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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 |
|---|---|
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How Axon Becomes the Next Mega Cap in the AI Economy
|
Oct 26, 2026 |
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Ondas Is Building the Next Anduril With 20 Acquisitions in 2 Years
|
Oct 19, 2026 |
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The Biggest Investing Opportunity of 2027 Is Hiding in Latin America
|
Oct 12, 2026 |
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Meta: 'Agentic AI Is Having a ChatGPT Moment'
|
Oct 05, 2026 |
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Micron: 'We Are Absolutely in a Bubble'
|
Sep 28, 2026 |
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SoFi: valued like tech, trades like a lender. The bottom of the cycle.
|
Sep 23, 2026 |
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Nebius (NBIS) is the software neocloud. Both hosts put it ahead of CoreWeave.
|
Sep 14, 2026 |
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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 |
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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 |