📊 Palantir just delivered a record-shattering Q3 2025 — revenue up 63%, Rule of 40 score at 114%, and AIP becoming the enterprise transformation engine.

CEO Alex Karp called this “possibly the best result a software company has ever produced.” In this episode, we explore:

• How Palantir’s AIP is closing massive deals in weeks

• Why the U.S. commercial and government sectors are both surging

• What makes the company’s model so powerful and scalable

• Karp’s unapologetic vision for tech, defense, and capitalism

🎧 Tune in to decode Palantir’s explosive quarter — and what it means for the future of AI-driven investing.

Tesla ไม่ใช่แค่บริษัทผลิตรถยนต์ไฟฟ้าอีกต่อไป!

ในงานประชุมผู้ถือหุ้นประจำปี 2025 อีลอน มัสก์ เปิดตัววิสัยทัศน์ใหม่เต็มรูปแบบ:

Tesla จะกลายเป็นผู้นำด้าน AI และหุ่นยนต์ระดับโลก พร้อมแผนสร้างมูลค่าบริษัทแตะ 8.5 ล้านล้านดอลลาร์

ใน Podcast ตอนนี้ เราสรุปประเด็นสำคัญ:

• หุ่นยนต์ Optimus จะกลายเป็นสินค้าหลักของ Tesla?

• Cybercab ที่ไม่มีพวงมาลัย ไม่มีเบรก พร้อมเริ่มผลิต

• ชิป AI5 และเครือข่าย Robotaxi

• แผนค่าตอบแทน Elon Musk มูลค่า 55,000 ล้านดอลลาร์

• ผลโหวตผู้ถือหุ้น และมุมมองธุรกิจปีต่อไป

🎙️ Know What You Are Investing

พวกเขาทำอะไร เติบโตยังไง และทำไมถึงสำคัญ

Alphabet’s third quarter of 2025 marks a defining moment in its AI-driven transformation.

In this episode, we decode how the company broke past the $100 billion revenue milestone, achieved 33% profit growth, and turned its long-term AI investments into measurable business performance.

Key highlights include:

• AI transforming Google Search with over 2 billion AI Overview users

• Google Cloud revenue up 34%, with operating margin rising to 23.7%

• YouTube’s twin-engine growth in ads and subscriptions surpassing 300 million paid users

• CapEx forecast lifted to $91–93 billion to build next-generation AI infrastructure

• Upcoming innovations: Gemini 3, Waymo expansion, and Willow quantum chip

🎧 Know What You Are Investing Podcast — Decode the world’s top companies.

What they do. How they grow. Why it matters.

ในงาน GTC เดือนตุลาคม 2025 ซีอีโอของ NVIDIA — เจนสัน หวง (Jensen Huang) ได้กล่าวสุนทรพจน์ครั้งสำคัญ

ที่สะท้อนอนาคตของโลกเทคโนโลยีและเศรษฐกิจยุคใหม่ ภายใต้หัวข้อ

“การปฏิวัติอุตสาหกรรมครั้งต่อไป — AI, Accelerated Computing และอนาคตของอเมริกา”

ตอนนี้ของ Know What You Are Investing Podcast จะพาคุณถอดรหัสสาระสำคัญจากเวที GTC:

• จุดเริ่มต้นของ ยุคใหม่แห่ง Accelerated Computing

• แนวคิด AI Factory และ “วงจรแห่งคุณค่า” ที่ขับเคลื่อนเศรษฐกิจใหม่

• การกลับมาของการผลิตในอเมริกา และนวัตกรรมระดับซิลิคอน

• พันธมิตรสำคัญอย่าง Nokia, Palantir, CrowdStrike, Foxconn

• และคลื่นลูกใหม่ของ AI เชิงกายภาพ (Physical AI) ที่จะเปลี่ยนโลกจริง

เตรียมพบกับการวิเคราะห์แบบเข้าใจง่าย แต่ลึกซึ้งสำหรับนักลงทุนและผู้ติดตามเทคโนโลยี

เพราะนี่คือ “ช่วงเวลาอะพอลโลครั้งใหม่ของอเมริกา” — และ NVIDIA คือผู้นำการเดินทางครั้งนี้

