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Cory Johnson
The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.
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Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)

Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)

🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
09:0421/11/2024
Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)

Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)

🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMAT @Applied Materials #SemiconductorStocks #TechInvesting #AI #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:2115/11/2024
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)

Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)

🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CSCO @Cisco #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:3714/11/2024
Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)

Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)

🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3608/11/2024
Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).

Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).

🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:5107/11/2024
Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)

Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)

🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
03:3907/11/2024
Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)

Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)

🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:1607/11/2024
Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)

Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)

🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @Arm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:5107/11/2024
Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)

Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)

🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #QCOM @Qualcomm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:3606/11/2024
Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)

Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)

🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Supermicro leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SMCI @Supermicro #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:1606/11/2024
Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)

Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)

🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Global Founderies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GFS @Global Founderies #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:1506/11/2024
Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)

Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)

🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:1805/11/2024
Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)

Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)

🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #FPGA #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3805/11/2024
Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).

Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).

🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  Alex Karp. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PLTR @Palantir #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3105/11/2024
Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)

🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:1701/11/2024
Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)

Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)

🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Atlassian leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TEAM @Atlassian #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:1701/11/2024
Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)

Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)

🎙️ The Drill Down: Intel Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #INTC @Intel #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3031/10/2024
Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)

Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)

🎙️ The Drill Down: Apple Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAPL @Apple #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3531/10/2024
Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)

🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mobileye leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MBLY @Mobileye #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:0831/10/2024
Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)

Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)

🎙️ The Drill Down: Meta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Meta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #META @Meta #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:3831/10/2024
Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)

Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)

🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twillio leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TWLO @Twillio #CustomerEngagement #TechInvesting #Email #StockMarketAnalysis #InvestorInsights #EarningsGuide #SanFrancisco #DataCenter #Chips #AI #ArtificialIntelligence #SMS #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
07:2931/10/2024
Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)

Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)

🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from KLA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #KLAC @KLA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:5531/10/2024
Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:0731/10/2024
Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)

🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ADVANCED MICRO DEVICES leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @ADVANCED MICRO DEVICES #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3630/10/2024
Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)

Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)

🎙️ The Drill Down: Snap Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNAP @Snap #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:1430/10/2024
Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)

🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GOOG @Alphabet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:0929/10/2024
Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)

Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)

🎙️ The Drill Down: Corning Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Corning leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GLW @Corning #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:2329/10/2024
Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)

Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)

🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:2428/10/2024
Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)

🎙️ The Drill Down: F5 Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Networking #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:4728/10/2024
Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)

Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)

🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @ON Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:5828/10/2024
Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)

🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Comfort Systems USA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FIX @Comfort Systems USA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:4228/10/2024
Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER)  – what you need to know

Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know

🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Teradyne leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TER @Teradyne #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:2625/10/2024
Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)

Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)

🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lam Research leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LRCX @Lam Research #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices
04:4724/10/2024
Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)

Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)

Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk.  🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TSLA @Tesla #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @Elon #ElonMusk Learn more about your ad choices. Visit megaphone.fm/adchoices
06:3524/10/2024
Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)

Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott.  💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ServiceNow leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NOW @ServiceNow #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3224/10/2024
Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)

🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #VRT @Vertiv #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #DataCenter #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:4324/10/2024
Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)

Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)

🎙️ The Drill Down: IBM Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #IBM @IBM #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:2824/10/2024
Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)

Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)

Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:5623/10/2024
Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:1722/10/2024
Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:4216/10/2024
Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)

Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:3526/09/2024
Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:3612/09/2024
Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #GameStop #Earnings @GameStop $GME #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
04:5210/09/2024
Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison.  More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:4809/09/2024
Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Broadcom Q3: How weak device sales hid strong AI revenues.  Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:2109/09/2024
Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:0605/09/2024
Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
05:0105/09/2024
Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:4505/09/2024
Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
06:4404/09/2024
Drill Down Insider,  Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA. Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other. Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future. #quantumtechnology #quantumcomputing #quantumphysics #quantumleap #quantumfuture #quantumapplications #quantumdefense #quantumtelecom #quantumenterprise #quantumAI @Infleqtion #MathewKinsella #podcast #interview Learn more about your ad choices. Visit megaphone.fm/adchoices
16:2804/09/2024