p><strong>The Sector Re-Rating:</strong> How the SpaceX IPO is acting as a "rising tide" for peers like <strong>Rocket Lab (RKLB)</strong> and <strong>AST SpaceMobile (ASTS)</strong>.</p><p><strong>Key Data Points from the S-1 Filing:</strong></p><p><strong>2025 Consolidated Revenue:</strong> $18.7 Billion.</p><p><strong>2025 GAAP Net Loss:</strong> $4.94 Billion.</p><p><strong>AI Segment Capex (2025):</strong> $12.7 Billion.</p> <br/><br/>Get full access to Delta Investments at <a href="https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">deltainvestments.substack.com/subscribe</a>
May 14, 2026
Let's Talk about Blackberry's ($BB) Transformation
<p>You thought they were gone. You thought the "Crackberry" era ended when the keyboards fell silent. You were wrong.BlackBerry ($BB) has just completed one of the most radical architectural shifts in tech history. No longer a phone company, they have transformed into a high-margin, structurally profitable software titan, serving as the hidden "nervous system" for the world's most mission-critical operations.In this deep dive, we unpack the BlackBerry Renaissance:🚀 The QNX Royalty Engine: While the world looked away, BlackBerry’s QNX software became the industry standard for safety-certified embedded systems. It is now embedded in more than 275 million vehicles worldwide, powering everything from digital cockpits to advanced autonomous driving systems for the top global automakers.🤖 The "Brainstem" of Physical AI: Beyond the road, BlackBerry is moving into the "Physical AI" space. Through a deepening partnership with NVIDIA, BlackBerry is integrating its QNX OS for Safety with the NVIDIA IGX Thor platform. This isn't just about cars anymore—it’s about the software layer governing autonomous surgical robots, smart manufacturing, and medical imaging where failure is not an option. 🛡️ Digital Sovereignty: As global tensions rise, BlackBerry’s Secure Communications division is seeing an accelerating "digital sovereignty" tailwind. Trusted by 17 of the G20 governments, they provide the military-grade encryption and critical event management that nations rely on when security is a matter of national defense.💰 The Financial Inflection Point: For the first time in years, the "company in transition" narrative is dead. BlackBerry has reported its eighth consecutive quarter of improving GAAP profitability as of April 2026. With a massive $950 million royalty backlog providing multi-year visibility, the "royalty engine" is just starting to compound. Is BlackBerry the most undervalued AI play in the market today? We explore the $950M "coiled spring" backlog, the NVIDIA partnership, and the roadmap to 2027.For more deep dives into the technologies redefining our world, subscribe and hit the bell icon. Get full access to Delta Investments at (<a target="_blank" href="https://deltainvestments.substack.com">https://deltainvestments.substack.com</a>)#BB #ai #PhysicalAI #nvidia #Earnings #Autonomy #SmartInfrastructure #ai</p> <br/><br/>Get full access to Delta Investments at <a href="https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">deltainvestments.substack.com/subscribe</a>
May 1, 2026
Can Oscar Health Transform the way we look at Healthcare?
<p></p> <br/><br/>Get full access to Delta Investments at <a href="https://deltainvestments.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">deltainvestments.substack.com/subscribe</a>
31 total episodes available
Similar Podcasts
Discover related shows you might enjoy
The 5-Minute Ticker – One stock, two friends, five minutes
Amanda Irwin and Alan Iglesias
The Road to Autonomy
Grayson Brulte | AUTNMY AI
Equity
TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
The Diary Of A CEO with Steven Bartlett
DOAC
Deep-dive analytics for Delta Investments Podcast
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Delta Investments Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.