The Drill Down

The Drill Down

Download on the App Store

The Drill Down episodes

  • Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson

    The Drill Down: Elastic Q1 Earnings Analysis

    💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 performance with CEO Ashutosh Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

    🔍 In This Episode, You'll Discover:

    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s Q1 earnings report.

    • Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technology landscape and its competitive position.

    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Ashutosh Kulkarni.

    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

    • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

      🎧 Listen & Watch Now:

      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

      • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

        • Instagram: https://www.instagram.com/drilldownpod

        • TikTok: https://www.tiktok.com/@drilldownpod

        • Connect with The Drill Down:

          • Follow Cory Johnson: https://x.com/corytv

          • Follow The Drill Down Pod: https://x.com/drilldownpod

          • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ESTC # #ElasticEarnings #EarningsElastic #TheDrillDown #Earnings #WhyElasticStockDropped #WhyElasticStockRose

            Learn more about your ad choices. Visit megaphone.fm/adchoices

            8 min
          • Drill Down Earnings, Ep. 471: Synopsys Q3 earnings – ($SNPS) – A Deep Dive with Cory Johnson

            The Drill Down: Synopsys Q3 Earnings Analysis

            💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q3 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

            🔍 In This Episode, You'll Discover:

            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q3 earnings report.

            • Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position.

            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi.

            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

            • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

              🎧 Listen & Watch Now:

              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

              • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                • Instagram: https://www.instagram.com/drilldownpod

                • TikTok: https://www.tiktok.com/@drilldownpod

                • Connect with The Drill Down:

                  • Follow Cory Johnson: https://x.com/corytv

                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                  • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #SNPS # #SynopsysEarnings #EarningsSynopsys #TheDrillDown #Earnings #WhySynopsysStockDropped #WhySynopsysStockRose

                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                    10 min
                  • Drill Down Earnings, Ep. 470: NVIDIA Q2 earnings – ($NVDA) – A Deep Dive with Cory Johnson

                    The Drill Down: NVIDIA Q2 Earnings Analysis

                    💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q2 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                    🔍 In This Episode, You'll Discover:

                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVIDIA’s Q2 earnings report.

                    • Strategic Moves & Industry Impact: How NVIDIA’s recent decisions are shaping the technology landscape and its competitive position.

                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jensen Huang.

                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                    • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                      🎧 Listen & Watch Now:

                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                      • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                        • Instagram: https://www.instagram.com/drilldownpod

                        • TikTok: https://www.tiktok.com/@drilldownpod

                        • Connect with The Drill Down:

                          • Follow Cory Johnson: https://x.com/corytv

                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                          • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVDA # #NVIDIAEarnings #EarningsNVIDIA #TheDrillDown #Earnings #WhyNVIDIAStockDropped #WhyNVIDIAStockRose

                            Learn more about your ad choices. Visit megaphone.fm/adchoices

                            10 min
                          • Drill Down Earnings, Ep. 469: Box Q2 earnings – ($BOX) – A Deep Dive with Cory Johnson

                            The Drill Down: Box Q2 Earnings Analysis

                            💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                            🔍 In This Episode, You'll Discover:

                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Box’s Q2 earnings report.

                            • Strategic Moves & Industry Impact: How Box’s recent decisions are shaping the technology landscape and its competitive position.

                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aaron Levie.

                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                            • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                              🎧 Listen & Watch Now:

                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                              • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                • Instagram: https://www.instagram.com/drilldownpod

                                • TikTok: https://www.tiktok.com/@drilldownpod

                                • Connect with The Drill Down:

                                  • Follow Cory Johnson: https://x.com/corytv

                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                  • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #BOX # #BoxEarnings #EarningsBox #TheDrillDown #Earnings #WhyBoxStockDropped #WhyBoxStockRose

                                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                                    9 min
                                  • Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson

                                    The Drill Down: Analog Devices Q3 Earnings Analysis

                                    💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q3 performance with CEO Vincent Roche. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                    🔍 In This Episode, You'll Discover:

                                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Analog Devices’s Q3 earnings report.

