@DrillDownPod The Drill Down with Cory Johnson

The Drill Down with Cory Johnson posts on X about ai, palantir, growth, ceo the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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• [--] Month [-----] +1,283%
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• [--] Year [------] -34%

Mentions: [--] #

• [--] Week [--] -50%
• [--] Month [--] +350%
• [--] Months [---] +13%
• [--] Year [---] -45%

Followers: [---] #

• [--] Week [---] no change
• [--] Month [---] +1.20%
• [--] Months [---] +5.90%
• [--] Year [---] +11%

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Social Influence

Social category influence stocks 64% technology brands 39% countries 5% finance 4% automotive brands 4% social networks 1%

Social topic influence ai 39%, palantir #1077, growth 9%, ceo 9%, $fn #22, ibm 8%, $ibm 8%, common 8%, $cohr #53, texas instruments 8%

Top accounts mentioned or mentioned by @corytv @meta @fabrinetfn @fabrinetfns @coherents @coherent @futurumgroup @drilldownpodvideo7602499056295873806 @drilldownpodvideo7603361495132491021 @drilldownpodvideo7600199373569461534 @drilldownpodvideo7566775821931760910 @drilldownpodvideo7568656301304204558 @nvidias @drilldownpodvideo7568656844244258062 @drilldownpodvideo7569441858045218103 @amazons @aws @drilldownpodvideo7569403502129188110 @cisco @drilldownpodvideo7572001609912306999

Top assets mentioned Fabrinet (FN) IBM (IBM) Coherent Inc (COHR) Texas Instruments (TXN) Palantir Technologies Inc. (PLTR) Lumentum Holdings Inc. Common Stock (LITE) Cisco Systems Inc (CSCO) NVIDIA Corp. (NVDA) Palo Alto Networks Inc (PANW) Synopsys, Inc. (SNPS) Ciena Corporation (CIEN) Taiwan Semiconductor (TSM) Corning Incorporated (GLW) Tesla, Inc. (TSLA) Lumen Technologies Inc (LUMN) F5 Inc (FFIV) Elastic N.V. (ESTC) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Fabrinet disclosed DCI module revenue of $142M up 42% YoY but just 3% sequentially. Is this a pause a supply issue or demand normalization We explain" $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://youtu.be/hb3dXk-e4UY https://youtu.be/hb3dXk-e4UY"
X Link 2026-02-03T19:50Z [---] followers, [--] engagements

"IBM Infrastructure revenue jumped 21% to $5.1B led by IBM Z up 67% on the z17 launch. Why are AI workloads pulling compute back on-prem We explain. $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://www.instagram.com/p/DUFBF4igLrJ/ https://www.instagram.com/p/DUFBF4igLrJ/"
X Link 2026-01-29T19:05Z [---] followers, [--] engagements

"Whither AI Fabrinets Optical Communications revenue rose 29% YoY to $833M but mix shifted sharply toward Telecom. Why is growth coming from networks not datacom A closer look. $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://www.tiktok.com/@drilldownpod/video/7602499056295873806 https://www.tiktok.com/@drilldownpod/video/7602499056295873806"
X Link 2026-02-03T20:40Z [---] followers, [--] engagements

"Fabrinet highlighted 800G and 1.6T transceivers using 200G-per-lane optics as supply-constrained. Why are lasers not demand capping growth We explain. $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://youtu.be/hb3dXk-e4UY https://youtu.be/hb3dXk-e4UY"
X Link 2026-02-03T21:30Z [---] followers, [--] engagements

"abrinet posted a non-GAAP operating margin of 10.9% up sequentially despite FX headwinds. How much leverage remains as capacity expands An examination. $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://www.instagram.com/p/DUSH2xOADwB/ https://www.instagram.com/p/DUSH2xOADwB/"
X Link 2026-02-03T22:20Z [---] followers, [--] engagements

"It seems like it's all going so right but the stock is down: Coherent Corp. said its datacenter and communications segment now exceeds 70% of revenue growing 34% YoY. A quick look. $COHR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://www.tiktok.com/@drilldownpod/video/7603361495132491021 https://www.tiktok.com/@drilldownpod/video/7603361495132491021"
X Link 2026-02-05T20:40Z [---] followers, [---] engagements

"Coherent Corp. reported a book-to-bill ratio exceeding 4x for datacenter products in Q2. Bullish enough Our take: $COHR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://youtu.be/DJGtTW3zDFQ https://youtu.be/DJGtTW3zDFQ"
X Link 2026-02-05T21:30Z [---] followers, [--] engagements

"Texas Instruments emphasized high-current Vcore rails and rack-level power delivery for AI servers. TI seems to be winning the power sockets game with this AI buildout Our take: $TXN 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://www.tiktok.com/@drilldownpod/video/7600199373569461534 https://www.tiktok.com/@drilldownpod/video/7600199373569461534"
X Link 2026-01-28T16:30Z [---] followers, [--] engagements

