Earning Madness your go to podcast, covering not only earnings season but also the key daily developments shaping global markets. patreon.com/EarningsMadness
EarningsMadness
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9 episodes
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Podcast Overview
Earning Madness your go to podcast, covering not only earnings season but also the key daily developments shaping global markets. patreon.com/EarningsMadness
Language
🇺🇲
Publishing Since
8/28/2025
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Recent Episodes
June 2, 2026
Planet Labs Earnings: A Future Palantir Thesis in Space
<p>$PL Planet Labs reports earnings after the U.S. market close on Thursday and this quarter is about more than just revenue growth.</p><p>In this episode of <strong>EarningsMadness</strong>, 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.</p><p>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?</p><p>We cover the bull case, the bear case, the potential surprise factors, and what could actually move the stock after earnings.</p>
May 20, 2026
$NVDA Takes Center Stage: AI Demand, Margins & Guidance
<p>In this episode of <strong>Earnings Madness</strong> 🚨</p><p><strong>NVDA is the main event.</strong></p><p>We break down Nvidia’s earnings setup: AI demand, data center growth, margins, guidance, valuation risk, and what the market is already pricing in.</p><p>But the bigger question is not just chips anymore — it’s <strong>power</strong>.</p><p>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.</p><p>That’s where <strong>ENS</strong> enters the conversation.</p><p>Plus, a quick read on <strong>ELF</strong> and whether its growth story can still surprise.</p><p><strong>NVDA owns the AI demand story. ENS may be tied to what powers it.</strong></p>
May 15, 2026
The Humanoid Bet: How Brett Adcock Built Figure AI
<p>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.</p><p>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.</p><p>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.</p>
9 total episodes available
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