                                    • Strategic Moves & Industry Impact: How Analog Devices’s recent decisions are shaping the technology landscape and its competitive position.

                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Vincent Roche.

                                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                    • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                      🎧 Listen & Watch Now:

                                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                      • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                        • Instagram: https://www.instagram.com/drilldownpod

                                        • TikTok: https://www.tiktok.com/@drilldownpod

                                        • Connect with The Drill Down:

                                          • Follow Cory Johnson: https://x.com/corytv

                                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                                          • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ADI # #Analog DevicesEarnings #EarningsAnalog Devices #TheDrillDown #Earnings #WhyAnalog DevicesStockDropped #WhyAnalog DevicesStockRose

                                            Learn more about your ad choices. Visit megaphone.fm/adchoices

                                            10 min
                                          • Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson

                                            The Drill Down: Fabrinet Q4 Earnings Analysis

                                            💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                            🔍 In This Episode, You'll Discover:

                                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 earnings report.

                                            • Strategic Moves & Industry Impact: How Fabrinet’s recent decisions are shaping the technology landscape and its competitive position.

                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Seamus Grady.

                                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                            • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                              🎧 Listen & Watch Now:

                                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                              • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                • Instagram: https://www.instagram.com/drilldownpod

                                                • TikTok: https://www.tiktok.com/@drilldownpod

                                                • Connect with The Drill Down:

                                                  • Follow Cory Johnson: https://x.com/corytv

                                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                  • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FN # #FabrinetEarnings #EarningsFabrinet #TheDrillDown #Earnings #WhyFabrinetStockDropped #WhyFabrinetStockRose

                                                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                                                    10 min
                                                  • Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson

                                                    The Drill Down: Applied Materials Q3 Earnings Analysis

                                                    💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                                    🔍 In This Episode, You'll Discover:

                                                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Materials’s Q3 earnings report.

                                                    • Strategic Moves & Industry Impact: How Applied Materials’s recent decisions are shaping the technology landscape and its competitive position.

                                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Dickerson.

                                                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                                    • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                                      🎧 Listen & Watch Now:

                                                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                      • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                        • Instagram: https://www.instagram.com/drilldownpod

                                                        • TikTok: https://www.tiktok.com/@drilldownpod

                                                        • Connect with The Drill Down:

                                                          • Follow Cory Johnson: https://x.com/corytv

                                                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                          • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AMAT # #Applied MaterialsEarnings #EarningsApplied Materials #TheDrillDown #Earnings #WhyApplied MaterialsStockDropped #WhyApplied MaterialsStockRose

                                                            Learn more about your ad choices. Visit megaphone.fm/adchoices

                                                            9 min
                                                          • Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson

                                                            The Drill Down: Cisco Systems Q4 Earnings Analysis

                                                            💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                                            🔍 In This Episode, You'll Discover:

                                                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Cisco Systems’s Q4 earnings report.

                                                            • Strategic Moves & Industry Impact: How Cisco Systems’s recent decisions are shaping the technology landscape and its competitive position.

                                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chuck Robbins.

                                                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                                            • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                                              🎧 Listen & Watch Now:

                                                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                              • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                                • Instagram: https://www.instagram.com/drilldownpod

                                                                • TikTok: https://www.tiktok.com/@drilldownpod

                                                                • Connect with The Drill Down:

                                                                  • Follow Cory Johnson: https://x.com/corytv

                                                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                                  • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CSCO # #Cisco SystemsEarnings #EarningsCisco Systems #TheDrillDown #Earnings #WhyCisco SystemsStockDropped #WhyCisco SystemsStockRose

                                                                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                                                                    9 min
                                                                  • Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson

                                                                    The Drill Down: Coherent Q4 Earnings Analysis

                                                                    💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                                                    🔍 In This Episode, You'll Discover:

                                                                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 earnings report.

                                                                    • Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position.

                                                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson.