"Coherent is doubling six-inch indium phosphide wafer capacity producing [--] more chips at less than half the cost -- and the market shrugs A closer look: $COHR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://www.instagram.com/p/DUYGrtRgJcQ/ https://www.instagram.com/p/DUYGrtRgJcQ/"
X Link 2026-02-05T22:20Z [---] followers, [--] engagements

"Alphabet reported record revenue of $102.3 B up 16% YoY marking its first-ever $100 B quarter. But what drove that scaleAI ads Cloud or Gemini We explain. $GOOG 🎙 @DrillDownPod #DrillDownEarnings #Alphabet https://www.tiktok.com/@drilldownpod/video/7566775821931760910 https://www.tiktok.com/@drilldownpod/video/7566775821931760910"
X Link 2025-10-30T10:15Z [---] followers, [--] engagements

"YouTube Shorts now earns more revenue per watch hour than traditional in-stream video. How does that reshape Alphabets ad model for mobile and creators alike We take a look. $GOOG 🎙 @DrillDownPod #DrillDownEarnings #Alphabet https://youtu.be/w0-8Cj9QvqY https://youtu.be/w0-8Cj9QvqY"
X Link 2025-10-30T20:50Z [---] followers, [--] engagements

"Ad revenue climbed 22% to $17.6 billion as Prime Video added ads and Thursday Night Football viewership jumped 16%. Can advertising rival AWS as a profit engine We explain. $AMZN 🎙 @DrillDownPod #DrillDownEarnings #Amazon.com https://youtu.be/oRSu7TJZWbs https://youtu.be/oRSu7TJZWbs"
X Link 2025-10-31T20:01Z [---] followers, [---] engagements

"AWS operating income rose 9% YoY to $11.4 billion despite hefty AI build-outs. Margins dipped as Amazon expanded data-center capacity. Are these investments defensive or transformational We explain. $AMZN 🎙 @DrillDownPod #DrillDownEarnings #Amazon.com https://www.instagram.com/p/DQek80sANO4/ https://www.instagram.com/p/DQek80sANO4/"
X Link 2025-10-31T20:50Z [---] followers, [--] engagements

"U.S. government revenue grew 52% boosted by battlefield platforms like TITAN and Vantage. How much of Palantirs future still depends on defense contracts An exploration. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir Technologies https://youtu.be/gvcjdf7iLDo https://youtu.be/gvcjdf7iLDo"
X Link 2025-11-04T14:55Z [---] followers, [---] engagements

"What a quarter from @FabrinetFN. We take a deep look at an AI beneficiary who's stock is up 83% in the last year. $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://youtu.be/dfyb29t19co https://youtu.be/dfyb29t19co"
X Link 2025-11-04T15:10Z [---] followers, [--] engagements

"Palantirs U.S. commercial revenue surged 122% YOY to $397 million its fastest growth ever. Whats driving this sudden acceleration in enterprise AI adoption We explain. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir Technologies https://www.tiktok.com/@drilldownpod/video/7568656301304204558 https://www.tiktok.com/@drilldownpod/video/7568656301304204558"
X Link 2025-11-04T16:15Z [---] followers, [--] engagements

"Is this @Nvidia's secret networking partner Take a look at @FabrinetFN: $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://www.tiktok.com/@drilldownpod/video/7568656844244258062 https://www.tiktok.com/@drilldownpod/video/7568656844244258062"
X Link 2025-11-04T16:30Z [---] followers, [--] engagements

"Palantirs AIP platform now underpins everything from American Airlines network planning to bps well management. What makes AIP uniquely scalable across industries An exploration. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir Technologies https://youtu.be/gvcjdf7iLDo https://youtu.be/gvcjdf7iLDo"
X Link 2025-11-04T17:35Z [---] followers, [---] engagements

"The companys first High-Performance Computing line contributed $15 million in Q1. @FabrinetFNs not building chipsits wiring the AI economy together one photonic assembly at a time. An exploration. $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://youtu.be/dfyb29t19co https://youtu.be/dfyb29t19co"
X Link 2025-11-04T17:50Z [---] followers, [---] engagements

"CEO Alex Karp said Palantirs success proves we were right you were wrong. Is that confidenceor a warning to rivals chasing AIs next frontier An exploration. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir Technologies https://www.instagram.com/p/DQnSvkGAHrj/ https://www.instagram.com/p/DQnSvkGAHrj/"
X Link 2025-11-04T18:55Z [---] followers, [--] engagements

"@FabrinetFN's DCI sales hit $138 million up 92% YoY. As clusters spread beyond single sites glass not silicon is the new bottleneck. We take a look. $FN 🎙 @DrillDownPod #DrillDownEarnings #Fabrinet https://www.instagram.com/p/DQnS-4SgKML/ https://www.instagram.com/p/DQnS-4SgKML/"
X Link 2025-11-04T19:10Z [---] followers, [--] engagements

"Lumentum reported record revenue of $533.8M up 58% year over year as AI demand powered its laser and optical components. But can that pace continue into [----] We explain. $LITE 🎙 @DrillDownPod #DrillDownEarnings #Lumentum https://youtu.be/MyNM9HKCzvo https://youtu.be/MyNM9HKCzvo"
X Link 2025-11-07T17:25Z [---] followers, [--] engagements

