Digital Realty Trust's Q3 2024 earnings call revealed strong financial performance, including a beat on earnings expectations and impressive growth in data center revenue. Driven by AI demand and digital transformation initiatives, they signed a record number of new leases, but analysts are raising questions about the long-term sustainability of this growth, especially given rising costs and increasing competition. Tune in for an in-depth look at Digital Realty's expansion plans, their debt management strategy, and how they are navigating the challenges and opportunities of the evolving data center market.

Costco's Q1 2025 earnings impressed, with strong net income and healthy sales growth, driven by membership fee increases and robust renewals. However, analysts are digging deeper, raising concerns about the impact of shifting consumer behavior, rising e-commerce competition, and the sustainability of Costco's impressive growth. Tune in for a detailed analysis of Costco's performance and a look at their strategies for navigating the evolving retail landscape.

Rubrik celebrated a major milestone, surpassing $1 billion in annual recurring revenue, while beating earnings expectations in Q3 2025. But with their success heavily reliant on cloud subscriptions and facing a competitive landscape, analysts are questioning the sustainability of their growth. Tune in for a deep dive into Rubrik's cloud security strategy, their foray into generative AI, and the challenges and opportunities they face in this rapidly evolving market.

Rubrik is a rather new public company, and it's interesting to learn more about especially new players in the data security domain!

Lululemon's Q3 2024 earnings show a stark contrast: booming international growth versus flat sales in North America. While their overall revenue hit an impressive $2.4 billion, their US market is stagnating, prompting a "newness" strategy focused on fresh product launches. Will this be enough to reignite US growth amidst a challenging economic climate and increased competition, or do they need a new game plan?

Haidilao's ($HDL) Q3 2024 earnings reveal solid revenue growth, but their thin operating margins raise questions about their ability to balance excellent customer service with rising costs and intensifying competition. Delve into their innovative "three spreadsheets" approach to operational efficiency, their expansion into new brands and markets, and their focus on localization as they strive to maintain their hot pot kingdom on a global stage.

Coinbase defied a softening crypto market with strong Q3 2024 results, driven by growth in stablecoin trading and their subscription services. But the real story lies in their ambitious plans for global expansion, their push for clearer regulations, and their strategic "build, buy, and invest" approach to competition. Tune in to explore Coinbase's long-term vision for becoming a global leader in crypto payments and the foundational platform for the next generation of crypto applications.

Walmart's Q3 2025 earnings show strong global growth, fueled by a surge in e-commerce and advertising revenue. However, challenges like hurricanes and port strikes loom, raising questions about the sustainability of their success. Tune in to explore Walmart's evolving business model, their strategic investments in data and technology, and how they're navigating a complex and competitive retail landscape.

Nvidia's Q3 earnings were explosive, fueled by insatiable demand for their AI-powering H100 chip and a data center business booming past $30 billion. While excitement builds around their next-gen Blackwell architecture and the global rise of "AI factories," questions linger about supply chain constraints, competition, and the ethical implications of this rapidly accelerating AI revolution. Join us for a deep dive into Nvidia's dominant position in the AI landscape and what it means for the future of computing.

Shopify's Q3 2024 earnings showcase impressive growth in both GMV and revenue, demonstrating their continued momentum in the e-commerce space. But beyond the big numbers, Shopify is aiming to become the central nervous system for all of commerce, from solopreneurs to massive corporations. Tune in to hear how they plan to achieve this ambitious goal while navigating the challenges of increasing market consolidation, the evolving role of AI in search, and the ever-shifting landscape of online retail.