🎧 Know What You Are Investing — ถอดรหัสบริษัทชั้นนำของโลก

รู้ว่าเขาทำอะไร | เติบโตอย่างไร | และทำไมมันถึงสำคัญ

Tesla just reported its Q3 2025 results — and it’s a quarter packed with both execution and ambition. In this episode of Know What You Are Investing, we break down the numbers and the narrative.🔹 $28.1B in revenue, $4B free cash flow🔹 497,099 vehicles delivered — a new record🔹 Energy storage hits 12.5 GWh deployed🔹 $1.1B profit from Energy segment🔹 Robotaxi fleets pass 1 million miles🔹 AI infrastructure hits 81,000 H100 equivalents🔹 Tesla’s AI5 chip and Optimus humanoid plans revealedWe’ll explore why Tesla’s margin compressed, how it still grew cash, and what management’s outlook means for investors. From tariffs to tech, autonomy to energy — this episode decodes Tesla’s evolving business model.🎙️ Know What You Are Investing PodcastWhat they do. How they grow. Why it matters.

In this episode, we decode ASML Holding N.V.’s Q3 2025 earnings — the company at the heart of the global semiconductor industry.

ASML remains the only producer of EUV lithography machines, a monopoly powering the chips that drive the AI revolution.

We explore:

• 🔍 ASML’s Q3 financial highlights and profit margins

• 🚀 High-NA EUV and 3D integration — next-gen growth engines

• 🌏 How geopolitical risks and China export restrictions may impact 2026 outlook

• 💰 Valuation insights and long-term investor takeaways

🎙️ Know What You Are Investing Podcast

Decode the world’s top companies — what they do, how they grow, and why it matters.

In this episode of Know What You Are Investing Podcast, we decode TSMC’s Q3 2025 earnings — a quarter that exceeded expectations and reinforced its dominance in the global semiconductor market.

We break down:

• 💰 Financial results: $33.1B in revenue and 59.5% gross margin — both above guidance

• ⚙️ Technology mix: 3-nanometer and 5-nanometer nodes driving 74% of wafer revenue

• 🧠 AI megatrend: surging data-center and high-performance computing demand

• 🌍 Global expansion: progress in Arizona, Japan, and Germany fabs

• 📊 Analyst takeaways: bullish sentiment balanced against geopolitical and valuation risks

Hosted by Know What You Are Investing, where we decode the world’s top companies:

🔍 What they do

🚀 How they grow

📊 Why it matters

Stay informed. Invest smarter.

Salesforce delivered a strong Q2 FY26, beating expectations on revenue, margins, and cash flow. The company raised full-year guidance, signaling confidence in its AI-driven future.

In this episode of Know What You Are Investing, we break down:

• 🚀 Revenue growth to $10.24B and margin expansion

• 🤖 The rise of the Agentic Enterprise powered by Agentforce

• ☁️ Data Cloud momentum with 140% growth in customers

• 💵 A $20B buyback boost, bringing repurchase authorization to $50B

• ⚠️ Risks: marketing & commerce softness, UK/Japan deceleration, Informatica timing

Tune in for a balanced investor view on Salesforce’s next chapter.

NVIDIA’s Q2 FY2026 results are in — and they shattered expectations. Revenue surged 56% YoY to $46.7 billion, fueled by explosive demand for Data Center platforms, Blackwell adoption, and the global AI build-out.

But challenges remain: U.S.–China export restrictions hit billions in H20 sales, margins dipped slightly, and regulatory risks could shape NVIDIA’s future.

In this episode of Know What You Are Investing:

• 🚀 What drove NVIDIA’s record-breaking growth

• 📊 Key trends in AI, Blackwell, and Sovereign AI

• ⚠️ Risks from China, regulation, and competition

Stay tuned to decode the good, the bad, and what investors should watch next.

In this episode of Know What You Are Investing, we decode Palantir Technologies’ Q2 2025 earnings — a historic quarter with over $1 billion in revenue and 93% growth in the U.S. commercial segment.

🔍 What they do

Palantir builds mission-critical AI and data platforms for governments and enterprises — from defense to finance to healthcare.

🚀 How they grow

Q2 delivered record-breaking financials: 157 deals over $1M, $684M in new contract value, and the highest Rule of 40 score (94%) in enterprise software history.