                                                                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                                                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                                                    • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                                                      🎧 Listen & Watch Now:

                                                                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                                                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                                                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                                      • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                                        • Instagram: https://www.instagram.com/drilldownpod

                                                                        • TikTok: https://www.tiktok.com/@drilldownpod

                                                                        • Connect with The Drill Down:

                                                                          • Follow Cory Johnson: https://x.com/corytv

                                                                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                                          • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose


                                                                            Learn more about your ad choices. Visit megaphone.fm/adchoices

                                                                            11 min
                                                                          • Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson

                                                                            The Drill Down: CoreWeave Q2 Earnings Analysis

                                                                            💡 Beyond the numbers: Unpack CoreWeave ($CRWV) Q2 performance with CEO Mike Intrator. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                                                            🔍 In This Episode, You'll Discover:

                                                                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from CoreWeave’s Q2 earnings report.

                                                                            • Strategic Moves & Industry Impact: How CoreWeave’s recent decisions are shaping the technology landscape and its competitive position.

                                                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Mike Intrator.

                                                                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                                                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                                                            • 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                                                              🎧 Listen & Watch Now:

                                                                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                                                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                                                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                                              • 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                                                • Instagram: https://www.instagram.com/drilldownpod

                                                                                • TikTok: https://www.tiktok.com/@drilldownpod

                                                                                • Connect with The Drill Down:

                                                                                  • Follow Cory Johnson: https://x.com/corytv

                                                                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                                                  • #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CRWV # #CoreWeaveEarnings #EarningsCoreWeave #TheDrillDown #Earnings #WhyCoreWeaveStockDropped #WhyCoreWeaveStockRose

                                                                                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                                                                                    9 min

                                                                                  About The Drill Down

                                                                                  From the publisher's feed

                                                                                  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…

                                                                                  More shows like The Drill Down

                                                                                  Motley Fool Hidden Gems Investing by The Motley Fool

                                                                                  Motley Fool Hidden Gems Investing

                                                                                  3,159 Listeners

                                                                                  Macro Voices by Erik Townsend

                                                                                  Macro Voices

                                                                                  3,052 Listeners

                                                                                  Top Traders Unplugged by Niels Kaastrup-Larsen

                                                                                  Top Traders Unplugged

                                                                                  590 Listeners

                                                                                  Odd Lots by Bloomberg

                                                                                  Odd Lots

                                                                                  1,975 Listeners

                                                                                  Pivot by New York Magazine

                                                                                  Pivot

                                                                                  9,616 Listeners

                                                                                  The a16z Show by Andreessen Horowitz

                                                                                  The a16z Show

                                                                                  1,087 Listeners

                                                                                  FT Tech Tonic by Financial Times

                                                                                  FT Tech Tonic

                                                                                  99 Listeners

                                                                                  The Diary Of A CEO with Steven Bartlett by DOAC

                                                                                  The Diary Of A CEO with Steven Bartlett

                                                                                  8,527 Listeners

                                                                                  Chit Chat Stocks by Chit Chat Stocks

                                                                                  Chit Chat Stocks

                                                                                  196 Listeners

                                                                                  The Prof G Pod with Scott Galloway by Vox Media Podcast Network

                                                                                  The Prof G Pod with Scott Galloway

                                                                                  5,391 Listeners

                                                                                  All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

                                                                                  All-In with Chamath, Jason, Sacks & Friedberg

                                                                                  10,186 Listeners

                                                                                  Bloomberg Daybreak: US Edition by Bloomberg

                                                                                  Bloomberg Daybreak: US Edition

                                                                                  85 Listeners

                                                                                  Money Stuff: The Podcast by Bloomberg

                                                                                  Money Stuff: The Podcast

                                                                                  405 Listeners

                                                                                  Prof G Markets by Vox Media Podcast Network

                                                                                  Prof G Markets

                                                                                  1,448 Listeners

                                                                                  The Real Eisman Playbook by Steve Eisman

                                                                                  The Real Eisman Playbook

                                                                                  224 Listeners