The Drill Down

Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Twillio

#Earnings

@Twillio

$TWLO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe .

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Rivian

#Earnings

@Rivian

$RIVN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Arista Networks

#Earnings

@Arista Networks

$ANET

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Datadog

#Earnings

@Datadog

$DDOG

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Coherent

#Earnings

@Coherent

$COHR

#Technology

#Lasers

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Microchip

#Earnings

@Microchip

$MCHP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Lucid Group

#Earnings

@Lucid Group

$LCID

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

#ElectricCar

#Tesla

#EV

#SUV

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Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Lumentum

#Earnings

@Lumentum

$LITE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Apple

#Earnings

@Apple

$AAPL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince.

More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   

https://x.com/corytv

#Cloudflare

#Earnings

@Cloudflare

$NET

#Technology

#Software

#CloudComputing

#CyberSecurity

#Security

#AI #ArtificialIntelligence

#Stocks

#Trading

#Business

@DrillDownPod

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