"@Coherent's Datacenter & Communications segment jumped 26% YoY to $1.09B now 69% of total sales. Can Coherent sustain that mix as AI networks scale out We take a look. $COHR 🎙 @DrillDownPod #DrillDownEarnings #Coherent https://youtu.be/ZiCSmN7fdD8 https://youtu.be/ZiCSmN7fdD8"
X Link 2025-11-07T17:35Z [---] followers, [--] engagements

"Over 60% of Lumentums revenue now comes from cloud and AI infrastructure. Is the company quietly becoming the optical backbone of the AI boom We take a look. $LITE 🎙 @DrillDownPod #DrillDownEarnings #Lumentum https://www.instagram.com/p/DQseIdkgJK4/ https://www.instagram.com/p/DQseIdkgJK4/"
X Link 2025-11-07T18:45Z [---] followers, [--] engagements

"@Coherent's management guided Q2 revenue of $1.56$1.70B and EPS up to $1.30. Are we seeing the first clear optical beneficiary of the AI build-out An exploration. $COHR 🎙 @DrillDownPod #DrillDownEarnings #Coherent https://www.tiktok.com/@drilldownpod/video/7569441858045218103 https://www.tiktok.com/@drilldownpod/video/7569441858045218103"
X Link 2025-11-08T04:00Z [---] followers, [--] engagements

"Systems revenue climbed 47% YoY to $155M led by cloud transceivers. But can its new Thailand line scale fast enough to meet @Amazon's @AWS and hyperscaler demand A closer look. $LITE 🎙 @DrillDownPod #DrillDownEarnings #Lumentum https://youtu.be/MyNM9HKCzvo https://youtu.be/MyNM9HKCzvo"
X Link 2025-11-08T08:55Z [---] followers, [--] engagements

"#Amazon's quiet laser provider Lumentum expects to surpass $650M revenue next quarter two quarters earlier than planned. What changed in executionand can it sustain We take a look. $LITE 🎙 @DrillDownPod #DrillDownEarnings #Lumentum https://www.tiktok.com/@drilldownpod/video/7569403502129188110 https://www.tiktok.com/@drilldownpod/video/7569403502129188110"
X Link 2025-11-08T10:05Z [---] followers, [--] engagements

"@Coherent began production of six-inch indium phosphide wafers in Sherman Texas and Swedendoubling chip output at half the cost. How will that reshape optical margins An exploration. $COHR 🎙 @DrillDownPod #DrillDownEarnings #Coherent https://youtu.be/ZiCSmN7fdD8 https://youtu.be/ZiCSmN7fdD8"
X Link 2025-11-08T14:35Z [---] followers, [---] engagements

"Is optical networking entering its breakout phase 1.6T transceivers are ramping across multiple hyperscalers with 1.6T VCSEL products coming mid-2026. A look at @Coherent: $COHR 🎙 @DrillDownPod #DrillDownEarnings #Coherent https://www.instagram.com/p/DQsvx_-gGN9/ https://www.instagram.com/p/DQsvx_-gGN9/"
X Link 2025-11-09T01:10Z [---] followers, [--] engagements

"@Cisco Networking revenue jumped 15% driven by hyperscaler demand for AI infrastructure and service provider routing. How durable is this AI-fueled surge An exploration. $CSCO 🎙 @DrillDownPod #DrillDownEarnings #Cisco Systems https://youtu.be/35SrRrGdaMI https://youtu.be/35SrRrGdaMI"
X Link 2025-11-13T18:50Z [---] followers, [--] engagements

"Cisco booked $1.3B in AI infrastructure orders from hyperscalers with $3B expected this fiscal year. What does that say about its role in the data-center buildout We take a look. $CSCO 🎙 @DrillDownPod #DrillDownEarnings #Cisco Systems https://www.tiktok.com/@drilldownpod/video/7572001609912306999 https://www.tiktok.com/@drilldownpod/video/7572001609912306999"
X Link 2025-11-13T19:30Z [---] followers, [--] engagements

"The new Silicon One P200 router hit [----] Tbps powering AI scale-out between data centers. Can Cisco out-engineer Broadcom and Nvidia in connectivity We explain. $CSCO 🎙 @DrillDownPod #DrillDownEarnings #Cisco Systems https://youtu.be/35SrRrGdaMI https://youtu.be/35SrRrGdaMI"
X Link 2025-11-13T20:10Z [---] followers, [--] engagements

"Security revenue fell 2% weighed by Splunks shift to cloud subscriptions. Why would a decline in revenue signal healthier long-term growth We explain. $CSCO 🎙 @DrillDownPod #DrillDownEarnings #Cisco Systems https://www.instagram.com/p/DQ-gzOqAJhM/ https://www.instagram.com/p/DQ-gzOqAJhM/"
X Link 2025-11-13T20:50Z [---] followers, [--] engagements

