We flipped the script in our latest Earnings Watch Party.
Instead of us picking the stocks…
We let you decide.
We quantified the expectations for future profit growth for the most voted-for stocks using our reverse discounted cash flow (DCF) model.
When expectations get disconnected from reality, that’s where the biggest opportunities (and risks) show up.
Watch the replay below to see what the real earnings and expectations say, not the headlines and press releases.
In our latest Earnings Watch Party, we analyzed the tickers voted on by the New Constructs community using:
- Net operating profit after-tax (NOPAT), Return on Invested Capital (ROIC), Free Cash Flow (FCF),
- Reverse DCF model, and
- Future cash flow expectations.
Stocks discussed in the People’s Choice Earnings Watch Party include: Super Micro Computer (SMCI), Micron Technology (MU), Tencent Music Entertainment (TME), and Jabil (JBL).
Get replays on all our training sessions, podcasts, reverse DCF case studies, and more in our online community.
It’s free to join – just complete this form.
Request the stocks you want us to cover at support@newconstructs.com.
This article was originally published on March 20, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
Questions on this report or others? Join our online community and connect with us directly.