@griffonomics Griffonomics

Griffonomics posts on YouTube about financial, ai, define, investment the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social category influence finance stocks exchanges technology brands countries currencies cryptocurrencies social networks celebrities automotive brands

Social topic influence financial #1846, ai, define #525, investment, debt, war, diving #921, center, cash flow, flow

Top accounts mentioned or mentioned by @griffonomicshttpsyoutubecom

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Oscar Health, Inc. (OSCR) NVIDIA Corp. (NVDA) ServiceNow Inc (NOW) Ondas Holdings Inc. Common Stock (ONDS) TransDigm Group, Inc. (TDG) Berkshire Hathaway Inc. (BRK.A) Bitcoin (BTC) Lockheed Martin Corporation (LMT) Amazon.com, Inc. (AMZN) Centrus Energy Corp. (LEU) Carrier Global Corp (CARR)

Top Social Posts

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

"Red Cat (RCAT): 🐝 The "All-Domain" War Machine vs. The 646% Revenue Surge Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Systems Integration" transformation of Red Cat Holdingsanalyzing why Jeff Thompson is "burning the ships" of consumer drones to build a vertically integrated defense powerhouse and whether the massive $212.5 million cash fortress is proof that the "Hockey Stick" ramp is finally here. The Risk: We analyze the "Margin Stagnation Gap"examining why gross margins are hovering at a"
YouTube Link 2026-02-16T18:47Z [---] followers, [--] engagements

"Palladyne AI (PDYN): 🐝 The Autonomous Swarm Pivot vs. The $27M Guidance Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Mid-Tier Prime" transformation of Palladyne AIanalyzing why Ben Wolff is "burning the ships" of pure software to build a vertically integrated defense fortress and whether the massive 300%+ revenue surge is proof that the "Deployment Gap" has finally been solved. The Risk: We analyze the "Integration Wall"examining the risk of merging three distinct corporate cultures and"
YouTube Link 2026-02-16T17:13Z [---] followers, [--] engagements

"LightPath (LPTH): 🚀 Replacing Chinese Glass in U.S. Missiles vs. The 3-Year Scaling Window Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Infrared Hegemony" transformation of LightPath Technologiesanalyzing why Sam Rubin is "burning the ships" of legacy component manufacturing to build a sovereign defense fortress and whether the massive $97.8 million record backlog is proof that the "China Gift" is the ultimate compounding engine. The Risk: We analyze the "Manufacturing Execution"
YouTube Link 2026-02-16T16:18Z [---] followers, [--] engagements

"NeuroOne (NYSE: NMTC): 💡 100% Revenue Growth vs. $77M Deficit & NASDAQ Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into NeuroOne Medical Technologies Corporation (NMTC). The Risk: We analyze the extreme structural downside: an accumulated deficit of $77.0 Million and a severe NASDAQ delisting warning due to low price. We detail the 96% revenue concentration risk tied to the success of its exclusive distributor Zimmer Biomet and the intense competition from giants like Medtronic"
YouTube Link 2025-12-03T13:01Z [---] followers, [--] engagements

"Antero Resources (AR): 📈 The $2.8B Portfolio "Arbitrage" vs. The Data Center Power Surge Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "High-Grading" transformation of Antero Resourcesanalyzing why Michael Kennedy is "burning the ships" of dry gas Utica to build a liquids-rich Marcellus powerhouse and whether the massive $950 million synergy roadmap is proof that the "Arbitrage" play is the ultimate compounding engine. The Risk: We analyze the "Integration Wall"examining the risk of"
YouTube Link 2026-02-13T15:01Z [---] followers, [---] engagements

"Redwire (RDW): 🛰 The "Picks and Shovels" Space Gamble vs. The $250M Dilution Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Prime Integrator" transformation of Redwire Corporationanalyzing why Peter Cannito is "burning the ships" of component manufacturing to build a hybrid space-defense powerhouse and whether the massive $151 billion SHIELD IDIQ is proof that Redwire has finally joined the "New Guard" of defense primes. The Risk: We analyze the "Dilution Engine"examining the impact of"
YouTube Link 2026-02-17T13:00Z [---] followers, [--] engagements

"SaaS-pocalypse: 📉 The Death of Seat-Based Software vs. The $600B AI Arms Race Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Agentic Revolution"analyzing why traditional SaaS is "burning the ships" of per-user pricing to survive the rise of AI substitutes and whether the massive $600 billion data center build-out is proof that the software era has finally been replaced by the "Platform Era". The Risk: We analyze the "94% Cannibalization Risk"examining how tools like Claude Code allow one"
YouTube Link 2026-02-13T19:12Z [---] followers, [---] engagements

"AAON Stock: 🧊 $1.32B Liquid Cooling Backlog vs. ERP Execution Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into AAON Inc. (AAON). The Risk: We analyze the extreme operational execution risk associated with the ERP Implementation (Project RISE) which caused significant margin contraction and production disruption in [----]. We detail the $4.5 million in unabsorbed fixed costs and the pressure to quickly absorb the $180 million CapEx for capacity expansion. We examine the"
YouTube Link 2025-11-26T17:58Z [---] followers, [--] engagements

"Evolv (EVLV): 🛑 The "Regulatory Firestorm" vs. The [----] Inflection Point Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Business Model Reset" of Evolv Technologiesanalyzing why John Kedzierski is "burning the ships" of distributor licensing to build a direct-fulfillment fortress and whether the massive 20% ARR growth target is proof that Evolv has finally survived its existential crisis. The Risk: We analyze the "Margin Collapse Wall"examining why product gross margins plummeted to 14% in Q3 as"
YouTube Link 2026-02-14T12:00Z [---] followers, [---] engagements

"LyondellBasell (LYB) Stock: 🧪 The "Radical Portfolio Surgery" vs. A 12% Dividend Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into LyondellBasell the chemical giant navigating a high-stakes "Shrink-to-Strength" transformation in a world of structural overcapacity. The Risk: We analyze the "Structural Deterioration" caused by Chinese overcapacity and the compression of the oil-to-gas ratio which has eroded LYBs 40% cost moat. We detail the rising leveragenow at 3.6x Net Debt/EBITDAand the reality"
YouTube Link 2026-01-13T18:02Z [---] followers, [---] engagements

"The Trade Desk (TTD) Stock: 📉 70% Collapse vs. The Amazon "Low-Fee" War Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes survival struggle of The Trade Deskanalyzing why the worlds largest independent DSP is in "War Mode" as Amazon and Google attempt to commoditize the open internet. The Risk: We analyze the "Amazon Underestimate"examining how Amazon Ads is weaponizing 0% to 1% DSP fees to undercut TTD's premium 20% take rate. We detail the CFO Transition Turmoil as the abrupt"
YouTube Link 2026-01-26T20:59Z [---] followers, [---] engagements

"Ocean Power (OPTT) Stock: 🌊 The "Department of War" Gamble vs. The Liquidity Trap Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes pivot of Ocean Power Technologiesanalyzing why this former "green energy" firm is now building the autonomous "nervous system" for the U.S. Navy and Coast Guard. The Risk: We analyze the "Liquidity Trap"highlighting a precarious financial position where a $13.1 million semi-annual burn rate is rapidly exhausting an $11.7 million cash pile. We detail the"
YouTube Link 2026-01-26T17:32Z [---] followers, [---] engagements

"Sirius XM (SIRI) Stock: ⚓ $1.5B FCF Target & Buffett Validation vs. $10.1B Debt Load Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Sirius XM Holdings Inc. (SIRI). The Risk: We analyze the high leverage (3.8x Net Debt/EBITDA) and the $10.1 Billion debt load that the FCF engine must service. We detail the pressure of rising SAC (up 19% in Q3 2025) and the modestly shrinking subscriber base due to a strategic pullback in marketing. We examine the high-stakes churn risk associated"
YouTube Link 2025-12-18T13:00Z [---] followers, [---] engagements

"Bonds (TLT vs. EDV): 📉 24.6-Year Extreme Duration vs. $36 Trillion Debt Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the comparative investment thesis on long-duration Treasury ETFs EDV and TLT. The Risk: We analyze the Bearish case detailing the risk of a Fiscal Crisis from the unchecked $36 trillion national debt and inflationary policy. We examine the Extreme Downside Risk of a 30% loss if 30-year yields hit 6.5% due to the massive **24.6-year effective"
YouTube Link 2025-12-10T13:01Z [---] followers, [---] engagements

"BlackSky (NYSE: BKSY): $322M International Backlog vs. 285% EBITDA Collapse & US Gov Volatility BlackSky (BKSY) is navigating an existential strategic pivot: betting its rapid International Acceleration (driving a $322.7M Backlog) and vertical integration will overcome flat YTD revenue U.S. Government volatility and a 285.8% Adjusted EBITDA decline. We dissect the Q3 [----] financial shock which saw a negative $7.9M Adjusted EBITDA primarily due to the $4M EOCL revenue hit and the $9M LeoStella overhead cost from vertical integration. The analysis shows a major market shift where International"
YouTube Link 2025-11-14T16:57Z [---] followers, [---] engagements

"Lineage Cell Therapeutics (NYSE: LCTX): 🧬 $670M Biobucks for Cell Replacement Therapy Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Lineage Cell Therapeutics Inc. (LCTX). 🎥 Video Chapters - Intro: Defining the LCTX Thesis and the Cell Replacement Platform - Financial Foundation: Low-Cost Manufacturing and the Q2 [----] Cash Runway - Lead Asset: OpRegen's Restorative Data and the Roche/Genentech Partnership - Pipeline Depth: SCI Hearing Loss and the T1D Manufacturing Hurdle - Structural and"
YouTube Link 2025-11-19T19:56Z [---] followers, [---] engagements

"AXONs (NYSE: AXON)vFinancial Paradox: Why a $2M GAAP Loss Funds a $74B AI Boom Financial Investigations: The Truth Behind the Ticker. Axon (AXON) successfully transformed from a single-product hardware company into a dominant AIoT (Artificial Intelligence of Things) platform. This deep dive investigates the core thesis: How does Axons subscription-driven Flywheelfueled by AI and high-stakes acquisitionsjustify a $74 billion Total Addressable Market (TAM) while navigating high strategic costs We analyze the financial trade-off of the huge SBC cost the technological moat built by Draft One and"
YouTube Link 2025-11-06T01:25Z [---] followers, [--] engagements

"Old Dominion (ODFL): 🥇 Best-in-Class Moat & 30%+ Capacity vs. Freight Recession Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Old Dominion Freight Line Inc. (ODFL). The Risk: We analyze the prolonged freight recession evidenced by a 9.0% decrease in LTL tons per day (Q3 2025). We detail the deleveraging effect that caused the Operating Ratio (OR) to increase [---] basis points to 74.3%. We examine the expected sequential increase in Q4 OR between 250 and [---] basis points"
YouTube Link 2025-12-22T13:01Z [---] followers, [--] engagements

"Snap (SNAP): 👻 The $400 Million Perplexity Deal vs. The "Crucible Moment" Pivot Snap Strategic Pivot: The Path to Profitability and 1B Users Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Crucible Moment" transformation of Snapanalyzing why Evan Spiegel is "burning the ships" of subsidized user growth to achieve GAAP profitability and whether the landmark $400 million Perplexity partnership is a temporary life raft or the foundation of an AI-first future. The Risk: We analyze the"
YouTube Link 2026-02-08T13:00Z [---] followers, [--] engagements

"Tyler Technologies (NYSE: TYL): ☁ Cloud Flip Uplift vs. AI Cyber Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Tyler Technologies Inc. (TYL). The Risk: We analyze the Cybersecurity Risk posed by AI-enhanced social engineering (e.g. convincing "voice generated phone calls") and the vulnerability of legacy government systems. We detail the short-term margin pressure from the 72% surge in R&D spending for AI and the $600 Million convertible note due in March [----]. The"
YouTube Link 2025-11-25T02:05Z [---] followers, [--] engagements

"Broadcom (AVGO): 🤫 Silent Winner's Role in the AI Monetization Supercycle Broadcom (AVGO): 🤫 Silent Winner & $73B Backlog vs. 60x Valuation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Broadcom (AVGO). The Risk: We analyze the valuation risk (trading at 60x forward P/E) and the margin dilution caused by shifting to System Sales (racks). We detail the supply chain risk with 18-month lead times and the complexity of integrating VMware. We examine the **existential"
YouTube Link 2025-12-12T21:16Z [---] followers, [--] engagements

"$1 Trillion Gamble: Hyperscaler Strategy Systemic Risk and the AI Bubble Debate The AI arms race has triggered an unprecedented CapEx cycle with over $1 trillion invested in infrastructure in the last five months. This deep dive analyzes the financial and geopolitical forces driving this boom exposing the core conflict between cash-rich hyperscalers (Amazon Google Meta Microsoft) and the vulnerable pure-play model developers like OpenAI. We break down the strategic clash (Vertical vs. Open Stack) the financial vulnerability of OpenAI's $1.4 trillion commitment and the systemic risks posed by"
YouTube Link 2025-11-09T18:42Z [---] followers, [---] engagements

"Universal Basic Income: 💸 The "Zero-Wage" Economy vs. The Welfare Paradox Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Zero-Wage" economy and the high-stakes gamble of Universal Basic Incomeexploring why mailing checks to everyone might be an admission of policy failure rather than a path to prosperity. The Risk: We analyze the "Income Efficiency Leak"the empirical finding that for every $1 transferred household earned income drops by [--] cents as recipients and their partners withdraw from"
YouTube Link 2026-02-15T13:01Z [---] followers, [--] engagements

