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earnings season

September 10, 20260Comments

Live Podcast Friday: AI Red Flags and Free Stock Picks

Sign up to join us for our next live podcast on Friday, September 11 at 12pm ET.
by Kyle Guske II, Senior Investment Analyst, MBA
August 28, 20260Comments

Watch Our Earnings Recap: AI Earnings Test with NVIDIA, Marvell, CrowdStrike, Salesforce, and More

We’re seeing major cracks and revealed them in our latest Earnings Watch Party.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 21, 20260Comments

ICYMI: New Long Idea, Exploit Wall Street’s AI Blind Spot, AI’s Cash Incinerator Exposed, Economic Reality Check, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 17, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
August 21, 20260Comments

Watch Our Earnings Recap: Economic Reality Check with Walmart, Home Depot, Lowe’s Target, and More

We feature forensic accounting insights from our superior fundamental data to show you what the results actually mean for investors.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 14, 20260Comments

ICYMI: New Long Idea, Failed the Core Earnings Test, What AI Earnings Tell Us About the Next Market Move, Upcoming Ideas Dinner, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 10, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
August 14, 20260Comments

Watch Our Earnings Recap: What Earnings Are Telling Us About the Next Market Move

We use our superior fundamental data and valuation models to show you what the results actually mean for investors.
by Kyle Guske II, Senior Investment Analyst, MBA
August 12, 20260Comments

Live Podcast Friday: What Earnings Are Telling Us About the Next Market Move

All are welcome to join us for our next live podcast on Friday, August 14 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20260Comments

Watch Our Earnings Recap: Decoding Signals from SpaceX, Palantir, Merck, Amgen, AMD, Caterpillar, McDonald’s, and More

In our latest Earnings Watch Party, we break down the companies driving today’s biggest investment themes.
by Kyle Guske II, Senior Investment Analyst, MBA
July 31, 20260Comments

Watch Our Earnings Recap: Market Heavyweights Apple, Microsoft, Amazon, Meta, Visa, and More

In our Market Heavyweights Earnings Watch Party, we cut through headline EPS and explain how these forces will move stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 24, 20260Comments

ICYMI: New Long Idea, An IPO Rip-off, Free Earnings Watch: The Reality Behind Earnings Season Bluster, Sector & Style Rankings for 3Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of July 20, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
July 24, 20260Comments

Watch Our Earnings Recap: Market Bellwethers Alphabet, Tesla, IBM, Intel, and More

In our Market Bellwether Earnings Watch Party, we give our community an inside look at what really matters.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 17, 20260Comments

ICYMI: New Long Idea, Get Your $2 Million Edge, The Truth About the First Week of Earnings Season, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of July 13, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
July 17, 20260Comments

Watch Our Earnings Recap: Top Insights from JPMorgan Chase, Bank of America, Taiwan Semiconductor, Netflix, and More

The headlines focus on whether companies beat or missed consensus estimates. We focus on what really matters.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
July 13, 20260Comments

Podcast: Why This Stock Likely to Miss Earnings Is In the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss.
by Kyle Guske II, Senior Investment Analyst, MBA
Likely to Miss Earnings
July 9, 20260Comments

2Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss

We’ll show the five S&P 500 companies with overstated Street Earnings most likely to miss 2Q26 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Most Likely to Beat Earnings
July 8, 20260Comments

2Q26 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 2Q26 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 5, 20260Comments

ICYMI: New Long Idea, 5 Straight Years of #1-Ranked Stock Picking, Disrupting Wall Street’s Game, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 1, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 29, 20260Comments

ICYMI: New Long Idea, Exposing Wall Street Manipulation, Separating Earnings Opportunity from Narrative, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 25, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
May 27, 20260Comments

Watch Our Earnings Recap: Winners & Losers from NVIDIA, Walmart, Home Depot, Ross Stores, Target, and More

Beneath the headlines, expectations are dangerously high in many stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
May 15, 20260Comments

Watch Our Earnings Recap: Analyzing Expectations for Cisco, Cerebras, Applied Materials, Petrobras, Brookfield, and More

Stock prices reflect a specific set of cash flow expectations not explained by quarterly EPS.
by Kyle Guske II, Senior Investment Analyst, MBA
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