"@valdanksETH @CoryTV @CanaryFunds Haven't done any work on it. What do you like about it"
X Link 2025-11-18T16:13Z [---] followers, [--] engagements

"NiCE grew total revenue 6% to $700.2 million in Q1 [----] while cloud revenue rose 12% to 75% of sales. Why does cloud dominance matter now We explain. $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-18T16:20Z [---] followers, [---] engagements

"I asked NICE CEO Scott Russell why the company is spending nearly $1B on Germanys Cognigy. His answer says a lot about where AI agents are headed. We explain $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-19T02:55Z [---] followers, [---] engagements

"NiCE reported cloud net-revenue retention of 111% in Q1 [----] signaling strong expansion inside existing accounts. Why is NRR this high a key indicator We take a look. $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-19T13:35Z [---] followers, [--] engagements

"NICE CEO Scott Russell says automated agents will reshape customer service faster than most enterprises expect. But what does Cognigy actually add to that vision $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-20T00:10Z [---] followers, [--] engagements

"Fraud attempts are rising and NICE CEO Scott Russell argues AI can close the gap. But how far can automation go in regulated markets We explain. $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-20T10:45Z [---] followers, [--] engagements

"NiCE ended March [--] [----] with net cash of about $1.15 billion (cash $1.61 bn less debt $459 mn). What does a billion-dollar net cash position allow here We take a look. $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-20T21:20Z [---] followers, [--] engagements

"NVIDIA data center compute revenue hit $43B as Blackwell demand outpaced Hopper far faster than expected. The inflection isnt linear. It compounds. Drill Down Earnings unpacks it all: $NVDA 🎙 @DrillDownPod #DrillDownEarnings #NVIDIA https://youtu.be/2OogAh7w4J0 https://youtu.be/2OogAh7w4J0"
X Link 2025-11-20T21:45Z [---] followers, [---] engagements

"Quantum hacking If adversaries are storing stolen data now to unlock later with quantum power whats already exposed A look at Palo Alto Networks quarter: $PANW 🎙 @DrillDownPod #DrillDownEarnings #Palo Alto Networks https://youtu.be/zeQRlrE5tjo https://youtu.be/zeQRlrE5tjo"
X Link 2025-11-20T22:00Z [---] followers, [---] engagements

"Data Center Networking jumped 162% YoY on NVLink and XDR InfiniBand. Thats not a side business anymoreits the moat. We break down what the street overlooked. $NVDA 🎙 @DrillDownPod #DrillDownEarnings #NVIDIA https://www.tiktok.com/@drilldownpod/video/7574625644202511671 https://www.tiktok.com/@drilldownpod/video/7574625644202511671"
X Link 2025-11-20T22:35Z [---] followers, [---] engagements

"Palo Alto Networks SASE ARR jumped 34%. As AI-driven intrusions spread faster than humans can respond is this the last workable perimeter left We explain. $PANW 🎙 @DrillDownPod #DrillDownEarnings #Palo Alto Networks https://www.tiktok.com/@drilldownpod/video/7574626218197208375 https://www.tiktok.com/@drilldownpod/video/7574626218197208375"
X Link 2025-11-20T22:50Z [---] followers, [--] engagements

"Blackwell Ultra didnt just shipit became NVIDIAs leading architecture across every customer class. Wall Street hasnt priced it in. Drill Down Earnings explains $NVDA 🎙 @DrillDownPod #DrillDownEarnings #NVIDIA https://youtu.be/2OogAh7w4J0 https://youtu.be/2OogAh7w4J0"
X Link 2025-11-20T23:25Z [---] followers, [---] engagements

"Palo Alto Networks software firewalls drove 50% of product revenue. If AI agents probe cloud workloads nonstop can legacy firewalls still contain blast radius An exploration. $PANW 🎙 @DrillDownPod #DrillDownEarnings #Palo Alto Networks https://youtu.be/zeQRlrE5tjo https://youtu.be/zeQRlrE5tjo"
X Link 2025-11-20T23:40Z [---] followers, [---] engagements

"$22B in free cash flow and inventory building to $19.8B tell a story: NVIDIA is preparing for demand Wall Street still models linearly. Drill Down Earnings goes deeper. $NVDA 🎙 @DrillDownPod #DrillDownEarnings #NVIDIA https://www.instagram.com/p/DRQtqaRAJz9/ https://www.instagram.com/p/DRQtqaRAJz9/"
X Link 2025-11-21T00:15Z [---] followers, [---] engagements

"Palo Alto Networks is absorbing CyberArk and Chronosphere at a moment when attackers are automating faster than defenses. We explain. $PANW 🎙 @DrillDownPod #DrillDownEarnings #Palo Alto Networks https://www.instagram.com/p/DRQt54dAJYR/ https://www.instagram.com/p/DRQt54dAJYR/"
X Link 2025-11-21T00:30Z [---] followers, [---] engagements

"Why is customer service the first sector to massively roll out AI NICE CEO Scott Russell has an interesting take. Check it out: $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-21T07:55Z [---] followers, [--] engagements