"Oscar Health (OSCR): Post-Earnings Recap The "Agentic AI" Gamble Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "moment of truth" transformation of Oscar Healthanalyzing why Mark Bertolini is "burning the ships" of a $443M reset year to bet on autonomous AI agents and whether a record-breaking [---] million member surge is proof that the "Pirate Ship" has finally found its high-margin treasure. The Risk: We analyze the "Risk Adjustment Black Box"examining the catastrophic $275 million Q4 charge"
YouTube Link 2026-02-10T20:36Z [---] followers, [--] engagements

"Texas Pacific Land (TPL) Stock: 💎 The "Industrial Operating System" vs. A 45x Earnings Bet Texas Pacific Land: Modernizing an American Energy Legacy Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Texas Pacific Land Corporation ticker TPL. The Risk: We analyze the "Priced for Perfection" valuation where TPL trades at roughly 45x earningsnearly double its royalty peers. We detail the execution risks of the AI pivot noting that TPL must now master data center development and on-site nuclear power"
YouTube Link 2026-01-08T13:01Z [---] followers, [---] engagements

"Compass Pathways (CMPS) Stock: 🍄 FDA Acceleration vs. [----] Durability Showdown Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Compass Pathways (CMPS). The Risk: We analyze the mixed market reaction to the COMP005 trial where a statistically significant -3.6 point MADRS reduction fell short of some investor expectations. We detail the critical durability hurdle facing the upcoming 26-week data readouts in [----]. We examine the regulatory scheduling risks and the potential for a"
YouTube Link 2025-12-20T13:01Z [---] followers, [---] engagements

"Ondas Holdings (NYSE: ONDS): The $840 Million Bet to Win the Drone Consolidation War Ondas Holdings (ONDS) is executing a bold high-stakes strategy: using a massive $840 million cash war chest to consolidate the fragmented defense and industrial drone market. This deep dive breaks down their dual-engine model (Networks vs. Autonomous Systems) and investigates the core challenge: Can their aggressive M&A and industrialization plan deliver the "10-Year Boom" before their cash runs out We analyze the technological moat the strategic shift toward NDA Compliant systems the critical role of"
YouTube Link 2025-11-02T17:05Z [---] followers, [---] engagements

"Amazon (AMZN) Stock: 📦 The "Robot Army" Revolution vs. The $125 Billion CapEx Bet Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Amazon ticker AMZN. The Risk: We analyze the massive $125 Billion CapEx surge projected for [----] which has temporarily crushed Free Cash Flow as Amazon builds out its AI and robotic infrastructure. We detail the execution risks of the custom silicon "Trainium" bet and the competitive pressure from cloud rivals like Microsoft Azure and Google Cloud. We examine the"
YouTube Link 2026-01-05T00:26Z [---] followers, [--] engagements

"Quanta Services (NYSE: PWR): ⚡ $39.2B Backlog Moat vs. The 60x Execution Hurdle Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Quanta Services Inc. (PWR). The Risk: We analyze the high 60x forward P/E valuation that makes it a difficult hurdle for future returns. We detail the acute skilled labor scarcity (inside wireman/mechanical trades) that limits scaling capacity. We examine the structural risk of inflation/macro CapEx cuts and the persistent need for risk mitigation against"
YouTube Link 2025-11-23T13:00Z [---] followers, [--] engagements

"Centrus Energy (LEU): ⚛ America's Pivot to Nuclear Fuel Independence Centrus Energy: The $2.3B "Chicken-and-Egg" Funding Dilemma Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Centrus Energy Corp. ticker LEU. The Risk: We analyze the "chicken-and-egg" dilemma where a $2.3 Billion contingent backlog is explicitly predicated on government monies that have not yet been awarded. We detail the extreme margin volatility citing a Q3 [----] gross loss of $4.3 Million despite the nuclear renaissance hype. We"
YouTube Link 2026-01-01T13:00Z [---] followers, [---] engagements

"LandBridge (NYSE: LB): 88% Margins vs. Future AI and Digital Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into LandBridge Company LLC (LB). The Risk: We analyze the long volatile execution timeline stretching out to 2029 for the digital upside the WTI price risk (below $70/barrel) which pressures water volumes and governance scrutiny due to related-party revenue and 16%+ short interest. We examine the challenge of a 33x Adjusted EBITDA valuation that demands flawless"
YouTube Link 2025-11-13T23:11Z [---] followers, [---] engagements

"Oscar Health (OSCR): 🏥 The "Accidental" Arbitrage vs. The Senates $5 Compromise Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Windfall Scenario" for Oscar Health following the Houses historic vote to revive ACA subsidies. The Risk: We analyze the "Retroactive Nightmare" of reloading billing systems for a plan year that has already begun potentially causing months of consumer confusion and administrative chaos. We detail the "Steep Uphill Battle" in the Senate where a bipartisan compromise"
YouTube Link 2026-01-09T15:00Z [---] followers, [--] engagements

"Novo Nordisk (NYSE: NVO): The $19B Bet Oral Wegovy and the Medicare Price War Welcome back to Griffonomics. In this deep-dive investment thesis we unpack the high-stakes financial investigation into Novo Nordisk (NVO) the pharmaceutical giant controlling the GLP-1 market (Wegovy Ozempic). The Risk: We analyze the 9% global market share loss the DKK [--] Billion internal restructuring cost and the legal and political pressure from compounding pharmacies and the US government. We detail the direct negative low single-digit sales impact from the mandated Medicare pricing changes in [----]. The"
YouTube Link 2025-11-09T22:31Z [---] followers, [--] engagements

"Conagra (CAG) Stock: 🍲 The 8% Dividend Gamble vs. The "Project Catalyst" AI Reset Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the high-stakes turnaround of Conagra Brandsanalyzing why this food giant is deliberately crushing its own margins to buy back market share in the frozen aisle. The Risk: We analyze the "Margin Meltdown"why adjusted operating margins plummeted [---] basis points to 11.3% as Conagra chooses to eat the cost of double-digit protein inflation rather than raising prices. We"
YouTube Link 2026-01-25T13:00Z [---] followers, [---] engagements

"Drone Stocks (ONDS RCAT UMAC PDYN): 🚀 DOW's WAS Revolution vs. Binary Execution & Dilution Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the U.S. drone investment space comparing Ondas (ONDS) Palladyne (PDYN) Red Cat (RCAT) and Unusual Machines (UMAC). The Risk: We analyze the pervasive Growth-Profitability Paradox causing high cash burn ($36.4M net loss H1 [----] for RCAT) and severe shareholder dilution (ONDS shares up from 17M to 219.2M). We define the **binary execution"
YouTube Link 2025-11-14T16:24Z [---] followers, [---] engagements

"Fiserv (FISV): 📉 The $30 Billion Crash 44% Collapse vs. Stablecoin & $1.8B CapEx Reset Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Fiserv (FISV). The Risk: We analyze the 44% stock collapse (a $30 billion loss in a single day) caused by the exposure of the Argentina "Sugar Rush" and "junk fees." We detail the legal liability from the Securities Class Action lawsuit over the Clover "Forced Migrations." We examine the execution drag: 2026 is deliberately set"
YouTube Link 2025-12-14T15:00Z [---] followers, [--] engagements

"Firefly Aerospace (NYSE: FLY): 🌕 $1.3B Backlog Pivot to Defense Intelligence Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Firefly Aerospace Inc. (FLY). The Risk: We analyze the significant execution hurdles of the $979 Million accumulated deficit and the high R&D intensity (114% TTM) required to finalize Eclipse and increase launch cadence. We detail the operational risks underscored by the Alpha Flight [--] ground test loss (due to process error/hydrocarbon contamination)"
YouTube Link 2025-11-16T22:22Z [---] followers, [---] engagements

"Zeta Global (ZETA) Stock: 🚀 The AI "Replacement Cycle" vs. Legacy Tech Debt Zeta Acquisition of Marigold Enterprise Software Business Presentation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Zeta Global ticker ZETA. The Risk: We analyze the integration complexity of concurrent multi-million dollar deals specifically the pending Marigold Enterprise acquisition. We detail the market skepticism that has caused the stock to trade at a significant discount (3.3x forward sales) compared"
YouTube Link 2026-01-10T13:00Z [---] followers, [--] engagements

"Bolt Data & Energy: ⚡ Eric Schmidts "Sovereign Utility" vs. The Saturated US Grid Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Bolt Data & Energy the off-grid solution to the AI power crisis. The Risk: We analyze the "Hype and Crash" volatility of public data center competitors like Fermi which saw its valuation plunge from $16 Billion to $5 Billion. We detail the execution risks of the 10-Gigawatt target noting that the roadmap includes nuclear powera technology notoriously slow to permit and"
YouTube Link 2026-01-18T13:00Z [---] followers, [--] engagements

"ONEOK (NYSE: OKE): ⚓ 6% Dividend Anchor vs. Massive AI Demand Catalyst Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into ONEOK Inc. (OKE). The Risk: We analyze the lagged effect of commodity price volatility on future drilling and processing volumes and the execution risk associated with complex multi-year integration projects (like the Medford Fractionator Rebuild). We examine the low single-digit growth guidance for [----] and the challenge of approaching the **3.5x long-term leverage"
YouTube Link 2025-12-04T13:00Z [---] followers, [---] engagements

"Ondas (ONDS): Investor Day 🛡 The $1.5 Billion "Neoprime" War Chest vs. The Drone Dominance Race Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Neoprime" emergence of Ondas Holdingsa tech developer that has transformed into a heavily capitalized defense powerhouse in just [--] months. The Risk: We analyze the "Category Mismatch" risk: can a small-cap firm effectively scale to lead national-level security projects like Project Hives without operational friction. We examine the execution hurdles"
YouTube Link 2026-01-17T15:19Z [---] followers, [---] engagements

"Ondas Inc (ONDS): 🚀 The Strategic Future of Defense and Infrastructure The $1.5 Billion "Neo-Prime" Pivot vs. The Drone Warfare Revolution Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the massive strategic transformation of Ondas Inc.analyzing why this "system of systems" provider is "burning the ships" of its technology-developer past to become a scaled Neo-Prime defense contractor and whether its record $1.5 billion war chest is a visionary masterstroke or a multi-billion dollar trap. The"
YouTube Link 2026-02-02T23:49Z [---] followers, [---] engagements

"Anterix (ATEX) Stock: 📡 $1.1B Utility Pipeline vs. The Revenue Paradox Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Anterix Inc. (ATEX). The Risk: We analyze the Revenue Paradox: cash is received upfront but revenue is recognized prorata over 20-30 years masking financial performance. We detail the high regulatory execution risk in spectrum clearing (85% of incumbents cleared) and the reliance on long multi-year utility sales cycles. We examine the **$1.5 Billion to $4"
YouTube Link 2025-12-05T00:19Z [---] followers, [--] engagements

"Fermi America (NYSE: FRMI): Project Matador The $2 Billion Nuclear Bet to Power the AI Grid Financial Investigations: The Truth Behind the Ticker. Fermi America (FRMI) is making a high-stakes multi-billion-dollar bet on the future of energy with Project Matadora massive nuclear-powered data center campus in Amarillo Texas. This investigation dives deep into the economics the technology (SMRs) and the unprecedented financial risk required to meet the colossal 24/7 power demand of the AI boom. We break down the viability of the Small Modular Reactor (SMR) model the complexity of the"
YouTube Link 2025-11-05T01:21Z [---] followers, [---] engagements

"NextEra Energy (NYSE: NEE): The $9 Billion Nuclear Bet to Power the AI Data Center Boom Financial Investigations: The Truth Behind the Ticker. NextEra Energy (NEE) operates America's premier energy dual-engine model blending stable regulated growth (FPL) with aggressive infrastructure development (NEER). This deep dive investigates NEE's high-stakes gamble to meet massive AI-driven power demand by signing a landmark 25-year Power Purchase Agreement (PPA) with Google to restart a mothballed nuclear plant. We break down the financial stability the $120 billion CapEx plan the complex regulatory"
YouTube Link 2025-11-02T16:23Z [---] followers, [---] engagements

"NextEra Energy (NEE): Infrastructure Execution and Growth Strategy NextEra Energy (NEE) Stock: ⚡ The Blueprint for the "Electron War" vs. The BYOG Pivot Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes strategy of NextEra Energyanalyzing why the worlds largest renewable developer is now pivoting to gas and nuclear to win the "Electron War" for the AI economy. The Risk: We analyze the "Affordability Friction"examining how rising bills in Florida are becoming a political"
YouTube Link 2026-01-28T19:31Z [---] followers, [--] engagements

"NVIDIA (NVDA) Stock: 🚀 The "Vera Rubin" 10x Leap vs. The $500B Backlog The Next Industrial Revolution: NVIDIA and the Age of Physical AI Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Vera Rubin" era of NVIDIAthe system-level strategy designed to reset a $100 trillion industrial economy. The Risk: We analyze the "One-Chip Wonder" fallacy where standalone processors from competitors are being marginalized by NVIDIAs extreme co-design architecture. We examine the geopolitical tightrope"
YouTube Link 2026-01-19T12:41Z [---] followers, [--] engagements

"ServiceNow (NOW): 🎮 The Enterprise AI Control Tower vs. The Software Apocalypse ServiceNow: The AI Operating System for the Agentic Enterprise Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Control Tower" transformation of ServiceNowanalyzing why Bill McDermott is "burning the ships" of legacy IT ticketing to become the essential operating system for enterprise AI agents and whether the Nvidia-backed technical moat is enough to survive the coming software apocalypse. The Risk: We analyze the"
YouTube Link 2026-02-07T14:00Z [---] followers, [---] engagements

