Delta Investments Podcast
By Delta Investments
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Category: Investing
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Episodes: 30
Description
Deep dives into companies, pulling gems from published filings and Reports, sharing insights on publicly traded stocks. None of this information is Financial Advice. By listening you agree that you use the contents of this podcast at your own risk and that you are solely responsible for any investment decisions you make
deltainvestments.substack.com
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| Episode | Date |
|---|---|
|
Let's Talk about Blackberry's ($BB) Transformation
|
May 14, 2026 |
|
Can Oscar Health Transform the way we look at Healthcare?
|
May 01, 2026 |
|
Polymer Power: Lightwave Logic's AI Play
|
Apr 26, 2026 |
|
From Seabed Mapping to Mine Countermeasures: Kraken Robotics ($KRKNF) Is Changing the Game!
|
Apr 20, 2026 |
|
Ericsson's ($ERIC) AI-Native Pivot - A Risky Gamble?
|
Apr 12, 2026 |
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The Dramatic Transformation of Ondas ($ONDS)
|
Apr 01, 2026 |
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POET Technologies: A "Pure Play" AI Hardware Company Redefining Connectivity
|
Mar 24, 2026 |
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Robinhood ($HOOD) Act II: Why the next phase could be more transformational.
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Mar 19, 2026 |
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Navitas ($NVTS): The Bold Strategic Pivot to High-Power Semiconductors
|
Mar 15, 2026 |
|
Meet Embraer: The Brazilian Jetmaker that is sitting on $31.6 billion backlog.
|
Mar 11, 2026 |
|
How $OPEN is using AI to change the way we buy homes.
|
Mar 06, 2026 |
|
Podcast: Ouster’s Record Results and the Path to Profitability ($OUST)
|
Mar 03, 2026 |
|
Why the $HIMS pullback may be overblown
|
Feb 26, 2026 |
|
Sea Limited's ($SE)Next Steps: AI, Latin American Expansion, and Beyond
|
Feb 23, 2026 |
|
Intel’s Ascent: Why the "IDM 2.0" Gamble is Positioning a Titan for a Historic Comeback
|
Feb 17, 2026 |
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Aurora Innovation's Billion Dollar Driverless Gamble
|
Feb 12, 2026 |
|
Why Rambus ($RMBS) Plunged Despite Record AI Growth
|
Feb 06, 2026 |
|
How Nokia's ($NOK) Reinvention could play a key role in the AI race.
|
Jan 30, 2026 |
|
Satellogic ($SATL) vs Planet Labs ($PL): Let's discuss
|
Jan 26, 2026 |
|
Is This Superapp’s Profitability a Green Light for Investors?
|
Jan 16, 2026 |
|
Forging a New Path: Applied Digital’s Transition from Blockchain to AI Factories
|
Jan 09, 2026 |
|
Planet Labs (PL): An Investor's View from Above- Deep Dive
|
Jan 06, 2026 |
|
Micron Technology's Strategic Position in the AI-Driven Memory Upcycle
|
Jan 02, 2026 |
|
$ASTS: The High-Stakes Bet to Connect the Entire Planet from Space
|
Dec 26, 2025 |
|
How a SoFi is Redefining Finance (And What It Means for Investors)
|
Dec 19, 2025 |
|
What is behind the Oracle Pullback? Concern or Golden Opportunity?
|
Dec 14, 2025 |
|
Rocket Lab vs SpaceX- which is the better Space Play?
|
Dec 10, 2025 |
|
Amkor's Advanced Packaging and AI Bet is paying off.
|
Dec 08, 2025 |
|
DigitalOcean Pivots to AI to Fuel Next Wave of Growth
|
Dec 08, 2025 |
|
The Bullish Case for Credo ($CREDO) Technology
|
Dec 03, 2025 |