📊 Why it matters

Palantir’s Artificial Intelligence Platform (AIP) is reshaping how software is built. We explore its impact on US government strategy, the defense industrial base, and blue-collar tech transformation.

🎯 Topics covered:

• Revenue surge & deal volume

• U.S. government & defense contracts

• AIP platform and ontology architecture

• Profitability, FCF, and share repurchase

• Palantir’s “warrior culture” and customer-led sales

• Analyst Q&A and 2025 outlook

📈 Whether you’re an investor, founder, or builder, this episode unpacks what makes Palantir a category-defining company in enterprise AI.

In this episode of Know What You Are Investing, we unpack AbbVie’s stellar second quarter of 2025. With total revenues surpassing $15.4B and strong performance in immunology, neuroscience, and oncology, AbbVie is showing investors a powerful vision beyond HUMIRA.

🔥 What’s Inside

🔹 Skyrizi and Rinvoq set to exceed $25B in 2025 combined sales

🔹 Neuroscience growth led by Vraylar, QULIPTA, and VYALEV

🔹 Oncology resilience and aesthetic segment headwinds

🔹 30+ business development deals including obesity, CAR-T, ADCs

🔹 Strategic investments in U.S. manufacturing & next-gen therapies

🔹 IRA updates and tariff outlook

🔹 Analyst Q&A highlights and Q3–Q4 guidance

🎯 Whether you’re an investor, analyst, or healthcare innovation enthusiast — this is your full breakdown of how AbbVie is engineering its next decade of growth.

🎙️ Know What You Are Investing Podcast

🔍 What they do

🚀 How they grow

📊 Why it matters

Amazon Q2 2025 Earnings Recap: AI, AWS, and Acceleration Ahead

🎧 In this episode of Know What You Are Investing, we decode Amazon’s impressive Q2 2025 performance:

📊 Key Highlights

• 💰 Revenue surged to $167.7B, up 12% YoY

• 🔥 Record-breaking Prime Day sales and delivery improvements

• ☁️ AWS grew to $30.9B with huge AI-driven demand and a $195B backlog

• 🧠 Massive CapEx in AI infrastructure, including Trainium2 and AgentCore

• 📦 Strategic growth in advertising, pharmacy, Kuiper, Alexa+, and Live Sports

🌎 From tariff uncertainty to macroeconomic pressures, we break down Amazon’s competitive edge, analyst Q&A, and what to watch for in the next quarter.

📈 Whether you’re a long-term investor, AI enthusiast, or AWS watcher — this episode reveals why Amazon’s not just keeping pace… it’s building the future.

👉 Don’t forget to subscribe for more deep dives from Know What You Are Investing

🔍 What they do

🚀 How they grow

📊 Why it matters

Apple Release Q3 2025 Earning on July 31,2025

📢 Welcome back to Know What You Are Investing Podcast!

In this episode, we unpack Apple’s Q3 2025 earnings — a quarter defined by AI acceleration, global growth, and impressive financial performance.

🍏 Key Highlights:

• Total Revenue: $94.04B (Up 9.6% YoY)

• EPS: $1.57 (Beating estimates)

• Record iPhone sales & Services revenue

• AI takes center stage with Apple Intelligence rollout

• Growth in China, India, South Asia, and the Middle East

• $27B returned to shareholders in buybacks and dividends

🤖 Apple Intelligence Goes Deep

Apple doubled down on AI — introducing over 20 AI features integrated across macOS, iOS, and iPadOS, including on-device models powered by Apple silicon. Apple is reimagining Siri, expanding visual and writing tools, and reinforcing privacy via Private Cloud Compute.

📈 Mac & Services Shine

M4 MacBook Air led a 15% YoY Mac growth, and Services hit $27.42B — an all-time record — with strong App Store and Cloud services momentum. Over 1B paid subscriptions now power Apple’s recurring revenue engine.

🌏 China & Emerging Markets Bounce Back

Revenue in Greater China grew 4% YoY, with iPhone strength and substantial Mac growth. Apple continues to diversify supply chains, shifting iPhone origin to India and ramping U.S. manufacturing.

⚖️ Tariffs & Risks Ahead

Despite macro headwinds and $1.1B in expected tariff impacts next quarter, Apple remains confident in its innovation and supply resilience.

