TheBitCast

Exponential Learning

Autor: The Team

Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.

Odcinki

  1. Microsoft FY26 Annual Report: Record Profits, a $678 Billion Backlog, and the Cap Ex Question – Exponential Learning
  2. Thermo Fisher Q3 2026: The Lab Recovery Is Real – Exponential Learning
  3. Abbott Q3 2026: A Choppy Quarter, a Slower Libre, and a Nutrition Spin-Off – Exponential Learning
  4. SAP Q3 2026: The €10 Billion Quarter — AI Is Driving the Cloud Migration – Exponential Learning
  5. NextEra Energy Q3 2026: The Regulated Compounder Meets the AI Power Rush – Exponential Learning
  6. The Seven Mega-Themes Driving Global Commerce – Exponential Learning
  7. SharkNinja: The Product-Velocity Machine at a Full Price – Exponential Learning
  8. Hedging Tech Concentration Risk – Exponential Learning
  9. Meta Q3 2026: The Ad Machine vs. the AI Bill – Exponential Learning
  10. The Trust Problem: Why Financial Advice Runs on 'Trust Me' — and Why That Era Is Ending – Exponential Learning
  11. Intuitive Surgical Q3 2026: The Beat-and-Selloff Deep Dive – Exponential Learning
  12. Coatue CTEK: One Ticket to Anthropic, OpenAI and the Private AI Stack — At What Price? – Exponential Learning
  13. EssilorLuxottica Q3 2026: Beating the Bar on the Toughest Comp Ever – Exponential Learning
  14. SpaceX Q3 2026: The SI Inflection — $14.6B Revenue and the $20B Cap Ex Question – Exponential Learning
  15. Netflix Q3 2026: The Margin Machine Beats, the Ad Business Trims – Exponential Learning
  16. MSCI Q3 2026 Deep Dive: Expense Guide Holds, Stock Rallies – Exponential Learning
  17. Music in the Air, Ten Years On: The Business Moves From Adoption to Monetization – Exponential Learning
  18. Following the $1.6 Trillion Money Trail: Where AI Cap Ex Actually Lands – Exponential Learning
  19. Quality Breaks Out: The Mid-Cycle Playbook and the Stocks That Screen Best – Exponential Learning
  20. Northrop Grumman Q3 2026: A Margin Beat, a Tax Tailwind, and the 2027 Sandbag Debate – Exponential Learning
  21. Return of the Mall Rat: The American Mall Is Coming Back – Exponential Learning
  22. GE Aerospace Q3 2026: Inside the Quarter — Orders, Workscopes, and the Cash Debate – Exponential Learning
  23. Staples: Selective in a Tepid Tape – Exponential Learning
  24. RTX Q3 Deep Dive: Anatomy of a Beat — Tariff Refunds and the $130B Raytheon Backlog – Exponential Learning
  25. Blackstone: The Private Markets Machine Meets Its Liquidity Test – Exponential Learning
  26. Schwab Q3 2026: Record Flows, a Funding Debate – Exponential Learning
  27. Salesforce Buys Braze: Completing the Agent Stack – Exponential Learning
  28. GE Aerospace Q3 2026: Beat, Raise, and a $170 Billion Services Backlog – Exponential Learning
  29. RTX Q3 2026: Beat, Raise, Repeat — a Record $340B Backlog – Exponential Learning
  30. Axon: Owns Every Link in the Chain — Now It Has to Turn Growth Into Cash – Exponential Learning