"LandBridge (NYSE: LB) vs Texas Pacific Land (NYSE: TPL): 💰 Mineral Giant vs. 91% Fixed-Fee AI Baron Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're comparing Landbridge (LB) and Texas Pacific Land (TPL). The Risk: We analyze TPL's extreme exposure to O&G commodity price volatility (53% of Q3 revenue) and the inefficiency of its checkerboard land. We examine LB's $200.0M Delayed Draw Term Loan (used for acquisitions) and the timing risk of its Powered Land Strategy and AI data center deals."
YouTube Link 2025-11-28T13:00Z [---] followers, [---] engagements

"WaterBridge (NYSE: WBI): 🌊 51% Utility Margin vs. AI Data Center Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into WaterBridge (WBI). The Risk: We analyze the immense execution hurdles of the digital pivot: the 800 Gbps fiber connectivity gaps 30-45 minute EMS response times for mission-critical facilities and the constraint of the 190000 skilled worker shortfall by [----]. We examine the 130000 mg/L TDS water quality that requires expensive advanced treatment before meeting"
YouTube Link 2025-11-16T17:45Z [---] followers, [---] engagements

"GE Vernova (GEV) Stock: ⚡ The "AI Energy Supercycle" vs. The $200B Backlog Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into GE Vernovathe energy spin-off that has quickly become the indispensable platform for the global AI boom. The Risk: We analyze the "Onshore Wind" headwind where permitting delays and tariff uncertainty could drive [----] revenue down by 10-15%. We detail the critical infrastructure bottlenecks specifically the five-year lead times for grid transformers and the acute shortage of"
YouTube Link 2026-01-20T16:47Z [---] followers, [--] engagements

"Fortinet (FTNT) Stock: 🤯 37% Margin & ASIC Moat vs. Litigation Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Fortinet Inc. (FTNT). The Risk: We analyze the securities litigation filed in September [----] alleging misleading statements regarding the timing of the firewall refresh cycle. We detail the prolonged lag in service revenue recovery (due to a 29-month service term) which is not expected until the second half of 2026. We examine the structural risk of **geopolitical"
YouTube Link 2025-12-16T14:00Z [---] followers, [--] engagements

"Brad Jacobs (NYSE: QXO) $50 Billion Roll-Up: How QXO Plans to Double Profit with AI QXO Inc. is executing a disciplined $50 billion industrial roll-up plan in the fragmented building products market. This deep dive investigates the Brad Jacobs Playbook: how the company uses disciplined M&A AI integration and operational transformation to achieve a core mandatedoubling the profit of acquired companies within three to five years. We analyze the financial reality of the $11 billion Beacon acquisition the philosophy of recruiting "A-Players" and the high-stakes execution risks required to"
YouTube Link 2025-11-07T01:11Z [---] followers, [----] engagements

"Antero Resources (NYSE: AR) & Antero Midstream (NYSE: AM): Integrated Natural Gas Could Fuel AI How This Integrated Energy Pair De-Risks Volatility Antero Resources (AR) and Antero Midstream (AM) are analyzed as a powerful pair tradea de-risked strategy betting on the massive long-term structural demand for Appalachian natural gas. This deep dive investigates the integrated value chain: AR provides the volume and AM provides the stable high-margin infrastructure. We break down ARs record-setting operational efficiency AMs massive FCF growth (up 94%) the low hedge ratio built for upside"
YouTube Link 2025-11-10T16:05Z [---] followers, [---] engagements

"Alphabet (GOOGL) Stock: 🌐 The $180 Billion AI "Infrastructure Moat" vs. The CapEx Shock Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the most aggressive capital pivot in Alphabet's historyanalyzing why Sundar Pichai is "burning the ships" of short-term free cash flow to build a $180 billion AI fortress and whether the Google Cloud acceleration is proof that the AI arms race is finally paying off. The Risk: We analyze the "CapEx Sticker Shock"examining the market's panic over a projected"
YouTube Link 2026-02-07T20:00Z [---] followers, [--] engagements

"CF Industries (NYSE: CF): ⛽ Low-Cost Moat vs. 7.5x FCF Valuation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into CF Industries Holdings Inc. (CF). The Risk: We analyze the anemic 7.5x FCF valuation (compared to 27x Industrial peers) reflecting the markets skepticism about commodity cyclicality. We examine the core input risk: Natural Gas volatility even though they possess a geographical advantage. We note the execution risk on multi-billion dollar projects like the **$3.7B Blue"
YouTube Link 2025-11-19T15:50Z [---] followers, [--] engagements

"QXO: 🏗 Strategic Growth and Technology Transformation Roadmap QXO (QXO): 🏗 Brad Jacobs AI Playbook vs. The 4-Million Home Deficit Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into QXO trading under the ticker QXO. The Risk: We analyze the "Jockey Premium" and the integration stakes of building a $50 Billion "Superorganism" from scratch. We detail the high execution bar in a low-margin sector noting that Jacobs is buying companies with deep-seated operational chaos that other executives"
YouTube Link 2026-01-05T13:00Z [---] followers, [---] engagements

"Raytheons (NYSE: RTX) $251 Billion Backlog vs. the $1.3 Billion GTF Engine Crisis RTX Corporation is built on a $251 billion record backlog leveraging a 50/50 split between defense and commercial aerospace. This deep dive investigates the core thesis: Can the financial enginedriven by efficiency gains from the CORE operating systemabsorb the severe near-term operational cost of the GTF powder metal flaw We break down the massive service moat the unprecedented capacity expansion at Raytheon the strategic investments in RISE and Hypersonics and the competitive threats that"
YouTube Link 2025-11-09T12:51Z [---] followers, [--] engagements

"Peloton (PTON) Stock: 🏠 The "Profitable Cash Fortress" vs. The Melting Ice Cube Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Fit for Growth" transformation of Pelotonanalyzing why Peter Stern is "burning the ships" of legacy showrooms to build a leaner AI-powered wellness platform and whether the massive 52% reduction in net debt is enough to offset a structural decline in subscribers. The Risk: We analyze the "Melting Ice Cube Trap"examining the persistent 7% year-over-year decline in paid"
YouTube Link 2026-02-08T14:00Z [---] followers, [--] engagements

"LyondellBasell (LYB): 📉 Burning Furniture to Pay Dividends vs. The 11% Yield Trap LyondellBasell Q4 [----] Earnings Analysis and Cash Outlook Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Bridge Strategy" of LyondellBasellanalyzing why this petrochemical giant is stripping its business to the bone and burning through its cash pile to sustain a massive 11% dividend yield in the deepest industry trough in history. The Risk: We analyze the "Dividend Trap"examining the unsustainable 322% payout"
YouTube Link 2026-01-31T12:01Z [---] followers, [---] engagements

"Vistra (VST): ⚛ $7.6B EBITDA Target & $12.60 FCF vs. $1.67B Hedging Loss Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Vistra Corp (VST). The Risk: We analyze the GAAP earnings complexity caused by a $1.67 billion decline in unrealized derivative gains in Q3 [----]. We detail the operational age of the fleet (Martin Lake fire Moss Landing write-off) and supply chain risk that is pushing renewable projects to late 2029. We examine the execution pressure where the stock is"
YouTube Link 2025-12-12T19:31Z [---] followers, [--] engagements

"Medline Industries (MDLN) Stock: 🏥 The "Costco of Healthcare" IPO vs. The $525 Million Tariff Drag Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "N of 1" hybrid model of Medline Industriesanalyzing why this healthcare giant is moving beyond its private equity roots to dominate the hospital supply chain as a manufacturer and distributor. The Risk: We analyze the "Tariff Headwind"examining the staggering $525 million net negative impact from trade policies that threatens to compress margins in"
YouTube Link 2026-01-28T12:00Z [---] followers, [--] engagements

"Watsco (WSO) Stock: 🏠 The "Modern Franchise" vs. A 92-Million Unit Backlog Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Watsco Inc. the technology powerhouse that dominates the HVAC/R distribution market. The Risk: We analyze the short-term macro headwinds including high interest rates and a frozen housing market that slashed unit volumes by 40% in late [----]. We detail the execution risks of the "10 [--] and 5" strategic pivot requiring [--] autonomous business units to synchronize through"
YouTube Link 2026-01-06T14:00Z [---] followers, [--] engagements

"Intuitive Machines (NYSE: LUNR): The $800M Space Pivot Risks vs. The $4.8B Moon Telecom Contract Financial Investigations: The Truth Behind the Ticker. Intuitive Machines (LUNR) is executing a high-stakes pivot to become a vertically integrated Space Prime aiming to build the AWS for the Moon economy. We break down the immediate $920M Pro Forma Backlog created by the $800M Lanteris acquisition the $4.8B potential NSNs contract (building the lunar telecom utility) and the Nuclear Power initiative. We examine the core risks: 60% stock volatility **SOX 404b regulatory"
YouTube Link 2025-11-12T22:24Z [---] followers, [---] engagements

"Surf Air Mobility (SRFM) Stock: ✈ The Palantir AI Pivot vs. The "Valley of Death" Surf Air Mobility: The SurfOS Commercial Roadmap and Milestones Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Surf Air Mobility ticker SRFM. The Risk: We analyze the "Cash Valley of Death" as SRFM navigates a significant Q3 [----] net loss of $27.2 Million. We detail the persistent "going concern" warnings and the $8.9 Million federal excise tax default that continues to shadow the balance sheet. We examine the high"
YouTube Link 2026-01-14T14:01Z [---] followers, [---] engagements

"Johnson Controls (JCI) Stock: 🏢 The "Pure-Play" Pivot vs. The 50% Leverage Bet Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the historic transformation of Johnson Controls. The Risk: We analyze the "Conglomerate Discount" and the high-stakes bet on 50% operating leverage for [----] which requires a near-perfect execution of the new "Simplify Accelerate Scale" system. We detail the geographic headwinds in China where factory absorption issues triggered a 190-basis-point margin contraction in the"
YouTube Link 2026-01-07T15:01Z [---] followers, [--] engagements

"Occidental (OXY): 📈 Permian Record & $9.7B Sale vs. $265M Oil Price Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Occidental Petroleum (OXY). The Risk: We analyze the concentration risk: post-sale the company is more exposed to volatility with cash flow changing by $265 million for every $1.00 per barrel change in oil prices. We detail the $800 Million annual dividend obligation on Berkshire Hathaway's preferred stock until its redemption starts in August 2029. We"
YouTube Link 2025-12-11T19:02Z [---] followers, [---] engagements

"Mobileye (MBLY) Stock: 🤖 The Billion-Dollar Robot Gamble vs. The "Intel Overhang" Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes evolution of Mobileyeanalyzing why CEO Amnon Shashua is betting $900 million on humanoid robots to transform the company from an auto supplier into a "Physical AI" powerhouse. The Risk: We analyze the "Intel Overhang"examining how Intels majority stake and financial distress create constant selling pressure that has disconnected MBLY's stock price from its"
YouTube Link 2026-01-29T17:24Z [---] followers, [---] engagements

"L3Harris (LHX): 🚀 [----] Strategic Outlook and Missile Solutions IPO L3Harris (LHX) Stock: 🚀 The Billion-Dollar Rocket Gamble vs. The "Arsenal of Freedom" IPO Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes transformation of L3Harris Technologiesanalyzing why the Department of War is cutting a $1 billion check to help this "Trusted Disruptor" monopolize the most critical bottleneck in modern warfare. The Risk: We analyze the "Execution Complexity"examining the daunting operational"
YouTube Link 2026-02-01T13:00Z [---] followers, [--] engagements

"Oscar Health (OSCR) Stock: 🏛 Political Instability vs. Path to Profitability Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Oscar Health Inc. (OSCR). The Risk: We analyze the extreme exposure to political risk where premium subsidies and ACA policy changes could wipe out profits. We detail the fragile MLR (Medical Loss Ratio) and the difficulty in sustaining full-year profitability despite the Q3 milestone. We examine the cash burn risk as the company faces aggressive"
YouTube Link 2025-12-03T01:41Z [---] followers, [--] engagements

"Constellation Energy (CEG): ⚛ $26B Calpine Deal & 96.8% Capacity vs. 42x Premium Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Constellation Energy Corporation (CEG). The Risk: We analyze the "Scarcity Premium" valuation (trading at 39-42x P/E) which is priced for flawless execution on megaprojects. We detail the acute project execution risk on the $1.6 Billion Crane restart (TMI Unit 1) which must be online by [----]. We examine the high integration risk of the **$26.6"
YouTube Link 2025-12-12T13:00Z [---] followers, [---] engagements

"Applied Digital (NYSE: APLD): 🧊 $16B Contracted AI Revenue vs. $687M Debt Load Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Applied Digital Corporation (APLD). The Risk: We analyze the immense execution risk associated with the multi-billion dollar build-out of the Polaris Forge campuses. We detail the $687 Million Total Debt and continuous negative profitability as the company relies on continuous access to capital. We examine the extreme customer concentration on CoreWeave"
YouTube Link 2025-12-11T13:01Z [---] followers, [--] engagements

"SentinelOne (NYSE: S) Stock: 🔒 $1B ARR Milestone vs. 6x P/S Discount Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into SentinelOne Inc. (S). The Risk: We analyze the persistent GAAP losses and $1.9 Billion accumulated deficit amplified by the high Stock-Based Compensation (SBC) dilution. We examine the structural threat from the $136 Million APA tax expense related to negotiations with U.S./Israeli tax authorities. We note the securities litigation and **dual-class governance"
YouTube Link 2025-11-17T17:35Z [---] followers, [---] engagements