"In our conversation NICE CEO Scott Russell made the case that German-built AI could become the engine of global contact-center automation. But what makes Cognigy that critical We take a look. $NICE 🎙 @DrillDownPod https://youtu.be/A9rbEbRgboA https://youtu.be/A9rbEbRgboA"
X Link 2025-11-21T18:35Z [---] followers, [--] engagements

"@Synopsis logged nearly [----] active design users applying agentic tools across advanced nodes. What does this say about AI-driven engineering workflows We take a look. $SNPS 🎙 @DrillDownPod #DrillDownEarnings #Synopsys https://youtu.be/D6_k_6D6dRc http://Synopsys.AI https://youtu.be/D6_k_6D6dRc http://Synopsys.AI"
X Link 2025-12-11T16:20Z [---] followers, [--] engagements

"Oracles RPO hit $523B up 433% YoY driven by Meta NVIDIA and others. So Why is the market freaking out An exploration. $ORCL 🎙 @DrillDownPod #DrillDownEarnings #Oracle https://www.tiktok.com/@drilldownpod/video/7582406850457472311 https://www.tiktok.com/@drilldownpod/video/7582406850457472311"
X Link 2025-12-11T16:55Z [---] followers, [--] engagements

"Synopsys reported $2.25B Q4 revenue with Ansys contributing $668M. How does adding a second engineering platform shift the companys long-term growth profile We explain. $SNPS 🎙 @DrillDownPod #DrillDownEarnings #Synopsys https://www.tiktok.com/@drilldownpod/video/7582413452791074061 https://www.tiktok.com/@drilldownpod/video/7582413452791074061"
X Link 2025-12-11T17:10Z [---] followers, [--] engagements

"Design IP revenue fell to $1.75B in FY25 with muted FY26 growth expected. Is the slowdown structural or timing-related as new HPC IP titles slip We explain. $SNPS 🎙 @DrillDownPod #DrillDownEarnings #Synopsys https://youtu.be/D6_k_6D6dRc https://youtu.be/D6_k_6D6dRc"
X Link 2025-12-11T18:02Z [---] followers, [--] engagements

"@Oracle didn't just grow with @OpenAI @Meta and @NVIDIA -- also Univ. of Tennessee Deutsche Bank Vail Resort Magnum Ice Cream for for godsake What does Wall Street not get $ORCL 🎙 @DrillDownPod #DrillDownEarnings #Oracle https://www.instagram.com/p/DSGsvCAAE8u/ https://www.instagram.com/p/DSGsvCAAE8u/"
X Link 2025-12-11T18:35Z [---] followers, [--] engagements

"$22B in free cash flow and inventory building to $19.8B tell a story: NVIDIA is preparing for demand Wall Street still models linearly. Drill Down Earnings goes deeper. $SNPS 🎙 @DrillDownPod #DrillDownEarnings #Synopsys https://www.instagram.com/p/DSGwGM6AOYC/ https://www.instagram.com/p/DSGwGM6AOYC/"
X Link 2025-12-11T18:50Z [---] followers, [--] engagements

"Ciena reported Q4 FY2025 revenue of $1.35B up 20% YoY driven by AI network demand. Why does Wall Street still frame this as cyclical hardware We explain. $CIEN 🎙 @DrillDownPod #DrillDownEarnings #Ciena https://youtu.be/J_1YG4SHjuQ https://youtu.be/J_1YG4SHjuQ"
X Link 2025-12-12T18:30Z [---] followers, [--] engagements

"Cienas Optical Networking revenue rose 19% YoY with RLS up 72%. Why does Wall Street miss opticals role in AI scale-across architectures An exploration. $CIEN 🎙 @DrillDownPod #DrillDownEarnings #Ciena https://www.tiktok.com/@drilldownpod/video/7582860188403698958 https://www.tiktok.com/@drilldownpod/video/7582860188403698958"
X Link 2025-12-12T19:20Z [---] followers, [--] engagements

"Cienas Routing and Switching revenue jumped 49% YoY with DCOM now deployed at @Meta. Why does Wall Street overlook network operations as an AI bottleneck We take a look. #META $CIEN 🎙 @DrillDownPod #DrillDownEarnings #Ciena https://youtu.be/J_1YG4SHjuQ https://youtu.be/J_1YG4SHjuQ"
X Link 2025-12-12T20:10Z [---] followers, [---] engagements

"Ciena guided FY2026 revenue to $5.7B$6.1B 24% growth at midpoint. Why does Wall Street still question durability of AI-driven demand An exploration. $CIEN 🎙 @DrillDownPod #DrillDownEarnings #Ciena https://www.instagram.com/p/DSJ2p4KAIBt/ https://www.instagram.com/p/DSJ2p4KAIBt/"
X Link 2025-12-12T21:00Z [---] followers, [--] engagements

"Capital discipline is the story: Taiwan Semi guided $52$56B in [----] capex with up to 80% aimed at advanced nodes. They say that guarantees future sales. But does it $TSM 🎙 @DrillDownPod #DrillDownEarnings #TSMC https://youtu.be/DGsHWDH8ids https://youtu.be/DGsHWDH8ids"
X Link 2026-01-16T20:50Z [---] followers, [--] engagements