🎧 Whether you’re an investor, tech follower, or Apple enthusiast — this breakdown gives you clarity on where the company is headed.

📌 Subscribe now and stay updated as we continue decoding the world’s top companies.

🔍 What they do

🚀 How they grow

📊 Why it matters

Welcome back to Know What You Are Investing — where we decode the world’s top companies. This week, we dive into Garmin’s standout performance in Q2 2025 and a record-setting 2024.

📊 Highlights:

• Record revenue: $1.81B in Q2 2025 (up 20% YoY)

• Operating income up 38% YoY to $472M

• Pro Forma EPS: $2.17 (+37% YoY)

• Every segment posted double-digit growth: Fitness, Outdoor, Aviation, Marine, and Auto OEM

• Geographic growth led by EMEA (+25%)

• 2025 guidance raised across revenue, EPS, and free cash flow

• MYLAPS acquisition expands into performance analytics

• Strong innovation pipeline: Forerunner 970, G5000 PRIME, GPSMAP 15x3, more

• Strategic insights on data center demand, Taiwan manufacturing risks, and global competition

💡 Why it matters:

Garmin is not just about GPS anymore. It’s a vertically integrated innovation engine, turning R&D into market leadership across sports, aviation, marine, and automotive. With subscription services growing and wearables hitting new highs, Garmin is positioning for long-term health-tech and mobility dominance.

🎧 Available now on Spotify, YouTube, and all podcast platforms.

🔍 What they do | 🚀 How they grow | 📊 Why it matters

#Garmin #GRMN #EarningsRecap #Smartwearables #TechStocks #KnowWhatYouAreInvesting

Meta Q2 2025 Earnings Recap 🎧

In this episode of Know What You Are Investing, we decode Meta’s Q2 earnings — and their all-in vision to lead in AI and superintelligence.

🚀 What we cover:

• $47.5B in Q2 revenue, 22% YoY growth

• EPS: $7.14, above expectations

• Meta AI surpasses 1B monthly active users

• New Meta Superintelligence Labs and “Prometheus” cluster

• $72B annual CapEx outlook: data centers, GPUs, compute scaling

• AI ad performance: +5% conversions on Instagram, +3% on Facebook

• WhatsApp and Threads ad rollout

• Open-source strategy and self-improving models

• Regulatory risks from EU’s LPA requirements

• Q3–Q4 revenue outlook, margin impacts, and 2026 headcount expansion

🧠 From smart glasses to foundation models, Meta is aiming to embed AI across everything. But can they sustain margin pressure and navigate rising regulation?

🔍 What they do | 🚀 How they grow | 📊 Why it matters

🎧 Subscribe now on Spotify, YouTube, or your favorite platform.

#Meta #METAQ225 #EarningsRecap #AIInfrastructure #Superintelligence #Zuckerberg #MetaAI #TechInvesting #KnowWhatYouAreInvesting

🚀 Microsoft Q4 2025 Earnings Recap

Earning Date : July 30,2025

In this episode of Know What You Are Investing, we break down how Microsoft ended FY25 with record highs and future-focused strategy:

📊 What you’ll learn:

• $76.4B in Q4 revenue and $3.65 EPS

• Microsoft Cloud surpasses $168B annual revenue

• Azure growth at 34%, with over 400 AI-first data centers

• Copilot adoption hits 100M+ monthly users

• Foundry agents, GitHub Copilot, and healthcare AI use cases

• Strategic CapEx of $24.2B and capacity constraints

• FY26 outlook: double-digit growth & $368B RPO

• Analyst Q&A highlights and macro risks

🧠 From software optimization to sovereign cloud and quantum investments — discover how Microsoft is shaping the future of AI infrastructure and enterprise platforms.

🔍 What they do | 🚀 How they grow | 📊 Why it matters

🎧 Subscribe for more in-depth breakdowns of world-changing companies.

#Microsoft #MSFT #Azure #Copilot #AIInfrastructure #EarningsRecap #TechStocks #InvestSmart #KnowWhatYouAreInvesting

In this episode of Know What You Are Investing, we break down Google’s Q2 2025 earnings — a quarter marked by bold AI investments, strong cloud growth, and evolving monetization strategies.

