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

[Justine Moore @venturetwins]

A guy’s DoorDash driver dropped his Taco Bell at the wrong house.

He couldn’t get the AI assistant to offer a refund - but he did get it to write both a sad poem and a legal complaint against itself.

Incredible work from u/brightonkilgore 😂

[Cory Johnson ⚡️ @CoryTV]

@Kelvorn0 @tbpn @dee_bosa Preach!

[Cory Johnson ⚡️ @CoryTV]

AAOI guided Q3 revenue to $255-290M, up 130% YoY at the midpoint, then watched its stock close down 3.4%. Here's the disconnect:
https://t.co/PGelGIS1sb
$AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

[Cory Johnson ⚡️ @CoryTV]

The Day The Robots Won: will non-human internet traffic really be 1000x that of humans in four years?
https://t.co/Z5hLGjP2mV
$NET 🎙️ @DrillDownPod #DrillDownEarnings #Cloudflare

[Cory Johnson ⚡️ @CoryTV]

A rough year, another leg down on the print, and HubSpot still guided to 21% operating margins with 2-3 more points in 2027. Our read:
https://t.co/WjqjK6LTUj
$HUBS 🎙️ @DrillDownPod #DrillDownEarnings #HubSpot

[Cory Johnson ⚡️ @CoryTV]

AAOI is sitting out first-generation CPO entirely. CFO Stefan Murry: "they love our laser. We just can't make enough of them." Sold out, or shut out?
https://t.co/Qo1bdlI0i7
$AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

[Cory Johnson ⚡️ @CoryTV]

Is this the day the robots took over? 51% of the traffic on Cloudflare's network is now non-human. Here's what that means to the company:
https://t.co/n5q9mMUPV1
$NET 🎙️ @DrillDownPod #DrillDownEarnings #Cloudflare

[Cory Johnson ⚡️ @CoryTV]

HubSpot added 7,000 net customers against a 9,000-10,000 plan, then cut the forward bar to 5,000-6,000. The stock sold off big. Here's the disconnect:
https://t.co/Ss8wxj4mFb
$HUBS 🎙️ @DrillDownPod #DrillDownEarnings #HubSpot

[Cory Johnson ⚡️ @CoryTV]

AAOI's 800G transceivers did $12.8M — up 10x YoY, more than doubling sequentially — and the CFO guides ~5x more in Q3. Which means...
https://t.co/a7Kq41Hrxm
$AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

[Cory Johnson ⚡️ @CoryTV]

Cloudflare's net retention hit 120%, up 6 points YoY, on a record 986 net new $100K+ customers. Market's verdict: +16% after hours. Land-and-expand, or AI budget froth?
https://t.co/WWIYXXQFRe
$NET 🎙️ @DrillDownPod #DrillDownEarnings #Cloudflare

[Cory Johnson ⚡️ @CoryTV]

HubSpot deliberately launched free agent trials and outcome-based pricing in April knowing it would slow deals. It did. The market punished it.
https://t.co/14vKexfXPp
$HUBS 🎙️ @DrillDownPod #DrillDownEarnings #HubSpot

[Cory Johnson ⚡️ @CoryTV]

Applied Optoelectronics posted record revenue of $191.9M, +86% YoY, with data center up 140%. The stock fell 3.4% on the day. Real inflection, or one good print?
https://t.co/Qo1bdlI0i7
$AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

[Cory Johnson ⚡️ @CoryTV]

51% of traffic on Cloudflare's network is now non-human, and Matthew Prince thinks it reaches 1,000x human traffic in five years. The full breakdown: [LINK]
https://t.co/n5q9mMUPV1
$NET 🎙️ @DrillDownPod #DrillDownEarnings #Cloudflare

[Cory Johnson ⚡️ @CoryTV]

HubSpot grew revenue 20% to $911.7M and expanded operating margin 3 points to 20.3%. The stock sold off hard anyway. Overreaction, or is the guide the real story?
https://t.co/Ss8wxj4mFb
$HUBS 🎙️ @DrillDownPod #DrillDownEarnings #HubSpot

[Cory Johnson ⚡️ @CoryTV]

@alyssakrejmas My regular NYC hideout.

[Cory Johnson ⚡️ @CoryTV]

I remember interviewing him and that book long ago in https://t.co/MCLtmxhQXW. Much talk of checkers!

He was one of one.

[Joe Weisenthal @TheStalwart]

VICTOR NIEDERHOFFER WILL BE MISSED

In today's newsletter, I wrote about the time I unexpectedly was put on the official agenda of one of his parties, and how I witnessed firsthand the incredibly devoted community had built in real life and online.

RIP to a true New Yorker.

[Cory Johnson ⚡️ @CoryTV]

@DougKass No pop. 📉 My guess is that management and other promoters thought they'd orchestrate a huge "beat" by renting out their data centers (indeed, the $2.2 billion AI Solutions revenues crushed the Street. My estimate was just $1.3 billion).

And yet Mr. Market yawned.

[Cory Johnson ⚡️ @CoryTV]

Palantir's US commercial sales hit $764M, up 150% Y/Y. Here's the one number that means the most:
https://t.co/sAfKsxfMdn
$PLTR 🎙️ @DrillDownPod #DrillDownEarnings #Palantir

[Cory Johnson ⚡️ @CoryTV]

Alex Karp called Palantir's quarter "otherworldly." Here's why we think that's ridiculous:
https://t.co/0DsX4XTxtQ
$PLTR 🎙️ @DrillDownPod #DrillDownEarnings #Palantir

[Cory Johnson ⚡️ @CoryTV]

Palantir's stock is down 19% this year on valuation worries. Then it posts 93% sales growth, a 155 Rule of 40 score, and jumps 12% after hours. Which number to should we watch?
https://t.co/B1qXp1X2pM
$PLTR 🎙️ @DrillDownPod #DrillDownEarnings #Palantir