"Fractyl (NYSE: GUTS): 💊 The GLP-1 Off-Ramp vs. $512M Deficit Gamble Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Fractyl Health Inc. (GUTS). The Risk: We analyze the persistent going concern risk against the $512.5 Million accumulated deficit. We detail the high 20.0x P/B speculative valuation relative to peers. We examine the core financial pressure from the $23.5 Million non-cash warrant liability loss and the structural uncertainty of needing to secure future financing"
YouTube Link 2025-11-18T18:33Z [---] followers, [---] engagements

"Abbott (ABT): 🏥 The $23 Billion Oncology Bet vs. The Nutrition Crisis Abbott Laboratories [----] Growth Strategy and Innovation Outlook Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the massive strategic rotation at Abbott Laboratoriesanalyzing why this "Dividend King" is beting $23 billion to dominate cancer diagnostics and whether the current slump in its Nutrition segment is a "buy the dip" opportunity or a warning sign. The Risk: We analyze the "Nutrition Overhang"examining how aggressive price"
YouTube Link 2026-02-01T22:56Z [---] followers, [--] engagements

"Garmin (GRMN) Stock: 🛰 High-Tech Fortress vs. The Outdoor Normalization Shock Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Garmin ticker GRMN. The Risk: We analyze the sudden 10% stock drop following Q3 [----] results triggered by a guidance cut in the high-margin Outdoor segment and a slight revenue miss against high analyst expectations. We detail the structural tax headwinds where the effective tax rate jumped to 21.2% due to U.S. legislation on R&D capitalization. We examine the premium 27x"
YouTube Link 2026-01-13T13:01Z [---] followers, [--] engagements

"CoStar Group (CSGP): 🏠 The $1 Billion War Against Zillow vs. "Your Listing Your Lead" Revolution Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes assault on the residential real estate marketanalyzing why CoStar is suing Zillow for $1 billion and betting $850 million annually to dismantle the "lead diversion" model. The Risk: We analyze the "Google Disintermediation" threatthe market panic that caused a 12% intra-day stock drop when Google began testing real estate listings"
YouTube Link 2026-01-25T15:20Z [---] followers, [--] engagements

"Strive (ASST) Stock: 💎 Bitcoin Treasury Bet & 12-20% Leverage vs. $192M GAAP Loss Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Strive Inc. (ASST). The Risk: We analyze the crippling cost of capital: the SATA Perpetual Preferred Equity carries a non-discretionary dividend rate starting at 12.00% and compounding up to 20%. We detail the structural shock of the Q3 report which included a $192.3 Million GAAP Net Loss (93.2% non-cash impairment). We examine the **high-leverage"
YouTube Link 2025-12-08T13:37Z [---] followers, [---] engagements

"Intuitive Surgical (ISRG): 🤖 The "Recurring Revenue Fortress" vs. The $9B Innovation Supercycle Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the surgical robotics monopoly of Intuitive Surgicalanalyzing why this company isn't just selling robots but building a "hermetically sealed" ecosystem that generates 81% recurring revenue. The Risk: We analyze the "China Challenge"examining how domestic rivals are undercutting Intuitive by 30% on price and winning favor in provincial tenders. We detail the"
YouTube Link 2026-01-28T13:01Z [---] followers, [--] engagements

"Abivax (ABVX) SA Stock: 🧬 The $15 Billion Buyout Poker Game vs. The Maintenance Trial Binary Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes immunology battle of Abivaxanalyzing why this French biotech is the center of a rumored $15 billion-plus bidding war between Eli Lilly and AstraZeneca. The Risk: We analyze the "Maintenance Binary"examining the critical Phase [--] ABTECT 44-week maintenance trial results due in late Q2 [----]. While the induction phase was stellar failure to prove"
YouTube Link 2026-02-04T15:17Z [---] followers, [---] engagements

"Carlisle (CSL): 🏗 The Roadmap to Doubling Earnings by 2030V Carlisle (CSL): Vision [----] The Path to $40 EPS Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the massive transformation of Carlisle Companiesanalyzing why Chris Koch is "burning the ships" of its industrial past to bet everything on a pure-play building products platform and whether the ambitious $40 Adjusted EPS goal is a visionary roadmap or a bridge too far for investors. The Risk: We analyze the "Cyclical Squeeze"examining the 3%"
YouTube Link 2026-02-04T15:38Z [---] followers, [--] engagements

"Duolingo (DUOL) Stock: ♟ Chess Growth & Billions User AI Goal vs. Q4 Pivot Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Duolingo Inc. (DUOL). The Risk: We analyze the conscious trade-off of the Q4 bookings deceleration where the company is de-prioritizing near-term monetization to pursue long-term efficacy. We detail the structural risk of high churn inherent in language learning apps and the geopolitical risks associated with its fastest-growing country China. We"
YouTube Link 2025-12-01T18:44Z [---] followers, [--] engagements

"Carrier Global (CARR) Stock: 🌬 The AI Cooling "QuantumLeap" vs. A 40% Residential Plunge Carrier Global Q3 2025: Strategic Restructuring Amid Residential Headwinds Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Carrier Global ticker CARR. The Risk: We analyze the "Residential Crisis" as North American unit volumes plummeted roughly 40% in late [----] a downturn that even failed management's internal forecasting models. We detail the "Inventory North Star" strategy where Carrier is undershipping"
YouTube Link 2026-01-06T13:01Z [---] followers, [--] engagements

"Tyler Technologies (TYL): 🏛 The Invisible Government Monopoly vs. The Q4 Earnings "Miss" Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Digital Plumbing" transformation of Tyler Technologiesanalyzing why Brian Miller is "burning the ships" of legacy on-premise software to build a cloud-first infrastructure fortress and whether the massive $236.9 million in record free cash flow is enough to protect your portfolio from a messy quarter. The Risk: We analyze the "Valuation Gravity"examining why"
YouTube Link 2026-02-12T17:13Z [---] followers, [--] engagements

"Vail Resorts (MTN) Stock: ⛷ The "Extraction Era" vs. Operational Decay Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the high-stakes pivot of Vail Resortsanalyzing why the world's largest ski operator is betting its future on data-driven revenue extraction as its mountains begin to crumble. The Risk: We analyze the "Pass Paradox"why pass units are dropping by 2% while revenue is up 3% signaling a volume ceiling that forces aggressive 8% price hikes. We detail the "Miller Verdict"the Colorado"
YouTube Link 2026-01-30T18:20Z [---] followers, [--] engagements

"Fair Isaac Corp (NYSE: FICO): 🛡 Scores Moat & $739M FCF vs. FHFA Regulatory Threat Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Fair Isaac Corp. (FICO). The Risk: We analyze the regulatory challenges from the FHFA which approved competitor scores and is moving toward a "lender choice" model" that poses a risk of a "race to the bottom" for lenient scores. We detail the customer concentration risk with 45% of fiscal [----] revenues coming from the three major CRAs. We"
YouTube Link 2025-11-30T15:26Z [---] followers, [--] engagements

"Tempus AI (TEM): 🧬 The [---] Petabyte "Data Flywheel" vs. The Diagnostics Reality Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Operating System" for precision medicineTempus AIanalyzing whether this is a software giant in disguise or a lab-heavy business trading at a premium. The Risk: We analyze the "Multiple Compression" riskwhy TEM trades at 10x forward sales while traditional lab peers like Illumina sit at 4.5x. We examine the $1.25 billion debt load and the high switching costs of its"
YouTube Link 2026-01-22T12:01Z [---] followers, [--] engagements

"LTL Showdown: 👑 ODFL 74.3% OR vs. XPO AI Leverage vs. SAIA 87.6% Pain Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into a three-way comparison of the LTL sector leaders: XPO Old Dominion Freight Line (ODFL) and SAIA. The Risk: We analyze the high risk/high cost strategy of SAIA whose adjusted Operating Ratio (OR) widened to 87.6% in Q3 [----] due to absorbing fixed costs. We detail the legal uncertainty for XPO and the remaining 11 percentage point yield gap with best-in-class"
YouTube Link 2025-12-24T13:01Z [---] followers, [--] engagements

"Chevron (CVX): 🛢 [----] Strategy Record Growth and Structural Efficiency Chevron (CVX) Stock: Drills Less to Make More vs. The $20B FCF Inflection Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the strategic evolution of Chevronanalyzing why this energy giant is "burning the ships" of aggressive growth to build a high-efficiency cash generation machine. The Risk: We analyze the "Price Sensitivity Floor"examining how Chevrons growth targets are anchored at $70 Brent and the $4.5 billion annual cash"
YouTube Link 2026-02-02T14:01Z [---] followers, [--] engagements

"CoreWeave (NYSE: CRWV): 🤖 $55B Backlog vs. The $18.8B Debt Clock Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into CoreWeave Inc. (CRWV). The Risk: We analyze the high financial jeopardy of $18.8 Billion in total debt and the extreme risk reflected in the 8.7x Debt-to-EBITDA ratio. We detail the 67% Microsoft concentration that exposes the business to single-customer risk and the operational bottleneck of "powered shell" supply chain delays which forced a CapEx cut. We note the high"
YouTube Link 2025-11-21T11:20Z [---] followers, [---] engagements

"IDEX (IEX): 🚀 The AI Pivot from Pumps to Infrastructure vs. Industrial Headwinds IDEX Corporation [----] Financial Outlook and HST Growth Momentum Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Compute" transformation of IDEXanalyzing why Eric Ashleman is "burning the ships" of traditional industrial pumps to bet on the thermal backbone of AI data centers and whether the record $18.2 billion backlog is a structural shift or a cyclical outlier. The Risk: We analyze the "Industrial Softness"
YouTube Link 2026-02-09T14:01Z [---] followers, [--] engagements

"Danaher (DHR): 🧬 70% Recurring Moat & $2B Buyback vs. 47x P/E Valuation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Danaher Corporation (DHR). The Risk: We analyze the valuation risk: the stock trades at a 47x P/E compared to its long term average core sales growth of 6.55%. We detail the cyclical collapse in bioprocessing equipment (sales declined in the high-teens percentages). We examine the geopolitical exposure to China's VBP (Volume-Based Procurement) policies"
YouTube Link 2025-12-29T13:01Z [---] followers, [--] engagements

"Powell (NYSE: POWL) Stock: ⚡ $1.4B Backlog & Zero Debt vs. Execution Slowdown Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Powell Industries Inc. (POWL). The Risk: We analyze the decelerating Q4 order momentum where the book-to-bill fell to 0.9x (from 1.3x in Q3) signaling a lack of mega deals. We detail the high risk of cost overruns on fixed-price contracts and the intense competitive pressure from larger global giants like ABB and Schneider. We examine the structural"
YouTube Link 2025-11-22T14:00Z [---] followers, [---] engagements

"Cellebrite (NYSE: CLBT) Stock: 🔒 Rule of [--] Growth vs. Federal Overhang Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Cellebrite DI Ltd. (CLBT). The Risk: We analyze the persistent political headwinds that cost 4 percentage points of ARR growth in [----] and the valuation compression caused by the unpredictable timing of the FedRAMP ATO and major contract renewals. We detail the reputational risks from misuse allegations and the high-stakes security race exposed by"
YouTube Link 2025-11-17T14:54Z [---] followers, [--] engagements

"Leidos (LDOS): ⚡ The $2.4B Energy Infrastructure Gamble vs. The VA "Golden Goose" Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "NorthStar 2030" transformation of Leidosanalyzing why Tom Bell is "burning the ships" of traditional government services to build a technology-first powerhouse and whether the massive $2.4 billion Entrust acquisition is proof that Leidos has found the ultimate compounding engine for the AI energy supercycle. The Risk: We analyze the "Golden Goose"
YouTube Link 2026-02-17T17:03Z [---] followers, [--] engagements

"Kopin (KOPN): 🛡 The Sovereign "Eyes" of the F-35 vs. The $20 Million Litigation Overhang Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Execution" transformation of Kopinanalyzing why Michael Murray is "burning the ships" of legacy R&D to build a sovereign defense fortress and whether the massive $15.4 million IBAS award is proof that Kopin has found the ultimate compounding engine. The Risk: We analyze the "Litigation Overhang"examining the structural risk of the $19.7 million BlueRadios"
YouTube Link 2026-02-13T22:05Z [---] followers, [---] engagements

"Jacobs Solutions (NYSE: J) : 💡 $23.1B AI Backlog vs. 32% Fixed-Price Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Jacobs Solutions (J). The Risk: We analyze the significant exposure to fixed-price contracts (32% of revenue) where J eats all the cost overruns. We detail the high operational volatility of complex infrastructure projects (like Cleveland Airport and MTA Rail) and the massive $23.1 Billion backlog which heightens the execution risk. We examine the challenge of"
YouTube Link 2025-11-24T18:46Z [---] followers, [--] engagements

"Home Equity Exposed: 🏠 The $35.8 Trillion "Fake" Wealth Illusion Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the record-breaking $35.8 trillion illusion of American home equityanalyzing why your greatest asset might actually be a liability in disguise. The Risk: We analyze the "Great Decoupling"the 40-year gap where home prices surged 5.5x while median incomes only rose 3.6x creating a regressive transfer of wealth from young families to existing owners. We detail the "Trapped Homeowner""
YouTube Link 2026-01-18T18:11Z [---] followers, [--] engagements

"BILL (NYSE: BILL): 💡 17% Profit Margin & Embed [---] vs. Float Headwinds Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Bill Holdings Inc. (BILL). The Risk: We analyze the persistent macro headwinds that are constraining TPV and payment volume impacting near-term growth. We detail the 13.3% fall in Float Revenue due to decreasing interest rates. We examine the credit risk exposure related to the BILL Divvy Corporate Card and invoice financing and the increased competition from"
YouTube Link 2025-11-30T15:52Z [---] followers, [--] engagements

