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The Drill Down
The Drill Down episodes
- 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
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4 min - 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
6 min - 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
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5 min - 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
5 min - 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
7 min - 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
5 min - 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
5 min - 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
6 min - 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
6 min - 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
6 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…
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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