Episode 139: Selling 2 Stocks And Buying 6 In...

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Pure Storage Revenue is Up, But Investors Are Spooked (Here is Why)

Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?
In this video, we break down Pure Storage’s (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supp ... Show more

. 9min 55sec

MU Earnings: Sold Out Capacity, Record Sales... Why We're Cautious.

Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally ... Show more

. 10min 21sec

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