"Oklo (OKLO): ⚛ $1.2B Cash Fortress the Plutonium Pivot and the AI Energy Bet Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Oklo Inc. ticker OKLO. The Risk: We analyze the extreme valuation of a $12 Billion market cap for a company with $0.00 revenue and a $36.3 million operating loss in Q3 [----]. We detail the political dependency on specific May [----] Executive Orders that could be reversed severing the plutonium fuel supply. We examine the regulatory transition risk as Oklo moves from the"
YouTube Link 2026-01-02T12:00Z [---] followers, [---] engagements

"Smurfit Westrock (NYSE: SW): The $400M Synergy Promise vs. The 'Pretty Bad' Market Financial Investigations: The Financial Investigations: The Truth Behind the Ticker. Smurfit Westrock (NYSE: SW) was created by a massive transatlantic merger promising unparalleled scale and $400 million in synergies. But with the CEO admitting the containerboard market is "pretty bad right now" is this a massive synergy opportunity or a major integration risk This investigation dives deep into the post-merger reality: we analyze the North American turnaround the discipline of the "owner-operator" model the"
YouTube Link 2025-10-31T17:46Z [---] followers, [--] engagements

"Disciplined Selling: 💰 Watering the Weeds & The Broken Thesis Rule Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the discipline of selling. The Risk: We analyze the psychological trap of "watering the weeds" (holding losers and selling winners) and the danger of selling due to short-term volatility. We detail why the Galton Board paradox suggests over-diversification is a constraint imposed by cognitive bandwidth. We examine the shift: the **post-2008 era of zero interest"
YouTube Link 2025-12-14T19:52Z [---] followers, [--] engagements

"Talkspace (NYSE: TALK): The AI Moat & 42% Payor Surge How The Pivot Achieved GAAP Profitability Financial Investigations: The Truth Behind the Ticker. Talkspace successfully executed its pivot to the Payor-driven B2B2C model leveraging a 42% surge in Payor revenue and a 10 Billion data AI moat to hit GAAP Net Income and double its Adjusted EBITDA. We break down the financial discipline driving 111% EBITDA growth the massive 37% increase in sessions and the strategic expansion into TRICARE and Medicare all while managing the volatility of a **23% decline in Consumer"
YouTube Link 2025-11-10T21:29Z [---] followers, [--] engagements

"OpenAI: The Trillion-Dollar Gamble on a Non-Existent Power Grid OpenAI: The Trillion-Dollar Gamble on a Non-Existent Power Grid Financial Investigations: The Truth Behind the Ticker. OpenAI is leading a massive trillion-dollar buildout predicated on a core financial paradox: They are committing to infrastructure they can't yet pay for. This deep dive investigates the financial engineering the technology risk and the ultimate physical constraint that threatens the entire AI revolution. We expose the cash burn rate the use of "circular financing" (or round-tripping) by key vendors and the"
YouTube Link 2025-10-30T19:22Z [--] followers, [--] engagements

"Caterpillar (NYSE: CAT): 🤯 $39.8B AI Backlog & Doubled CapEx vs. $1.75B Tariff Tax Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Caterpillar Inc. (CAT). The Risk: We analyze the massive $1.6 Billion to $1.75 Billion tariff headwind expected in [----] referred to as a "massive tax on the business." We detail the 3% decrease in operating profit and margin compression caused by intentionally front-loading CapEx. We examine the continued exposure to cyclical risks like the ISM"
YouTube Link 2025-11-30T21:37Z [---] followers, [---] engagements

"AMD Stock: 🚀 The "Yotta Scale" Pivot vs. Nvidias CUDA Moat Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Yotta Scale" transformation of AMDa pivot from a component designer into a data center-scale architect. The Risk: We analyze the "Execution Risk" as AMD races to match Nvidias annual product cycle where any slip in the MI450 launch could derail its most critical partnerships. We detail the "Software Gap" challenge as AMDs engineering teams use AI to rapidly accelerate the development of"
YouTube Link 2026-01-20T12:00Z [---] followers, [--] engagements

"GS Macro Outlook 2026: 🧗 Tech Tonic A Broadening Bull Market Global Equity Strategy 2026: 🧗 Climbing the Summit vs. The "DeepSeek" Disconnect Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the [----] Global Equity Strategy and the final "Optimism Phase" of the cycle. The Risk: We analyze the "Melt-Up" risk of the final cycle stage where valuations are driven by sentiment rather than raw earnings power. We detail the "DeepSeek Shock" that triggered a 25% Nasdaq correction by proving"
YouTube Link 2026-01-01T15:00Z [---] followers, [--] engagements

"Vertiv (NYSE: VRT) Stock: 🔥 $9.5B Backlog & NVIDIA Co-Design vs. 44x P/E Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Vertiv Holdings Co (VRT). The Risk: We analyze the challenge of an extreme 44x forward P/E valuation that analysts call a "potential bull trap." We detail the AI concentration risk that exposes the stock to any slowdown in hyperscaler CapEx. We examine the geographic weakness of a 4% organic sales decline in EMEA (a near-term headwind) and the unresolved"
YouTube Link 2025-11-22T13:00Z [---] followers, [--] engagements

"Cold Chain Showdown (NYSE: LINE vs NYSE: COLD): ❄ LINE's 75% Scale vs. COLD's 62% Turnaround Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the cold chain sector comparing Americold (COLD) and Lineage (LINE). The Risk: We analyze the sector's structural weakness where building costs 3x-4x more than standard warehousing causing inherently high leverage (COLD at 6.3x) and extreme cost volatility. We detail COLD's severe occupancy crisis at a critical low 62.8% and the"
YouTube Link 2025-11-19T13:46Z [---] followers, [--] engagements

"The Art of War by Sun Tzu: 📜 Universal Blueprint vs. Historical Context Debate Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the book The Art of War. The Risk: We analyze the critical pitfall of misapplication detailing why ignoring the historical context (Warring States period) can render advice "useless". We examine the economic reality of conflict stressing why prolonged warfare is never beneficial and the danger of ego or interference from the sovereign. The Reward:"
YouTube Link 2025-12-21T13:00Z [---] followers, [--] engagements

"Peter Lynch's Investing and Market Wisdom Interview: 🧠 The 11-Year-Old Test & Macro Forecasts Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the investment philosophy of Peter Lynch. The Risk: We analyze the psychological pitfall of "getting scared out" of stocks detailing why far more money has been lost by preparing for corrections than in the corrections themselves. We examine the futility of relying on macroeconomic forecasts (economists predicted **"33 of the last 11"
YouTube Link 2025-12-13T12:36Z [---] followers, [--] engagements

"Sphere (NYSE: SPHR): 🤯 $130M WOZ Sales & Abu Dhabi Franchise vs. Content Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Sphere Entertainment Co. (SPHR). The Risk: We analyze the inherent Content Execution Risk noting the technical hurdles "The Wizard of Oz at Sphere" (WOZ) faced (requiring AI outpainting) and the potential for content fatigue. We detail the challenges of the legacy MSG Networks segment and the financial volatility associated with the **$205 Million Sphere"
YouTube Link 2025-11-27T13:23Z [---] followers, [--] engagements

"Crypto Market Bill: 🏛 CLARITY Act CFTC Gradation & CBDC Ban vs. Senate Deadlock Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the Crypto Market Structure Bill. The Risk: We analyze the four-sided Senate deadlock over ethics clauses (citing President Trump's family) and Democratic demands for stricter AML controls. We detail the threat to traditional banking from interest-bearing stablecoins (yields). We examine the political opposition from the **American Federation of"
YouTube Link 2025-12-13T13:35Z [---] followers, [---] engagements

"M&E Contractor Showdown: AI Velocity vs. The Labor Wall (FIX EME IESC LMB) The Mechanical and Electrical (M&E) contracting sector is exploding due to massive data center and electrification demand. This deep dive compares the four major playersFIX EME IESC and LMBto find the stock best positioned to navigate labor constraints and capture the AI infrastructure boom. We break down their operational moats (Modular Fabrication vs. Recurring ODR) analyze execution capacity (backlogs labor productivity) and assess who is most exposed to the high-stakes high-reward data center gold rush. 🔥 WHO WINS"
YouTube Link 2025-11-08T12:46Z [---] followers, [---] engagements

"Deere (NYSE: DE): 🚜 $5B Tech Moat vs. $1.2B Tariff Tax & 13% Profit Drop Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Deere & Company (DE). The Risk: We analyze the massive financial drag: a $1.2 Billion projected pretax direct tariff expense for FY2026. We detail the immediate threat of a 13% forecasted FY2026 profit drop and the deteriorating fundamentals in the core large ag market. We examine the Stretched Valuation (23.5x P/E) and Regulatory Scrutiny (FTC probe on"
YouTube Link 2025-11-27T00:56Z [---] followers, [--] engagements

"Trumps "Great Healthcare Plan": 🏥 The $50 Billion Rural Gamble vs. Big Insurance Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking President Trumps January [----] healthcare "Reset"a fundamental attempt to bankrupt the insurance company subsidy model and replace it with direct patient cash. The Risk: We analyze the "Death Spiral" riskthe theory that healthy people will take their federal cash to buy non-comprehensive plans leaving the sickest Americans in a collapsing ACA marketplace with skyrocketing"
YouTube Link 2026-01-18T20:48Z [---] followers, [--] engagements

"Palantir (NYSE: PLTR): 🤯 114% Rule of [--] Score vs. 454x P/E Valuation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Palantir Technologies Inc. (PLTR). The Risk: We analyze the extreme valuation hurdle: P/S of 117 and P/E of 454 at this scale. We detail the structural drag of a stagnant International segment (only 10% Y/Y growth) and the persistent threat of competitive margin pressure from giants like Google and Microsoft. We examine the cost of management's unique"
YouTube Link 2025-11-24T14:00Z [---] followers, [---] engagements

"US Drone Dominance: 🛰 The $1 Billion "War Culture" vs. The DJI Ban Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the era of "Drone Dominance" and the massive U.S. military buildup. The Risk: We analyze the "regulatory siege" and the sudden FCC ban on new foreign-made drones which has left 80% of U.S. law enforcement agencies facing a capability crisis. We detail the "SkyRover" loophole where foreign tech hides behind shell companies to evade security reviews. We examine the structural supply"
YouTube Link 2026-01-12T13:13Z [---] followers, [--] engagements

"Bloom Energy (BE): 🔋 [--] GW Capacity & DC AI Architecture vs. Brookfield Financing Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Bloom Energy (BE). The Risk: We analyze the Revenue Quality Risk: 55% ($288 Million) of Q3 revenue was recognized from sales to Brookfield Fund JVs a "financing workaround" to convert pipeline to upfront revenue. We detail the high valuation multiples and the $19.7 million inventory reserve recorded for the initial Electrolyzer inventory. We"
YouTube Link 2025-12-10T21:02Z [---] followers, [---] engagements

"Greenland Annexation: 🧊 The "Donroe Doctrine" vs. The Existential Crisis of NATO Defending Arctic Sovereignty: Europe Rejects U.S. Interest in Greenland Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the [----] Greenland Crisisa geopolitical shift that has moved from theoretical real estate to a credible threat of annexation. The Risk: We analyze the "Donroe Doctrine" an aggressive policy asserting U.S. dominance over the Western Hemisphere and rejecting traditional leases in favor of "total"
YouTube Link 2026-01-11T14:00Z [---] followers, [--] engagements

"WeightWatchers (NYSE: WW): 💊 $1.15B Debt Reset vs. 60% Clinical Growth Engine Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into WW International Inc. (WW). The Risk: We analyze the compounding execution risk where the 20.2% decline in the Behavioral segment threatens to negate Clinical growth. We detail the high pressure from competing compounded products and the structural risk of decelerating Q4 guidance. We examine the legacy financial drag that necessitated the **$1.15 Billion"
YouTube Link 2025-11-23T14:00Z [---] followers, [--] engagements

"Carlisle (NYSE: CSL): 📐 $40 EPS Target & The $1B Share Engineering Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Carlisle Companies Incorporated (CSL). The Risk: We analyze the 2.1% organic revenue decline and 170-190 bps margin compression caused by soft new construction and residential markets. We detail the high financial stakes of the $1.0 Billion debt issuance (5.25%-5.55% Notes) used to fund buybacks increasing debt servicing costs. We examine the structural hurdle of"
YouTube Link 2025-11-18T16:47Z [---] followers, [--] engagements

"Limbach Holdings (LMB) Stock: 🏗 The Construction-to-Services Pivot That's Doubling Margins Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the massive business model transformation of Limbach Holdingsanalyzing why this former subcontractor is successfully decoupling itself from the volatile construction cycle to become a mission-critical services powerhouse. The Risk: We analyze the "Integration Hurdle"the high-stakes execution required to fold the $66.1 million Pioneer Power acquisition into the"
YouTube Link 2026-01-26T12:30Z [---] followers, [--] engagements

"Venezuela Seizure: 🛢 Trumps "Oil Marshall Plan" vs. The Global Supply Glut The Venezuelan Pivot: Reshaping Global Energy Flows Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the aftermath of Operation Absolute Resolve and the U.S. seizure of Venezuela. The Risk: We analyze the "Geopolitical Risk Premium" causing short-term spikes of $2$5 per barrel while the long-term goal is a bearish supply flood aimed at a $50$55 price floor. We detail the $100 Billion reconstruction hurdle for Venezuelas"
YouTube Link 2026-01-04T21:26Z [---] followers, [--] engagements

