The Deep End: Stock and Earnings Analysis from Futurum Equities

By Futurum Equities | Shay Boloor and Brad Freeman

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Category: Investing

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Episodes: 12

Description

The Deep End is a weekly stock deep dive from Futurum Equities. Each Monday Shay Boloor and Brad Freeman take one company and work through what it actually does, what the latest quarter really said, and whether either of them would own it here. The verdicts often split, and the split is the show.

Most episodes close with a rapid fire pass through the earnings calendar for the week ahead. Past deep dives include Nebius, IREN, NVIDIA, Zscaler, AppLovin and CrowdStrike.

New episodes every Monday, so you know what to watch before the week trades.

Nothing on this show is investment advice. Shay discusses his own portfolio and his positions in the names covered. Brad gives his general view on each company and publishes his own paid research letter.

Watch on YouTube: https://www.youtube.com/@FuturumEquities


Episode Date
How Axon Becomes the Next Mega Cap in the AI Economy
Oct 26, 2026
Ondas Is Building the Next Anduril With 20 Acquisitions in 2 Years
Oct 19, 2026
The Biggest Investing Opportunity of 2027 Is Hiding in Latin America
Oct 12, 2026
Meta: 'Agentic AI Is Having a ChatGPT Moment'
Oct 05, 2026
Micron: 'We Are Absolutely in a Bubble'
Sep 28, 2026
SoFi: valued like tech, trades like a lender. The bottom of the cycle.
Sep 23, 2026
Nebius (NBIS) is the software neocloud. Both hosts put it ahead of CoreWeave.
Sep 14, 2026
IREN has absurd upside and absurd downside. Both hosts stepped aside.
Sep 08, 2026
Zscaler (ZS) at 40x earnings. The put up or shut up quarter.
Aug 31, 2026
NVIDIA (NVDA) at 18x earnings. The seventh wonder of the market.
Aug 24, 2026
AppLovin (APP) fell to 15x earnings. First crack or false alarm?
Aug 17, 2026
CrowdStrike (CRWD) at 110x cash flow. Earnings week: NBIS, HIMS, ASTS, RKLB, CBRS
Aug 10, 2026