Tag: Tesla

Two months ago we launched Earnings Edge on the Futurum Equities YouTube channel which is a short-form series where I break down each company’s earnings, my reaction to the results and what they mean going forward.

So far this earnings cycle, we’ve covered: $DDOG $APP $SPCX

Palantir's net dollar retention hit 157%. The customers already inside are spending 57% more every year without a single new logo required.

Episode 51 gets into the $PLTR rerating and why the SaaSpocalypse is over.

SpaceX guided to $260B in revenue by 2029 in its first print as a public company. Shay Boloor bought the lockup fear at $110.

Episode 51: @danielnewmanUV and @StockSavvyShay on the 92% AI cloud surprise, Palantir's rerating, and AMD's Helios ramp.

@danielnewmanUV @StockSavvyShay Full episode with chapters:

The Q&A covers Daniel's put selling playbook, T1 Energy and EOS, Micron over SK Hynix, and who wins when models get cheap.

SpaceX beat by $1B in its first print and still got sold. Datadog had its worst day ever on a beat and raise.

@danielnewmanUV and @StockSavvyShay go live at 1 PM ET on the week the market turned on its winners. Jobs print and September hike odds too.

FUTURUM EQUITIES PODCAST EPISODE #51

Daniel and I will be live today at 1 PM ET exclusively on the Futurum Equities YouTube channel covering:

• Why $SPCX first public earnings report validated the thesis and what its massive AI capex ramp means for the stock
• How $PLTR 149%

Super exciting news!

Launching a new weekly show with @StockMarketNerd where we deep-dive into our favorite names across the new AI economy and share our thoughts heading into each week.

Episode #1 drops Monday:
• Deep-dive: $CRWD
• Pre-earnings thoughts: $HIMS $CRWV $NBIS

Jobs number this morning. A Fed openly debating a hike. And a week where SpaceX and Datadog both beat and both got sold.

@danielnewmanUV and @StockSavvyShay go live at 1 PM ET today to sort the spenders from the earners. Bring your tickers, the back half is Q&A.

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MY $TSLA PRE-EARNING THOUGHTS

WHAT TO WATCH IN $TSLA EARNINGS

Tesla’s Real Story

Tesla Just Entered Its Second S-Curve

The Case for a Tesla–xAI Merger

The First Domino Just Fell for Tesla

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