"Simple Portfolios: 📈 The Art of Doing Nothing Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Simple Portfolios" strategy and the failure of active management. The Risk: We analyze the "Fees Trap" and the failure of complexity noting that 94% of large-cap funds underperform the market over [--] years. We detail the hidden dangers of equity-heavy portfolios citing "Lost Decades" where stocks had zero return for up to [--] years. We examine the harrowing 51% drawdown during the [----] Subprime Crisis"
YouTube Link 2025-12-31T13:00Z [---] followers, [--] engagements

"The Wealth Ladder: Achieving Financial Freedom at Every Level (Book Analysis) Wealth Ladder: 🧠 Mindset Shift & The 0.01% Rule vs. The Salary Trap Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the book The Wealth Ladder: Achieving Financial Freedom at Every Level. The Risk: We analyze the critical conflict: why relying on high income (a "faucet") while ignoring low net worth creates the dangerous salary trap. We detail how the jump to Level 4 ($1M+) mandates leaving your job"
YouTube Link 2025-11-29T13:01Z [---] followers, [---] engagements

"Department of War Acquisition Strategy: The $Trillion Regulatory Shift Market Traders Missed Defense Acquisition GUTTED. Financial Investigations: The Truth Behind the Ticker. The Department of War (DOW) is performing a systemic demolition job gutting the slow compliance-based Defense Acquisition System (DAS) and replacing it wholesale with the Warfighting Acquisition System (WAS). This investigation reveals the shocking reason: The largest hit wasn't a funding cut; it was a mandatory revolution to achieve "Speed to Capability Delivery" that structurally changes the entire $Trillion Defense"
YouTube Link 2025-11-11T16:00Z [--] followers, [---] engagements

"Accenture (ACN): 🤖 $5.9B AI Bookings & 18x Discount vs. Federal Headwinds Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Accenture (ACN). The Risk: We analyze the historically deep stock discount with the stock trading at an 18x forward P/E compared to its 10-year average of 27x. We detail the near-term revenue deceleration caused by the 1% to 1.5% federal headwind (DOGE) and the structural risk of AI automating consultant tasks (the "AI-shaped wall"). We examine the"
YouTube Link 2025-12-10T17:17Z [---] followers, [--] engagements

"GE Aerospace (NYSE: GE) Unlocked: How Culps $100 Billion Turnaround Created a Stock Titan Financial Investigations: The Truth Behind the Ticker. GE Aerospace (GE) is now a focused industrial leader successfully shedding over $100 billion in debt and tripling its market cap following the spin-offs. This deep dive investigates the operational engineFLIGHT DECKthat drives phenomenal Q3 growth and sustains a multi-decade technological moat. We break down the dual-pillar growth strategy the service dominance (70% revenue) and the high-stakes R&D bets on the CFM RISE engine and ATLAS hypersonics."
YouTube Link 2025-11-06T23:55Z [--] followers, [--] engagements

"Eric Schmidt on AI: 🧠 The "Genesis Moment" vs. China's Infinite Energy Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the AI strategic doctrine of Eric Schmidt. The Risk: We analyze the "Energy Asymmetry" as a critical Western vulnerability where the U.S. faces a deficit of [--] gigawatts of power while China adds a gigawatt of new renewable capacity every single day. We detail the "Open Weights" threat where free Chinese models could become the default tech stack for the Global South exporting"
YouTube Link 2026-01-17T13:00Z [---] followers, [--] engagements

"Trump at Davos 2026: 🏛 The Funeral of the Old Order vs. Weaponized Transactionalism Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking President Trumps explosive Davos [----] addressanalyzing why he declared the death of the "rules-based order" and replaced it with a doctrine of weaponized transactionalism. The Risk: We analyze the "Allied Rupture"the open friction with leaders like Frances Emmanuel Macron and Canadas Mark Carney as the U.S. shifts from a security provider to a transactional partner. We"
YouTube Link 2026-01-23T16:06Z [---] followers, [--] engagements

"Boeing (NYSE: BA): 📉 $4.9B 777X Charge vs. $636B Record Backlog Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into The Boeing Company (BA). The Risk: We analyze the massive $4.9 Billion pre-tax noncash loss provision and 7-year delay for the 777X program which created a $2 Billion cash headwind in [----]. We detail the core loss of ($$7.47)$ per share in Q3 and the delay of the 777X's neutral cash flow until 2028. We examine the continued certification risks for the **737"
YouTube Link 2025-12-14T13:00Z [---] followers, [--] engagements

"AI Bottlenecks: 💸 Trillion-Dollar Grid Rebuild vs. Macro Paradigm Shift Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the investment thesis focused on Data Center Energy and Physical Infrastructure. The Risk: We analyze the macro paradigm shift to a "higher for longer" environment (targeting 4% inflation and high single-digit nominal GDP growth). We detail the strategy's reliance on a cyclical growth bottom in sectors like Transportation and Energy. We examine the risk of investing in"
YouTube Link 2025-12-06T13:01Z [---] followers, [--] engagements

"AI Chip War: ⚔ Nvidia CUDA Google TPU Amazon ASIC OpenAI Code Red Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the battle for AI chip supremacy. The Risk: We analyze the structural threat of Nvidia's mid-70s gross margins being compressed by cost-efficient custom ASICs (TPUs/Trainium). We detail OpenAI's $1.4 Trillion infrastructure commitment built on "circular investments" that creates systemic fragility. We examine the direct market attack: Google selling TPUs to"
YouTube Link 2026-01-19T15:09Z [---] followers, [--] engagements

"Nauticus Robotics (KITT): 🌊 Vessel-Less Autonomy vs. The Nasdaq Delisting Clock Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Nauticus Robotics trading under the ticker KITT. The Risk: We analyze the precarious financial position citing a Q3 [----] Net Loss of $6.6 Million against only $1.97 Million in revenue and deeply negative -426.7% Gross Margins. We detail the severe dilution risk from ATM stock offerings and the $250 Million ELOC noting the reliance on two recent"
YouTube Link 2025-12-19T13:01Z [---] followers, [--] engagements

"Nuclear Energy: ☢ $1B DOE Restart Loan vs. $9.3B SMR Collapse Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the strategic investment case for Nuclear Energy. The Risk: We analyze the unproven economic viability of SMRs citing the $9.3 Billion NuScale collapse which reinforces that SMRs exist "basically on a computer." We detail the geopolitical choke point of the Uranium Supply Chain with Russia controlling 40% of the world's enrichment capacity. We examine the"
YouTube Link 2025-11-25T20:53Z [---] followers, [--] engagements

"AIs Gigawatt Imperative: Why Data Center Energy Demand is Forcing a Policy Shift The AI buildout is creating a crisis of reliability driving massive inelastic power demand that the existing grid cannot support. This deep dive investigates the structural shift in the energy sector quantifying why single data center campuses now require Gigawatt-scale power and how U.S. policy is directly responding to this grid emergency. We break down the roles of every energy sourceNatural Gas as the immediate scalable solution Nuclear as the long-term strategic answer and the challenges facing"
YouTube Link 2025-11-08T20:30Z [--] followers, [--] engagements

"AI vs. The Power Grid: ⚡ The "10x" Demand Shock That's Spiking Your Bill Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "10x" power problemthe moment the virtual ambitions of the AI revolution crashed into the physical reality of the American electric grid. The Risk: We analyze the "10x Scale Shift"why new AI-ready data centers require [--] gigawatt of power a tenfold increase that our 80-year-old grid was never designed to handle. We detail the "Socialized Cost" trap where residential ratepayers"
YouTube Link 2026-01-18T14:06Z [---] followers, [---] engagements

"Saia (SAIA) Stock: 🏗 Yellow Terminal Gain & $0.91 EPS Leverage vs. 87.6% OR Pain Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Saia Inc. (SAIA). The Risk: We analyze the structural pain of absorbing fixed costs detailing why the adjusted Operating Ratio (OR) increased [---] basis points to 87.6% in Q3 [----]. We examine the near-term volume softness (shipments down 1.9% Y/Y) and the expected Q4 OR degradation of [---] to [---] basis points due to seasonality. We highlight the"
YouTube Link 2025-12-23T13:00Z [---] followers, [--] engagements

"Oracle (ORCL) AI Ambitions: 💻 Capex Debt and Cloud Profitability WoesOracle Oracle (ORCL): 💻 $523B Backlog & 68% IaaS Growth vs. $10B FCF Burn Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Oracle Corporation (ORCL). The Risk: We analyze the liquidity crisis: Free Cash Flow swung to a negative $10 billion in Q2 FY26. We detail the concentration risk: approximately $300 billion of the backlog is reportedly tied to OpenAI a client that projects **$500 billion in operating"
YouTube Link 2025-12-12T21:12Z [---] followers, [--] engagements

"Nuclear Energy Thesis: ⚡ AI Demand vs. The $221/MWh Cost Hurdle Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the nuclear energy investment space cutting through decades of pop culture fear. The Risk: We analyze the industrys historical baggage: 117% average cost overruns on new builds and 7-year delays (Vogtle). We detail the $9.3B Nuscale failure which highlights the first-of-a-kind cost risk and the high $141$221/MWh unsubsidized LCOE for new construction. We examine the"
YouTube Link 2025-11-19T16:43Z [--] followers, [--] engagements

"UPS (UPS) Stock: 📦 The "Strategic Amputation" vs. The Peak Season Crisis Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the "Strategic Amputation" of UPSanalyzing why this logistics giant is deliberately shedding 20% of its Amazon volume to escape a low-margin trap. The Risk: We analyze the "MD-11 Crisis"the fatal November [----] crash that grounded 9% of the UPS airline fleet just days before the peak holiday shipping season. We detail the Dividend Safety Debate: can a company yielding"
YouTube Link 2026-01-25T19:24Z [---] followers, [--] engagements

"America's AI Action Plan (AAAP): 🚀 Genesis Mission Urgency & $1.5T Infrastructure Buildout Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into America's AI Action Plan and the Genesis Mission. The Risk: We analyze the geopolitical risks of China containment (strengthening export controls) and biosecurity (preventing AI misuse). We detail the chronic workforce deficits required to build and maintain the infrastructure. We examine the structural threat to profitability from"
YouTube Link 2025-12-08T16:37Z [---] followers, [--] engagements

"Chipotle (CMG) Stock: 🌯 Margin Sacrifice vs. $1.8B Buyback Bet The Meat Cup: Chipotles High-Protein Pivot Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Chipotle Mexican Grill (CMG). The Risk: We analyze the macroeconomic pressure hitting the 25-35-year-old cohort (40% of sales) leading to a -0.8% transaction decline in Q3 [----]. We detail the margin compression to 24.5% as management chooses to absorb mid-single-digit tariff inflation in [----] rather than raise prices. We"
YouTube Link 2025-12-19T16:41Z [---] followers, [--] engagements

"Ethereum (ETH) Stock: 🔥 $300B Network Effect & The Burning Mechanism Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Ethereum (ETH). The Risk: We analyze the scaling trade-off risk where the Prague-Electra upgrade sacrificed value capture (L2 revenue fell from 20% to 1% of total fees). We detail the competitive threats from faster Layer 1s like Solana. We examine the governance risk (difficulty gaining consensus) and the technical risk associated with annual protocol"
YouTube Link 2025-11-18T01:22Z [--] followers, [--] engagements

"Vicor (NYSE: VICR): 🤯 $300M IP Moat vs. Extreme AI Physics Challenge Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Vicor Corporation (VICR). The Risk: We analyze the Extreme AI Physics Challenge of delivering thousands of amps at sub-one-volt and the risk associated with the dependence on the Q1 [----] production launch for the lead customer. We detail how low fab utilization is currently suppressing product margins despite the 98% yield achieved in the vertically"
YouTube Link 2025-11-30T13:01Z [---] followers, [--] engagements

"Smith & Wesson (SWBI) Stock: 💰 $16.3M FCF Win vs. Political Volatility Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Smith & Wesson Brands Inc. (SWBI). The Risk: We analyze the FCF volatility that exposes the sustainability of the $0.13 per share quarterly dividend. We detail the severe $1.75 Billion tariff headwind and High Execution Risk that has pushed the neutral cash flow target to [----]. We examine the political volatility and litigation risk that are inherent"
YouTube Link 2025-12-15T13:01Z [---] followers, [--] engagements

"Legacy Defense Contractors (RTX LMT NOC GE AVAV LHX): 🚀 WAS Accelerant Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the investment thesis focused on Legacy Defense Contractors. The Risk: We analyze the High Execution Risk facing Lockheed Martin (LMT) evidenced by its 65% operating profit fall in Q2 2025 and the immediate pressure from the WAS overhaul to resolve chronic program setbacks. We detail the $1.1 billion to $1.3 billion cash impact facing RTX Corporation (RTX)"
YouTube Link 2025-11-26T15:38Z [---] followers, [--] engagements

"General Mills (GIS) Stock: 🥣 The $2.1B Yogurt Divorce vs. The Premium Pet Gold Mine Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the massive portfolio reconfiguration of General Millsanalyzing why they just sold their iconic Yoplait business for $2.1 billion to fund a high-stakes entry into the refrigerated "Fresh" pet food market. The Risk: We analyze the "Cost of Volume"how General Mills is sacrificing near-term margins and facing a 20% decline in adjusted operating profit to buy back market"
YouTube Link 2026-01-25T12:01Z [---] followers, [--] engagements

