Cory Johnson ⚡️

Man of many 🎩s. Investor and Epistrophy Capital Research Chief Market Strategist. Host of @DrillDownPod. Ex- @Business & @CNBC.

[Cory Johnson ⚡️ @CoryTV]

Can we say that Elon Musk has built one an extraordinary company. 🚀

And can we also say @SpaceX is not worth $1.75 trillion?

Here's what must go right for #SpaceX to ever be worth this #IPO price -- with the terrific @JulesHyman on @YahooFinance.

https://t.co/k30OEBAjzZ

@SpaceX @elonmusk #SpaceEconomy

[Cory Johnson ⚡️ @CoryTV]

A glance at the $FN results this week suggests weakness in $NVDA sales, but that's a mistaken interpretation.

In reality, all of @Fabrinet's customers are stepping up and the customer base for optical contract manufacturing (transceivers, NPO and even CPO) is getting more diverse.

Look at my fancy chart!👇

$AMZN $LITE $CSCO $NOK $COHR $CIEN 🔦

[Cory Johnson ⚡️ @CoryTV]

@BlessedSilvanus @DrillDownPod Agreed. What matters are the gigawatts that get built, not what gets announced.

Same is true of the semiconductor sales: companies like $NVTS announce "collaborations." Analog Devices announces sales.

[Cory Johnson ⚡️ @CoryTV]

A metric to remember from Analog Devices Q3 call: every gigawat of datacenter buildout results in $1B-1.5B of ANALOG semiconductor content.
https://t.co/COhWgtgEDz
$ADI 🎙️ @DrillDownPod #DrillDownEarnings #Analog Devices

[Cory Johnson ⚡️ @CoryTV]

ADI says OCS revenue roughly doubles this year, same again targeted for 2027. It doesn't sell the optical switch, only the control silicon around it. Our take:
https://t.co/XuI8rOrsHz
$ADI 🎙️ @DrillDownPod #DrillDownEarnings #Analog Devices

[Cory Johnson ⚡️ @CoryTV]

A defence semiconductor stock is emerging: Industrial, ADI's largest segment, grew 53% to $1.97 billion led by ATE and defense. Our take:
https://t.co/T22BQrDik7
$ADI 🎙️ @DrillDownPod #DrillDownEarnings #Analog Devices

[Cory Johnson ⚡️ @CoryTV]

Analog Devices just posted its first $4 billion quarter, revenue up 40%, with data center and, wait for it, OPTICAL growing over 100%.
https://t.co/XuI8rOrsHz
$ADI 🎙️ @DrillDownPod #DrillDownEarnings #Analog Devices

[Cory Johnson ⚡️ @CoryTV]

@blondesnmoney Well done.

[Cory Johnson ⚡️ @CoryTV]

@blondesnmoney This list captures the moment. Curious: why no optical or nuclear/power names? And no $ORCL?

[Cory Johnson ⚡️ @CoryTV]

@PharmakoiBoy When Captain Angry was Captain Bliss.

[Cory Johnson ⚡️ @CoryTV]

Fabrinet closed FY26 with record Q4 revenue of $1.316B, up 45% YoY and past the top of guidance. Here's my biased report:
https://t.co/u8vvCk9QZv
$FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet

[Cory Johnson ⚡️ @CoryTV]

@KatieS With glasses and watches? Absolutely.

[Cory Johnson ⚡️ @CoryTV]

Fabrinet doubling its Silicon Valley footprint with a 130,000 sq ft Santa Clara campus, and moving new programs to Thailand. Is this prep for more Trump optical import restrictions?
https://t.co/Lf9L5MFlhC
$FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet

[Cory Johnson ⚡️ @CoryTV]

A completely biased one-minute on $FN, an optical stock that's up 82% in the last yearl... so far!
https://t.co/c5mjx6VqTY
$FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet

[Cory Johnson ⚡️ @CoryTV]

Fabrinet exited Q4 at a $5.3B revenue run rate and says it has land and plans to reach $12.5–14B. Building 10 alone adds $3–3.5B.
https://t.co/Lf9L5MFlhC
$FN 🎙️ @DrillDownPod #DrillDownEarnings #Fabrinet

[Cory Johnson ⚡️ @CoryTV]

Applied Materials just posted the fastest sequential revenue growth in its history — $9.12B, up 15% QoQ — and shares fell 5% after hours. Peak cycle, or peak skepticism?
https://t.co/m3LDTY6RZP
$AMAT 🎙️ @DrillDownPod #DrillDownEarnings #Applied Materials

[Cory Johnson ⚡️ @CoryTV]

Applied Materials' services arm hit a 30.1% operating margin, with 37,000+ tool modules in customer fabs feeding its AIx software. Here's what's driving that:
https://t.co/gZtMdAwzMX
$AMAT 🎙️ @DrillDownPod #DrillDownEarnings #Applied Materials

[Cory Johnson ⚡️ @CoryTV]

Applied Materials is up 181% over the past year. A record quarter and a raised CY26 outlook still drew a 5% after-hours drop. Is 2027 already in the print?
https://t.co/XfC1oHcS0L
$AMAT 🎙️ @DrillDownPod #DrillDownEarnings #Applied Materials

[Cory Johnson ⚡️ @CoryTV]

Applied Materials guided Q4 to $10.25B after customers announced more than 10 new fab projects in the quarter. Doesn't look like a slowdown from here:
https://t.co/gZtMdAwzMX
$AMAT 🎙️ @DrillDownPod #DrillDownEarnings #Applied Materials

[Cory Johnson ⚡️ @CoryTV]

Cisco networking orders rose 40% y/y — the eighth straight double-digit quarter. Stock down 4%, up 74% on the year. Real supercycle, or a pull-forward?
https://t.co/k5Z7hO58CI
$CSCO 🎙️ @DrillDownPod #DrillDownEarnings #Cisco

[Cory Johnson ⚡️ @CoryTV]

Coherent says its backlog is booked through the end of calendar 2027, with customers now placing orders into 2028. Up 200%+ in a year — priced for certainty, or still room to run?
https://t.co/NSANAtAH51
$COHR 🎙️ @DrillDownPod #DrillDownEarnings #Coherent