The market has spent billions betting on AI, data centers, chips, and the infrastructure needed to support them.
Now we’re getting the receipts.
This Friday at 12pm ET, we’re combining our Monthly Podcast with our Earnings Watch Party for a free live breakdown of some of the market’s recent earnings reports.
We'll uncover the true Core Earnings of companies across the AI and technology supply chain, including:
- Cisco (CSCO)
- Applied Materials (AMAT)
- Coherent (COHR)
- CoreWeave (CRWV)
- Super Micro Computer (SMCI)
We'll also look beyond tech at Brookfield (BN), Simon Property Group (SPG), and more to see what their results tell us about capital allocation, commercial real estate, and the health of the broader economy.
We won't just tell you whether these companies "beat" or "missed."
We'll use our superior fundamental data and valuation models to show you what the results actually mean for investors, and whether the stocks' valuations make sense.
Want your question answered live? Submit it now — here.
For replays of past live podcasts, click here.
This article was originally published on August 12, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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