"Airbus (OTCMKTS: EADSY): 💸 $5.27B FCF Guidance vs. Engine Bottleneck Crisis Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Airbus SE (EADSY). The Risk: We analyze the critical engine bottleneck that has forced Airbus to store 32 completed aircraft ("gliders") and will likely persist into [----]. We detail the $117 Million to $234 Million Q4 tariff impact and the pressure of delivering unprecedented volume in the heavily backloaded final months of [----]. We examine the **A220 program"
YouTube Link 2025-12-14T13:34Z [---] followers, [--] engagements

"The Four Agreements: A Toltec Wisdom Book🛡 Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into The Four Agreements by Don Miguel Ruiz. The Risk: We analyze the internal parasite that drains energy and consists of the "Judge" and the "Victim." We detail the chaos of the "mitote" (a marketplace of screaming voices) that results from systemic infection via domestication. We stress the fundamental error: punishing yourself thousands of times for a single mistake. The Reward: We"
YouTube Link 2025-12-20T14:01Z [---] followers, [--] engagements

"Brad Jacobs: 🏆 Scaling Business Tech and Leadership Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the contrasting philosophies of Brad Jacobs and Morgan Housel. The Risk: We analyze Jacobs's "Zen Buddhist approach to debt" which while leveraging returns is a high-stakes bet that requires flawless execution to avoid the geopolitical shocks he improvises against. We detail Housel's warning against the "spotlight bias" where spending is driven by a desire to impress strangers"
YouTube Link 2025-12-27T13:01Z [---] followers, [--] engagements

"Ondas (ONDS): 💰 Autonomy Growth Networks Optionality and Valuation Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Ondas Holdings ticker ONDS. The Risk: We analyze the December [--] volatility caused by the 8-K filing revealing a 7.3 Million share dilution and a $56.6M to $60.5M non-cash accounting charge in Q4 [----]. We detail the extreme 119x EV/Revenue (trailing) valuation that is priced for perfection. We examine the massive integration risk of rolling up five"
YouTube Link 2025-12-17T14:01Z [---] followers, [--] engagements

"Market Wizards' Wisdom: Strategies for Trading Success (Book Analysis) Trading: 🧠 The Mental Edge & Asymmetric Risk vs. The Systematic Failure Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the book Market Wizards' Wisdom: Strategies for Trading Success. The Risk: We analyze the critical conflict: why Ego and lack of emotional discipline are the #1 reasons traders fail. We detail the Systematic Risk of overbetting (risking more than 2% per trade) and failing to define your **true"
YouTube Link 2025-11-29T12:30Z [---] followers, [--] engagements

"Howard Marks: 💡 AI TINA Effect & Unquantifiable Risk vs. Second-Level Thinking Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Howard Marks' thoughts on Artificial Intelligence. The Risk: We analyze the danger of First-Level Thinking in the AI sector where the TINA (There Is No Alternative) and FOMO (Fear of Missing Out) effects are driving valuations to unsustainable levels. We detail the Unquantifiable Risk inherent in the rapid unpredictable nature of the technology and the"
YouTube Link 2025-12-08T18:30Z [---] followers, [--] engagements

"Rekor Systems (NYSE: REKR): ⚠ Going Concern vs. 63% AI DaaS Margin Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Rekor Systems Inc. (REKR). The Risk: We analyze the explicit "going concern" warning in the Q3 [----] 10-Q the history of negative cash flow ($(20.582)M YTD 2025) and the litigation risk that drains cash. We examine the structural hurdle of procurement bureaucracy where states struggle to shift budgets from old hardware to new DaaS subscriptions. The Reward: We define"
YouTube Link 2025-11-17T18:37Z [---] followers, [---] engagements

"The AI Arsenal: 🛡 Rethinking Defense vs. The Rise of "Autonomous Mass" Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the "Silicon Valley War Council"the new Western defense doctrine. The Risk: We analyze the "Cone of Uncertainty" (Amodei) where the massive CapEx required for AGI creates an existential financial risk for Western defense firms. We detail the "Preemption Paradox" (Schmidt) warning that being even six months behind in the AI race could trigger a preemptive "bomb the data center""
YouTube Link 2026-01-12T13:29Z [---] followers, [--] engagements

"MAGS ETF: 📉 The $527 Billion AI Supercycle vs. The "Circular" Bubble Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the industrial base of the AI economy: the Magnificent Seven and the MAGS ETFanalyzing whether their pro-forma $22 trillion valuation is a sound engine or a fragile bubble fueled by circular financing. The Risk: We analyze the "True Multiple"why standard P/E ratios are deceptive and the adjusted earnings multiple is closer to 77x when accounting for massive CapEx and"
YouTube Link 2026-01-19T21:17Z [---] followers, [--] engagements

"Verizon (VZ): 📡 The $20 Billion "Full Reboot" vs. The AI Infrastructure Race Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the "Full Reboot" of Verizona company shifting from legacy network engineering to becoming the physical infrastructure of the AI economy. The Risk: We analyze the "Market Share Reckoning"Verizons 30% loss in market share over the last eight years and its fall from the #1 market cap position. We detail the "Capital Intensity" trap: can a company with $146.8 billion in unsecured"
YouTube Link 2026-01-19T23:51Z [---] followers, [--] engagements

"Booz Allen Hamilton (NYSE: BAH) Investigation: Is Dependence on Government Contracts a Fatal Risk Is BAH a "Risk First" stock Welcome to GRIFFONOMICS where we analyze Booz Allen Hamilton's growth story then intentionally tear it down by focusing on the major risks and challenges of federal dependence. This is the financial investigation you need before you buy. Video Chapters - Intro: The BAH Contradiction (110 Years of Tech) - The Core Business: National Security Tech Engine - The [----] Split: Insulating from Global Risks - The VELOCITY Mission: Speed as the Most Important Weapon - AI &"
YouTube Link 2025-10-29T23:07Z [---] followers, [---] engagements

"The Defense Industry Reset: 🚀 A $1.5 Trillion Budget vs. The Dividend & Buyback "Stick" Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the fundamental "Reset" of the American defense industrya dual-track strategy designed to prioritize the warfighter over Wall Street. The Risk: We analyze the aggressive regulatory "Stick"the January [----] Executive Order that bans dividends and stock buybacks for "underperforming" contractors like Lockheed Martin and RTX. We examine the $5 million executive pay"
YouTube Link 2026-01-14T12:02Z [---] followers, [--] engagements

"ServiceNow (NOW) Stock: 🚀 The "Rule of 50" Legend vs. The Agentic AI Era Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the "Agent of all Agents"ServiceNowanalyzing whether this software juggernaut can sustain its elite growth as it pivots to a high-stakes consumption model. The Risk: We analyze the "Seat Compression" threatthe fear that autonomous AI agents will eventually reduce the human workforce deflating the traditional SaaS license model. We detail the $7.75 billion Armis acquisition a"
YouTube Link 2026-01-21T12:01Z [---] followers, [--] engagements

"BlackSky (BKSY): 👁 Spectra AI Gen-3 Constellation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into BlackSky Technology (BKSY). The Risk: We analyze the Gen-3 deployment riskthe company is behind its schedule of six satellites in orbit by the end of [----]. We detail the U.S. budget volatility causing a $4 million revenue reduction in Q3 [----] due to NRO contract cuts. We examine the high execution pressure for the company to hit its 12-satellite baseline by the end of 2026 to"
YouTube Link 2025-12-13T22:59Z [---] followers, [--] engagements

"Venezuela Oil Blockade: ⚓ The $5B Ultimatum Shadow Fleet Seizures and the Chevron Trap Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the U.S. naval blockade of Venezuela. The Risk: We analyze the operational paralysis of the global shadow fleet following the seizure of the Skipper and its [--] million barrels of crude. We detail the [--] million idling barrels currently stuck in Venezuelan waters as illicit operators fear physical hull forfeiture. We examine the execution risk of maintaining a"
YouTube Link 2025-12-18T17:04Z [---] followers, [--] engagements

"MediWound (NYSE: MDWD): 🛡 $216M BARDA Floor vs. $831M Chronic Wound Ceiling Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into MediWound Ltd. (MDWD). The Risk: We assess the late-stage clinical risk of the pivotal EscharEx trial for the $2.5 Billion chronic wound TAM. We detail the need for a BARDA-funded U.S. backup facility due to the geographical risk of the current manufacturing site. We examine the commercial challenge of displacing the entrenched incumbent SANTYL despite"
YouTube Link 2025-12-02T14:01Z [---] followers, [--] engagements

"The Daily Stoic by Ryan Holiday: 🧠 Control Your Reaction & Memento Mori vs. The Life Hack Critique Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the book The Daily Stoic: [---] Meditations on Wisdom Perseverance and the Art of Living. The Risk: We analyze the philosophical divide detailing why critics call the book "pop psychology" and "life hacks" that dilute ancient wisdom. We examine the danger of focusing on external outcomes and ambition (which Stoics call a "trap") rather"
YouTube Link 2025-12-06T18:41Z [---] followers, [--] engagements

"Wall Street's [----] Outlook: ⚡ The Grid Supercycle vs. The AI Monetization Trap Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were dissecting the Wall Street Consensus for 2026a year defined by a massive pivot from "AI hype" to "AI reality." 🏦📈 The Risk: We define the [----] "Valuation Air Pocket" warned of by Bank of America noting that the market is now punishing companies that fail to show tangible ROI from their massive AI capex. 📉 We examine the physical bottleneck of the Grid Capacity Crisis where limited"
YouTube Link 2026-01-01T14:02Z [---] followers, [--] engagements

"Howard Marks: 🧠 Second-Level Thinking & Defensive Strategy vs. The Cycle Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the book Howard Marks' The Complete Collection. The Risk: We analyze the critical pitfall of consensus thinking detailing why "being right in a conventional way is no better than being wrong." We examine the risks inherent in The Cycle and how failing to gauge the market's "temperature" leads to aggressive risk-taking at the wrong time. We stress the importance"
YouTube Link 2025-12-01T20:34Z [---] followers, [--] engagements

"Salesforce (CRM) Stock: 🤖 The "Digital Labor" Pivot vs. The Death of DIY AI Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're unmasking the "Third Wave" of Salesforceanalyzing why Marc Benioff is betting the company on autonomous AI agents that don't just chat but actually do the work of human employees. The Risk: We analyze the "Monetization Lag"while Agentforce is exploding it still represents less than 3.5% of total revenue leaving a potential "air pocket" if core seat-based growth slows faster than AI"
YouTube Link 2026-01-21T14:01Z [---] followers, [--] engagements

"Oscar Health (OSCR): Earnings Preview The Subsidy Storm Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "moment of truth" transformation of Oscar Healthanalyzing why Mark Bertolini is "burning the ships" of subsidized growth to bet on a massive 28% price hike and whether the record +35% transaction surge is proof that the "Pirate Ship" is outrunning the "Spanish Galleons". The Risk: We analyze the "Adverse Selection Death Spiral"examining the catastrophic risk that a 28% premium jump combined with"
YouTube Link 2026-02-09T18:08Z [---] followers, [--] engagements

"Palantir (PLTR): 🚀 The "Rule of 127" Earnings Shock vs. The $7.2 Billion [----] Guide Palantir Q4 2025: Historic AI Growth and Market Dominance Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "historic" Q4 [----] performance of Palantir Technologiesanalyzing why Alex Karp is declaring an "N of 1" status after hitting a record Rule of [---] score and whether the massive 61% growth guide for [----] is a generational opportunity or a valuation trap. The Risk: We analyze the "Valuation Gravity"examining"
YouTube Link 2026-02-03T01:47Z [---] followers, [---] engagements

"JetBlue (JBLU): ✈ JetForward Strategy Premium Pivot Analysis JetBlue (JBLU) Stock: ✈ The Billion-Dollar Premium Bet vs. The "Supermajor" Squeeze Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes transformation of JetBlueanalyzing why this former "low-cost" hero is betting $950 million on domestic first class and lounges to survive in a world dominated by Delta and United. The Risk: We analyze the "Liquidity Tightrope"examining a heavy $8.5 billion to $9.4 billion debt load and a high"
YouTube Link 2026-01-29T12:00Z [---] followers, [--] engagements

"UiPath (NYSE: PATH): The AI Orchestration Engine Undervalued at 4.9x Revenue vs. The FY2027 Gamble Financial Investigations: The Truth Behind the Ticker. UiPath is executing its "second act" pivoting to a market-leading Agentic AI Orchestration Platform. The stock trades at an incredibly cheap 4.9x forward revenue multiple betting that the anticipated FY2027 revenue streams will justify the current valuation discount. We break down the financial acceleration (14% Revenue growth and 1500 bps Op Margin jump) the technical moat of "Controlled Agency" and the core risk:"
YouTube Link 2025-11-12T14:23Z [---] followers, [---] engagements

"TransMedics (NYSE: TMDX): 🚨 Mafia-Style Allegations vs. 36% Growth & $605M Guidance Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into TransMedics Group Inc. (TMDX). The Risk: We detail the Scorpion Capital allegations of "Mafia-Style' extortion" and "coercive tying" based on exploiting a Medicare reimbursement loophole for logistics. We analyze the securities class action lawsuit the confirmed material internal control weakness and the severe threat of **Normothermic Regional"
YouTube Link 2025-11-26T13:00Z [---] followers, [--] engagements

"ExxonMobil (XOM): 🔬 "Molecule Management" Pivot vs. The $20B Annual Buyback ExxonMobil Q4 2025: Technology-Driven Growth and Strategic Transformation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Radical Transformation" of ExxonMobilanalyzing why the world's most integrated energy giant is shifting from a traditional oil major to a high-margin "technology-led manufacturing company". The Risk: We analyze the "Energy Abundance Trap"examining the structural risk of technology-driven oversupply"
YouTube Link 2026-02-02T13:00Z [---] followers, [--] engagements

