Earning Madness your go to podcast, covering not only earnings season but also the key daily developments shaping global markets.
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The Week AI Got Cheaper, Riskier and More Expensive to Build
It was a big week for AI, with cheaper models, tighter data center constraints, new security concerns, a growing battle over AI shopping, and fresh moves across chips, infrastructure, and AI safety.
In this episode of Earnings Madness, we cover OpenAI and Anthropic’s latest pricing moves, Texas data center restrictions, Meta and Amazon’s diverging strategies in AI commerce, new questions around agent reliability and security, Alibaba’s expanding AI ambitions, and the rise of AI safety as a business category.
We break down what changed, why it matters, and what it could mean for AI stocks, margins, valuations, and the next phase of the AI trade.
15 Sept 2026
AI Safety vs. AI Acceleration: Can America Afford to Slow Down the Race to AGI?
In this episode of Earnings Madness, we examine the widening split over whether frontier AI should be slowed, regulated, or allowed to advance at full speed. From Dario Amodei, Sam Altman, Ilya Sutskever and Elon Musk to Jensen Huang, Yann LeCun, Mark Zuckerberg and Donald Trump, we break down the competing arguments around safety, innovation, China, open access, corporate incentives, and the growing difficulty of controlling increasingly capable systems
2 Jun 2026
Planet Labs Earnings: A Future Palantir Thesis in Space
$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 like a future data infrastructure platform.
The key question: can Planet Labs turn Earth observation into a scalable, AI era intelligence business or is the market still too early on the story?
We cover the bull case, the bear case, the potential surprise factors, and what could actually move the stock after earnings.
20 May 2026
$NVDA Takes Center Stage: AI Demand, Margins & Guidance
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 storage and power infrastructure become the next bottleneck.
That’s where ENS enters the conversation.
Plus, a quick read on ELF and whether its growth story can still surprise.
NVDA owns the AI demand story. ENS may be tied to what powers it.
15 May 2026
The Humanoid Bet: How Brett Adcock Built Figure AI
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 robotics from a futuristic idea into a practical labor platform.
This is not just a story about robots. It is a story about physical AI, real world data, manufacturing scale, and the next major technology race.
14 May 2026
The Trillion Dollar Race: A Case Study on Leopold’s “Situational Awareness”
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.
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.
11 May 2026
$GLD: When the Easy Trade Stops Working
In this new Earnings Madness episode, we discuss why gold ($GLD) is no longer an easy trade.
11 May 2026
($LEU) Centrus Energy: The Next Bottleneck in the AI Power Stack
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.
1 Sept 2025
$PSNY: This Week’s Wildcard Pick
This week’s top pick is Polestar. high conviction play with 50%+ upside potential in the near future Polestar reports Wednesday, in pre-market.
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