"Some headlines framed Taiwan Semis CEO as nervous about AI demand. Listen closely: he cited customer profitability capacity visibility and multi-year planning. We explain. $TSM 🎙 @DrillDownPod #DrillDownEarnings #TSMC https://www.tiktok.com/@drilldownpod/video/7596053997971082551 https://www.tiktok.com/@drilldownpod/video/7596053997971082551"
X Link 2026-01-16T21:40Z [---] followers, [--] engagements

"Taiwan Semi confirmed 2nm entered high-volume manufacturing in Q4 using gate-all-around transistors. Could power efficiency be bad news for the #nuclear trade We dig in. $TSM 🎙 @DrillDownPod #DrillDownEarnings #TSMC https://youtu.be/DGsHWDH8ids https://youtu.be/DGsHWDH8ids"
X Link 2026-01-16T22:30Z [---] followers, [--] engagements

"Calls suggesting Taiwan Semi questioned AI demand ignore the follow-up: customers showed financial proof AI improved results. Take a listen: $TSM 🎙 @DrillDownPod #DrillDownEarnings #TSMC https://www.instagram.com/p/DTlZx90AOeg/ https://www.instagram.com/p/DTlZx90AOeg/"
X Link 2026-01-16T23:20Z [---] followers, [--] engagements

"Hyperscalers now account for most of Cornings enterprise optical business including fiber cable and connectivity for AI clusters. But do carrier networks matter less A look: $GLW 🎙 @DrillDownPod #DrillDownEarnings #Corning https://www.instagram.com/p/DUEsc0YgKJT/ https://www.instagram.com/p/DUEsc0YgKJT/"
X Link 2026-01-29T18:40Z [---] followers, [--] engagements

"Tesla Semi Cybercab and Optimus are all slated for [----] production. How many unproven platforms can one company execute at once A look at $TSLA results: $TSLA 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://www.instagram.com/p/DUEtJYnAOjl/ https://www.instagram.com/p/DUEtJYnAOjl/"
X Link 2026-01-29T18:50Z [---] followers, [--] engagements

"Corning said it could sell more GenAI optical products immediately if capacity allowed. What this says about manufacturing limits in AI infrastructure An exploration: $GLW 🎙 @DrillDownPod #DrillDownEarnings #Corning https://youtu.be/-mI0c2mXlNk https://youtu.be/-mI0c2mXlNk"
X Link 2026-01-29T17:50Z [---] followers, [--] engagements

"IBM Consulting revenue increased 3% to $5.3B in Q4. With budgets tight can AI services sustain growth beyond pilots and experimentation We take a look. $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://youtu.be/KPoFfd4xtus https://youtu.be/KPoFfd4xtus"
X Link 2026-01-29T18:15Z [---] followers, [--] engagements

"Teslas automotive revenue fell 11% YoY despite aggressive pricing and incentives. Is this cyclical softnessor evidence of a saturated EV market A closer look. $TSLA 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://www.tiktok.com/@drilldownpod/video/7600563905332645175 https://www.tiktok.com/@drilldownpod/video/7600563905332645175"
X Link 2026-01-29T17:10Z [---] followers, [--] engagements

"Tesla Energy revenue grew 25% YoY to $3.8B yet remains a fraction of auto sales. Is energy scale realor just narrative support An exploration. $TSLA 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://youtu.be/53M1g6csHuw https://youtu.be/53M1g6csHuw"
X Link 2026-01-29T18:01Z [---] followers, [--] engagements

"Palantir launched ShipOS expanding Foundry and AIP into naval shipbuilding. Can #Palantir handle operational control systems An exploration of its government work. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://youtu.be/JkKxlGya9n0 https://youtu.be/JkKxlGya9n0"
X Link 2026-02-03T19:35Z [---] followers, [--] engagements

"Palantir Technologies reported Q4 revenue of $1.41B up 70% YoY driven by U.S. demand. Why is growth concentrating domestically rather than globally We explain. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://www.instagram.com/p/DUSG6bYADWt/ https://www.instagram.com/p/DUSG6bYADWt/"
X Link 2026-02-03T22:05Z [---] followers, [--] engagements

"New episode: @Karooooo_Ltd #CEO Zak Calisto tells @corytv how $KARO is evolving from car theft detection to international fleet management. #podcast #business https://open.spotify.com/episode/6DjyA9tinlYn0TQmL80DP9si=AidLnVnARUibD9O5663Cog https://open.spotify.com/episode/6DjyA9tinlYn0TQmL80DP9si=AidLnVnARUibD9O5663Cog"
X Link 2023-04-26T23:15Z [---] followers, [---] engagements

"Elastic NV earnings and how #AI might yet save the day in just one-minute 💰: $ESTC 🎙 @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Elastic NV https://www.tiktok.com/@drilldownpod/video/7374979571239636267 https://www.tiktok.com/@drilldownpod/video/7374979571239636267"
X Link 2024-05-31T21:35Z [---] followers, [--] engagements