"BigBear.ai (NYSE: BBAI) Stock: $715M War Chest vs. 20% Revenue Collapse BigBear.ai (BBAI) Stock: $715M War Chest vs. 20% Revenue Collapse Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into BigBear.ai Holdings Inc. (BBAI). The Risk: We analyze the 20% Revenue Decline and the swing to negative $(9.4)M Adjusted EBITDA caused by Army contract disruption and a 44% SG&A surge. We detail the structural weaknesses: 22.4% Gross Margin (vs. 70%+ software peers) the $70.6M goodwill impairment"
YouTube Link 2025-11-16T13:28Z [---] followers, [---] engagements

"Cipher (NYSE: CIFR) Stock: 🚀 $8.5B Contract Backlog vs. $1.73B Debt Clock Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Cipher Mining Inc. (CIFR). The Risk: We analyze the high financial cost of the capacity buildout citing the $1.733 Billion total senior secured debt raised in November [----] which carries a 7.125% fixed interest obligation. We detail the structural threat of Bitcoin price volatility (which drove Q3 revenue) and the material weakness in internal controls that"
YouTube Link 2025-11-24T13:00Z [---] followers, [---] engagements

"AI Investment Thesis: 💰 $5T Buildout vs. The Power Bottleneck Crisis Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the Artificial Intelligence (AI) investment landscape framing it as a physical capital-intensive revolution. The Risk: We analyze the critical power bottleneck where U.S. data centers are projected to consume 12% of the nation's total electricity by 2028. We detail the Michael Burry critique that Hyperscalers are understating depreciation by extending the "useful"
YouTube Link 2025-11-30T02:05Z [---] followers, [--] engagements

"Hims & Hers (HIMS): 📉 The $49 Weight Loss Pill Implosion vs. The DOJ Investigation Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Crucible Moment" transformation of Hims & Hersanalyzing why Andrew Dudum is "burning the ships" of safe compounding to bet on a $49 Wegovy knockoff and whether the landmark DOJ referral is the "winter" that finally freezes this high-growth empire. The Risk: We analyze the "Mass Compounding Trap"examining how the resolution of the FDA semaglutide shortage has legally"
YouTube Link 2026-02-09T19:55Z [---] followers, [--] engagements

"Amazon (AMZN) Stock: ☁ The $200 Billion "Agentic AI" Gamble vs. Negative Free Cash Flow Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the most aggressive capital pivot in Amazon's historyanalyzing why Andy Jassy is "burning the ships" of short-term cash flow to build a $200 billion AI fortress and whether the AWS backlog is enough to protect your portfolio from a [----] meltdown. The Risk: We analyze the "Free Cash Flow Cliff"examining why analysts expect Amazon to dip into the red for the first time"
YouTube Link 2026-02-09T18:45Z [---] followers, [---] engagements

"Vodafone (VOD) Stock: 📉 The $4.4B Cash Burn Crisis vs. The "Post-Surgery" Turnaround Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the massive transformation of Vodafoneanalyzing why this telecom titan had to "amputate" its operations in Spain and Italy just to survive and whether its new dividend hike is a sign of strength or a desperate move to keep investors from fleeing. The Risk: We analyze the "Cash Flow Trap"examining a staggering $4.45 billion negative free cash flow in H1 FY26 that"
YouTube Link 2026-02-05T17:16Z [---] followers, [--] engagements

"Algorhythm Holdings (RIME): 🎤 Karaoke to Cargos Desperate AI Gamble vs. The Death Spiral The Algorhythm Pivot: RIMEs AI Logistics Evolution Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking one of the most extreme pivots in micro-cap historyanalyzing why Algorhythm Holdings is "burning the ships" of its legacy karaoke business to bet everything on AI-driven logistics and whether its 1273% revenue surge is a miracle or a mirage. The Risk: We analyze the "Death Spiral"examining the toxic financing"
YouTube Link 2026-02-02T18:43Z [---] followers, [--] engagements

"Verizon (VZ): 📶 [----] Resilient Growth Strategy and Fiscal Performance Verizon (VZ) Stock: 📶 The "Frontier" Growth Engine vs. The $5 Billion OpEx War Chest Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "strategic turnaround" of Verizonanalyzing why new CEO Dan Schulman is "burning the ships" of old pricing models to bet the entire house on a massive fiber-mobile convergence strategy. The Risk: We analyze the "Integration Hurdle"examining the daunting operational complexity of absorbing Frontier"
YouTube Link 2026-01-30T16:26Z [---] followers, [--] engagements

"Appian (NYSE: APPN): ⚖ $2B Lawsuit Risk vs. 88% Margin AI Pivot Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Appian Corporation (APPN). The Risk: We analyze the existential uncertainty of the $2.036 billion Pegasystems litigation now in the Supreme Court of Virginia. We detail the pressure of the high-interest debt maturity of $231.563 million due in [----] and the intense competition from giants like Microsoft and Salesforce in the low-code market. The Reward: We define the"
YouTube Link 2025-12-08T13:00Z [---] followers, [--] engagements

"XPO (NYSE: XPO): 🤯 40%+ Margin Leverage vs. $35M Litigation Charge Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into XPO Inc. (XPO). The Risk: We analyze the persistent soft freight environment and the pressure to close the 11-percentage point yield gap with best-in-class LTL peers. We detail the unquantifiable risk of the historical insurance contribution litigation where potential losses are "not reasonably estimable". We examine the **$35 Million environmental and product"
YouTube Link 2025-11-29T13:00Z [---] followers, [--] engagements

"UiPath (PATH) Stock: 🧠 The "Billion-Dollar" Agentic AI Pivot vs. The "Brawn" of RPA Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the high-stakes transformation of UiPathanalyzing why founder Daniel Dines returned as CEO to "break glass" and pivot the company from simple bots to an autonomous "Agentic Operating System". The Risk: We analyze the "Hyperscaler Threat"examining the existential risk posed by Microsoft Power Automate and Salesforce Agentforce as they bundle automation into their massive"
YouTube Link 2026-01-26T19:05Z [---] followers, [---] engagements

"PepsiCo (PEP): 🍿 The $10 Billion "Ozempic" Pivot vs. The North American Volume Wall PepsiCo Q4 [----] Earnings: Affordability Innovation and Growth Strategy Video Description Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "surgical" transformation of PepsiCoanalyzing why Ramon Laguarta is "killing the zombies" of 20% of his product line to fund a massive turnaround and whether the $10 billion share buyback is a visionary floor or a desperate attempt to hide stagnant growth. The Risk: We"
YouTube Link 2026-02-04T16:10Z [---] followers, [--] engagements

"Tesla (TSLA): The [----] Pivot to Robotics and AI Abundance Tesla (TSLA) Stock: 🏎 "Burn the Ships" Pivot vs. The $20B Physical AI Gamble Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the most radical strategic shift in Teslas historyanalyzing why Elon Musk is officially "burning the ships" killing off the flagship Model S and X to bet the entire company on a future of humanoid robots and autonomous "Cybercabs". The Risk: We analyze the "Fundamental Fracture"examining Teslas first-ever annual revenue"
YouTube Link 2026-01-29T19:31Z [---] followers, [---] engagements

"Dividend Portfolio Masterclass: 📈 The Core-Satellite Strategy for [----] Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're building the ultimate "Patience Portfolio" using the Core-Satellite frameworkanalyzing why consistent dividend growers are the only reliable anchor for long-term wealth. The Risk: We analyze the "90/90/90" trapwhy 90% of new traders lose 90% of their capital in [--] daysand the 80% failure rate of retail accounts trading complex derivatives. We detail the danger of "Sucker Yields" using the"
YouTube Link 2026-01-30T12:00Z [---] followers, [--] engagements

"Innodata (NYSE: INOD): ⚠ 58% Single-Customer Risk vs. 45%+ Hypergrowth Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Innodata Inc. (INOD). The Risk: We analyze the existential risk of extreme customer concentration where 58% of Q2 [----] revenue comes from one single customer whose contracts are terminable on short notice (30 to [--] days). We detail the high short interest (around 15% of the float) the premium valuation (42.3x forward P/E) and the long-term threat of"
YouTube Link 2025-12-07T13:00Z [---] followers, [---] engagements

"Copart (NYSE: CPRT): 🌎 Dual Moat Compounder vs. DOJ & AV Risk Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Copart Inc. (CPRT)The Junkyard Dog Compounder. The Risk: We analyze the long-term existential threat of Level 4/5 AV adoption drastically reducing salvage supply and the immediate legal pressure from the DOJ money laundering investigation threatening global buyer participation. We examine the structural risk of environmental scrutiny that limits the expansion of their"
YouTube Link 2025-11-20T16:00Z [---] followers, [---] engagements

"Microsoft (MSFT) Stock: 🏭 The $37 Billion AI Factory Gamble vs. The OpenAI Concentration Trap Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the industrial transformation of Microsoftanalyzing why Satya Nadella is "burning the ships" of high-margin software to build a capital-intensive token factory and whether the massive Q2 FY26 earnings beat is a "gift" or a warning sign for investors. The Risk: We analyze the "OpenAI Anchor"examining the shocking disclosure that 45% of Microsofts $625 billion"
YouTube Link 2026-02-03T12:00Z [---] followers, [---] engagements

"Smurfit Westrock (SW): 📦 The "Value Over Volume" Pivot vs. The $14 Billion Cash Harvest Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Optimization" transformation of Smurfit Westrockanalyzing why Tony Smurfit is "burning the ships" of unprofitable volume to build a high-margin packaging fortress and whether the massive $14 billion cumulative free cash flow target is enough to protect your portfolio from a cyclical slowdown. The Risk: We analyze the "North American Execution Wall"examining"
YouTube Link 2026-02-12T15:48Z [---] followers, [--] engagements

"Carrier Global (CARR): 🌬 The Data Center Hypergrowth vs. The Residential Slump Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Compute" transformation of Carrieranalyzing why David Gitlin is "burning the ships" of legacy Fire & Security to bet on the thermal backbone of AI data centers and whether a record $1 billion in data center sales is enough to freeze the bleeding in North American residential markets. The Risk: We analyze the "Residential Cliff"examining the catastrophic 38% volume"
YouTube Link 2026-02-10T13:00Z [---] followers, [--] engagements

"AI Investment Thesis: 💰 $293B Depreciation Time Bomb vs. The Physical Wall Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into the state of the AI ecosystem and the radical industrialization of Big Tech. The Risk: We analyze the violent collision between "Infinite" software ambitions and "Finite" physical realities. We detail the $293 Billion depreciation time bomb where Hyperscalers (Oracle/Meta) are quietly doubling the "useful life" of AI chips on their books to artificially boost earnings."
YouTube Link 2026-01-20T13:00Z [---] followers, [--] engagements

"S&P Global (SPGI): 🏛 The Global "Information Utility" Pivot vs. The Q4 Earnings "Gift" Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Interoperability" transformation of S&P Globalanalyzing why Douglas Peterson is "burning the ships" of lower-margin mobility to build a pure-play financial intelligence powerhouse and whether the massive $8.2 trillion maturity wall is proof that the "Information Utility" is the ultimate compounding engine. The Risk: We analyze the "AI Deflation Wall"examining the"
YouTube Link 2026-02-12T18:57Z [---] followers, [---] engagements

"GOGO (NYSE: GOGO): The $833M Debt High-Wire Act Will 67% EPS Growth Triumph Over the $1B Lawsuit Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Gogo Inc. (GOGO). The Risk: We analyze the $833 million debt load and 3.1x leverage ratio requiring flawless execution to avoid operational strain. We detail the $1 billion antitrust/patent lawsuit from SmartSky Networks the existence of "material weaknesses" in financial controls and the threat of single-source supplier delays. The"
YouTube Link 2025-11-15T15:18Z [---] followers, [---] engagements

"Amentum (AMTM) Stock: ☢ The $47 Billion Infrastructure Bet vs. The Cash Flow Timing Issue Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the "Pure-Play" transformation of Amentumanalyzing why John Heller is "burning the ships" of hardware manufacturing to bet on a $47 billion high-tech backlog and whether the "Second Nuclear Renaissance" is enough to protect your portfolio from transitory cash flow volatility. The Risk: We analyze the "Transitory Cash Drain"examining the catastrophic negative"
YouTube Link 2026-02-11T15:00Z [---] followers, [---] engagements

"Prologis (NYSE: PLD): The $15B Blue Side Pivot $900M Hidden NOI and the A-Rated Fortress Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today we're diving into Prologis Inc. (PLD). The Risk: We analyze the interest rate pressure causing valuation risk the $742M YTD net interest expense and policy uncertainty that causes macro leasing deferrals. We examine the impact of the premium 27.9x P/AFO multiple that demands flawless growth. The Reward: We define PLD's moat: [---] Billion sq ft of irreplaceable logistics"
YouTube Link 2025-11-13T16:30Z [---] followers, [--] engagements

"TransAlta (TAC) Stock: ⚡ Turning Old Coal into AI Infrastructure vs. The "Silicon Prairie" Gamble Welcome back to Griffonomics where we conduct financial investigations to define the risk before we look at the reward. Today were unmasking the transformation of TransAltaanalyzing why this 114-year-old utility is repurposing its "legacy liabilities" into the critical power infrastructure for the AI data center boom. The Risk: We analyze the "Regulatory Wild Card"the standoff between Albertas provincial interests and the federal Clean Electricity Regulations (CER) that could threaten the"
YouTube Link 2026-01-25T17:45Z [---] followers, [---] engagements

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