EarningsMadness

EarningsMadness
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EarningsMadness is a markets podcast about the companies behind the numbers. Each earnings season we preview the week's biggest reports and break down the results that move markets, from Nvidia's guidance to the next wave of cloud and chip earnings. Between seasons we look at the forces reshaping business: AI compute and power, robotics, energy and gold. The audio companion to theearningsmadness.com. For information only, not investment advice. Narrated with AI voices from scripts written by EarningsMadness. https://theearningsmadness.com

Episodes

  1. 3d ago

    Jensen’s Worst Week: The Memo, the Midterms and the Nov. 17 Test

    Nvidia dropped 9.3% on Nov. 5. Some of that was the election. Democrats took both chambers, and the new governors in Texas and Georgia ran partly on pausing data centers. But the Nasdaq was already sliding before anyone voted. The Fed is hiking, and Alphabet’s last earnings scared people about AI spending. Meanwhile, the NYT and FT report that US intelligence thinks Alice Huang, an exec at Nvidia customer Megaspeed, was recruited by Chinese intelligence. The FT says a government memo called her relationship with Jensen Huang romantic. Nvidia says it was normal customer contact. Nobody’s been charged. Nvidia reports Nov. 17. Here’s what we’re watching. https://theearningsmadness.com Not investment advice.

    Jensen’s Worst Week: The Memo, the Midterms and the Nov. 17 Test

  2. Sep 22

    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.

    The Week AI Got Cheaper, Riskier and More Expensive to Build

  3. Sep 15

    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

  4. Jun 2

    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.

  5. May 20

    $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.

  6. May 15

    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.

    The Humanoid Bet: How Brett Adcock Built Figure AI

  7. May 14

    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.

    The Trillion Dollar Race: A Case Study on Leopold’s “Situational Awareness”

  8. May 12

    May 11 - 15 Earnings (BABA, NBIS, EOSE, WIX, CSCO, USAR, DOCS, ONDS, BTDR, NU, AMAT, FIG, NNE, KULR, SPCE)

    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.

  9. May 11

    $GLD: When the Easy Trade Stops Working

    In this new Earnings Madness episode, we discuss why gold ($GLD) is no longer an easy trade.

  10. May 11

    ($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.

  11. 09/01/2025

    $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.

  12. 08/28/2025

    Aug 28 2025 Earnings

    EarningsMadness AUG 28 2025 DELL, MRVL, AFRM, ULTA, S, IREN, ADSK, ESTC, GPS, AMBA

  • 12 Episodes

About

EarningsMadness is a markets podcast about the companies behind the numbers. Each earnings season we preview the week's biggest reports and break down the results that move markets, from Nvidia's guidance to the next wave of cloud and chip earnings. Between seasons we look at the forces reshaping business: AI compute and power, robotics, energy and gold. The audio companion to theearningsmadness.com. For information only, not investment advice. Narrated with AI voices from scripts written by EarningsMadness. https://theearningsmadness.com

Information

  • Creator
    EarningsMadness
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © EarningsMadness
  • Show Website
    EarningsMadness