"Mobileye Global earnings dissected: in just one minute. 🏗💰 $MBLY 🎙 @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Mobileye Global https://www.tiktok.com/@drilldownpod/video/7398239439937375531 https://www.tiktok.com/@drilldownpod/video/7398239439937375531"
X Link 2024-08-01T22:35Z [---] followers, [---] engagements

"💥 Is the market overreacting Elastic earnings in just [--] minute. $ESTC 🎙 @DrillDownPod #DrillDownEarnings #Elastic NV https://www.tiktok.com/@drilldownpod/video/7510070617090346286 https://www.tiktok.com/@drilldownpod/video/7510070617090346286"
X Link 2025-05-30T15:55Z [---] followers, [--] engagements

"Elastic earnings: how AI and DOGE are creating opportunity that the market is missing in just five minutes. 🕵 $ESTC 🎙 @DrillDownPod #DrillDownEarnings #Elastic NV https://youtu.be/BytSzG9XH74 https://youtu.be/BytSzG9XH74"
X Link 2025-05-30T17:15Z [---] followers, [---] engagements

"@IBM consulting business grew just 3% YoY in Q2and that's an improvement. We examine where IBM is growingand where its not: $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://youtu.be/50T5TdG6YxM https://youtu.be/50T5TdG6YxM"
X Link 2025-07-24T18:20Z [---] followers, [--] engagements

"Missed the nuance in IBM's quarter We caught it. 60-second decode: $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://www.tiktok.com/@drilldownpod/video/7530436869327179063 https://www.tiktok.com/@drilldownpod/video/7530436869327179063"
X Link 2025-07-24T19:10Z [---] followers, [--] engagements

"Watsonx is finally pulling weight. CEO Arvind Krishna said the AI platform drove deals across all sectorsespecially with defense telco and banking. We unpack the long-awaited impact: $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://youtu.be/50T5TdG6YxM https://youtu.be/50T5TdG6YxM"
X Link 2025-07-24T20:01Z [---] followers, [--] engagements

"Arvind Krishna says clients are prioritizing AI enablement of existing workflows over big new digital transformations. We discuss how IBM is pivoting from reinvention to optimization: $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://www.instagram.com/p/DMeF3RfAUkR/ https://www.instagram.com/p/DMeF3RfAUkR/"
X Link 2025-07-24T20:50Z [---] followers, [--] engagements

"Lumen forecasts $900 M$1.1 B in new recurring revenue by [----] from PCF and Digital Fabric. Ambitiousor overdue transformation for a century-old carrier We take a look. $LUMN 🎙 @DrillDownPod #DrillDownEarnings #Lumen Technologies https://youtu.be/KBfuU8f4EFA https://youtu.be/KBfuU8f4EFA"
X Link 2025-10-31T18:30Z [---] followers, [---] engagements

"Lumen Technologies signed another $1B in Private Connectivity Fabric deals bringing total PCF bookings to $10B. What does that say about whos building the AI backbone We explain. $LUMN 🎙 @DrillDownPod #DrillDownEarnings #Lumen Technologies https://www.tiktok.com/@drilldownpod/video/7567400757931150606 https://www.tiktok.com/@drilldownpod/video/7567400757931150606"
X Link 2025-10-31T19:20Z [---] followers, [--] engagements

"CEO Kate Johnson says AI workloads demand extreme bandwidth and low latency. With Lumen scaling from [---] G to [---] T how soon before the network catches the GPUs We explain. $LUMN 🎙 @DrillDownPod #DrillDownEarnings #Lumen Technologies https://youtu.be/KBfuU8f4EFA https://youtu.be/KBfuU8f4EFA"
X Link 2025-10-31T20:10Z [---] followers, [---] engagements

"Lumen completed [----] miles of new overpull fiber 130% of its [----] target across [--] routes. Is this physical buildout fast enough for AIs data flood An exploration. $LUMN 🎙 @DrillDownPod #DrillDownEarnings #Lumen Technologies https://www.instagram.com/p/DQelS06AKUP/ https://www.instagram.com/p/DQelS06AKUP/"
X Link 2025-10-31T21:00Z [---] followers, [---] engagements

"Texas Instruments said data center revenue rose 70% YoY in Q4. But its still 9% of sales. How durable is AI-driven power demand at this scale An exploration. $TXN 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://youtu.be/vlqj4ZdufQs https://youtu.be/vlqj4ZdufQs"
X Link 2026-01-28T15:10Z [---] followers, [--] engagements

"F5 launched BIG-IP [----] with native support for MCP and S3 to serve AI data pipelines. How strategic is infrastructure software in the AI stack We explain. $FFIV 🎙 @DrillDownPod #DrillDownEarnings #F5 https://youtu.be/5iO94Gbvs38 https://youtu.be/5iO94Gbvs38"
X Link 2026-01-28T15:25Z [---] followers, [--] engagements