🎯 Key Highlights:

• 💰 Revenue surged to $96.4B, with Net Income up 19% to $28.2B

• 🔍 Google Search continues to dominate, boosted by AI Overviews and multimodal search

• 📺 YouTube Shorts now match in-stream ad revenue per watch hour in the U.S.

• ☁️ Google Cloud hits a $50B run-rate, with 32% YoY growth and expanded margins

• 🤖 Gemini AI now powers Search, Assistant, Workspace tools, and creator workflows

• 📈 CapEx outlook raised to $85B for 2025, signaling heavy investment in AI infrastructure

• ⚠️ Analysts ask: Will ROI match the scale of investment? How will depreciation impact margins?

We also cover management insights, analyst Q&A, future risks, and Google’s strategic position against OpenAI and the agentic AI future.

🔍 What they do

🚀 How they grow

📊 Why it matters

🎧 Available on Spotify, Apple Podcasts, and YouTube.

In this deep-dive episode of Know What You Are Investing, we decode Tesla’s Q2 2025 earnings and the company’s bold transition beyond EVs.

🔍 What they do

🚀 How they grow

📊 Why it matters

Here’s what we cover:

• Tesla’s strategic pivot from electric vehicles to AI, robotics, and services

• Launch of the Robotaxi service in Austin — fully autonomous and already expanding

• Financial breakdown: revenue declines, margin pressure, and heavy CapEx

• Optimus 3 humanoid design and production roadmap

• Tesla Energy hitting record gross profits — Powerwalls, Megapacks, and global deployments

• Major upgrades to AI training infrastructure with H200 GPUs and the upcoming AI5 chip

• Full Self-Driving update: v12 adoption, supervised vs. unsupervised rollout

• Q&A insights from analysts — funding concerns, customer education, and regulatory hurdles

• Elon Musk’s view on Tesla becoming the most valuable company in the world

If you’re an investor, technologist, or simply future-curious — this episode unpacks the boldest moves from Tesla’s most transformative quarter yet.

🎧 Subscribe now to Know What You Are Investing — where we decode the world’s top companies.

In this episode of Know What You Are Investing, we decode the Q2 2025 results from Taiwan Semiconductor Manufacturing Company (TSMC) — the global leader in advanced chip manufacturing.

Earning Release : July 17,2025

🔹 Revenue Beats & EPS Growth

TSMC posted $30.07 billion in revenue, smashing guidance and growing net income by 60.7% YoY, driven by booming AI and HPC demand. EPS came in at $2.47, beating estimates by $0.16.

🔹 Margin Challenges & FX Headwinds

Despite record results, TSMC faces gross margin pressure from overseas fab ramp-ups (Arizona, Kumamoto) and a strengthening NT dollar. Still, management remains confident in maintaining a long-term gross margin above 53%.

🔹 AI Monetization & Technology Leadership

We explore how AI is driving internal productivity and external demand — including tight supply for 3nm and 5nm nodes, rising interest in on-device AI, and the upcoming shift to 2nm and A16 nodes for next-gen AI acceleration.

🔹 Analyst Q&A & Strategic Insights

Get the inside scoop on analyst concerns, from capacity tightness to tariff risks and the ramp-up of U.S. fabs. Hear how TSMC is investing $165B in U.S. capacity, scaling CoWoS advanced packaging, and launching A14 by 2028.

🔹 Global Expansion Strategy

TSMC isn’t just expanding — it’s building a multi-continent leading-edge chip supply chain, with massive fabs planned across Taiwan, Japan, Germany, and the U.S.

🎙️ Whether you’re a semiconductor investor, AI analyst, or supply chain strategist, this episode gives you a front-row seat to the company powering the world’s digital future.

In this episode of Know What You Are Investing, we decode the key highlights from NVIDIA’s 2025 Annual Shareholder Meeting—packed with strategic visions from Jensen Huang, including “AI Factories” poised to reshape global infrastructure, 114% revenue growth, and CUDA-X emerging as the new foundation of accelerated computing.

We’ll dive into how NVIDIA is leading the shift from software to physical AI agents working alongside humans, explore upcoming investments in AI infrastructure, and address looming regulatory challenges.

🎧 Tune in to gain an investor’s perspective on where AI is heading next—and why it matters.