"F5 reported $822M Q1 revenue up 7% YoY with product revenue growing 11%. Is this the turn $FFIV 🎙 @DrillDownPod #DrillDownEarnings #F5 https://www.tiktok.com/@drilldownpod/video/7600201834392833310 https://www.tiktok.com/@drilldownpod/video/7600201834392833310"
X Link 2026-01-28T16:45Z [---] followers, [--] engagements

"Texas Instruments held $4.8B of inventory in Q4 and called it a strategic asset. Is that confidence or risk if AI spending slows An exploration. $TXN 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://youtu.be/vlqj4ZdufQs https://youtu.be/vlqj4ZdufQs"
X Link 2026-01-28T17:50Z [---] followers, [--] engagements

"F5s EMEA revenue grew 24% YoY driven by NIS2 and digital sovereignty rules. Are regulations becoming an unexpected growth catalyst We take a look. $FFIV 🎙 @DrillDownPod #DrillDownEarnings #F5 https://youtu.be/5iO94Gbvs38 https://youtu.be/5iO94Gbvs38"
X Link 2026-01-28T18:05Z [---] followers, [--] engagements

"Texas Instruments sees power management as central to automotive and AI growth. With EV adoption uneven how resilient is power content growth per system A quick look: $TXN 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://www.instagram.com/p/DUCKlNkAEAB/ https://www.instagram.com/p/DUCKlNkAEAB/"
X Link 2026-01-28T19:10Z [---] followers, [--] engagements

"F5 added nearly as many AI customers in Q1 as in all of FY2025 spanning data delivery and runtime security. Is enterprise AI finally moving into production We take a look. $FFIV 🎙 @DrillDownPod #DrillDownEarnings #F5 https://www.instagram.com/p/DUCLuznAGQc/ https://www.instagram.com/p/DUCLuznAGQc/"
X Link 2026-01-28T19:25Z [---] followers, [--] engagements

"Corning said demand is surging for high-density GenAI optical fiber cable and connectivity inside hyperscale data centers. Here's why AI shifts value from generic fiber to advanced systems: $GLW 🎙 @DrillDownPod #DrillDownEarnings #Corning https://youtu.be/-mI0c2mXlNk https://youtu.be/-mI0c2mXlNk"
X Link 2026-01-29T16:10Z [---] followers, [--] engagements

"Tesla reported Q4 revenue down 3% YoY to $24.9B as vehicle deliveries fell 16%. When the core business shrinks what exactly is the growth engine We explain. $TSLA 🎙 @DrillDownPod #DrillDownEarnings #TexasInstruments https://youtu.be/53M1g6csHuw https://youtu.be/53M1g6csHuw"
X Link 2026-01-29T16:20Z [---] followers, [--] engagements

"IBM said Software revenue rose 14% in Q4 to $9.0B now nearly half the business. Whats driving real growth versus portfolio reshuffling We take a look. $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://youtu.be/KPoFfd4xtus https://youtu.be/KPoFfd4xtus"
X Link 2026-01-29T16:35Z [---] followers, [--] engagements

"A @Meta deal dedicates Cornings GenAI optical fiber and cable capacity for AI data centers. Why capacity-backed contracts change pricing power in optical infrastructure: $GLW 🎙 @DrillDownPod #DrillDownEarnings #Corning https://www.tiktok.com/@drilldownpod/video/7600563531699768590 https://www.tiktok.com/@drilldownpod/video/7600563531699768590"
X Link 2026-01-29T17:01Z [---] followers, [--] engagements

"Palantir Technologies U.S. commercial segment grew 137% YoY to $507M with customer count up 49%. Is this scalable enterprise adoption or early-cycle saturation $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://www.tiktok.com/@drilldownpod/video/7602496989942517005 https://www.tiktok.com/@drilldownpod/video/7602496989942517005"
X Link 2026-02-03T20:25Z [---] followers, [--] engagements

"Is it ICE Palantir Technologies U.S. government revenue rose 66% YoY to $570M. How durable is this spending cycle We explain. $PLTR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://youtu.be/JkKxlGya9n0 https://youtu.be/JkKxlGya9n0"
X Link 2026-02-03T21:15Z [---] followers, [---] engagements

"Why is this stock 📉 Coherent Corp. reported Q2 FY2026 revenue of $1.69B up 17% YoY with strong datacenter and communications demand driving growth. We explain. $COHR 🎙 @DrillDownPod #DrillDownEarnings #Palantir https://youtu.be/DJGtTW3zDFQ https://youtu.be/DJGtTW3zDFQ"
X Link 2026-02-05T19:50Z [---] followers, [--] engagements

"IBM posted Q4 revenue of $19.7B up 12% YoY. Is this a broad-based operating improvement or a mix-driven rebound tied to software and mainframes We explain. $IBM 🎙 @DrillDownPod #DrillDownEarnings #IBM Common Stock https://www.tiktok.com/@drilldownpod/video/7600610133147651383 https://www.tiktok.com/@drilldownpod/video/7600610133147651383"
X Link 2026-01-29T17:25Z [---] followers, [--] engagements

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