Cory Johnson ⚡️

The new S-1 shows @Anthropic did a LOT of deals in the last four weeks. I.e. in Google’s minimum went up $6.8 billion, to $121.3 billion. Separately, $ANT signed another $100.2 billion of commitments after Sept. 30, mostly data center leases and cloud hosting deals. $GOOG #TheQuietPeriod

Pouring over the $ANT S-1/a. Don't make too much of the return to "losses". They’re back to an operating loss, $567 million, mostly because they paid up for $5 billion of short-term compute and took a $2 billion charge for matching employee donations. @Anthropic #TheQuietPeriod

Lip-Bu Tan says Intel’s priority is supply to meet “extraordinary demand” for Xeon -- but lousy PC sales might rule this day. instagram.com/p/DfGRUrFMYtr/ $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

One number that tells you everything about Amazon.com's quarter 👇 instagram.com/p/DfGRGDwhCph/ $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

Intel's 14A 0.9 PDK just released, the near-final toolkit outside chip designers use to judge its fabs. And yet bad Client Computing print might be all that matters today. youtu.be/MDma9tGHwXc $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

Amazon’s Andy Jassy projects AWS growth “of over 40% both in 2027 and in 2028" is jaw-dropping at this scale. Here's our take: youtu.be/WD0kvqd3R6M $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

Here's one number that tells you all you need to know about Intel earnings: tiktok.com/@drilldownpod/vid… $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

Amazon's gamble on CapEx shows you just how great the AI opportunity appears to the hyperscalers. Here's our quick one-minute take: tiktok.com/@drilldownpod/vid… $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

Intel’s data center revenue rose 78% to $7.3B, its fastest growth in 15 years -- does it even matter in the face of lousy PC sales? youtu.be/MDma9tGHwXc $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

Amazon’s AWS grew 39% to $46.0B, its fastest pace in nearly five years. Shares fell 5% after hours. Peak acceleration, or a market fixated on capex? youtu.be/WD0kvqd3R6M $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

It's that time again. $ORCL #OracleAIWorld

I've had some calls. Don't make too much of the lockup section being blank in the $ANT filing -- it's pretty common at this early stage. #TheQuietPeriod

One of my big questions with @Anthropic: are existing customers spending more? Yes, substantially. As of September 30, 2026, Anthropic disclosed: * Approximately 900% net revenue retention. * More than 11,900 customers generating at least *$100,000 in trailing annual revenue, versus more than 950 a year earlier. * More than 1,900 customers above $1 million and approximately 250 above $10 million. #TheQuietPeriod #S1 solana:BTZK1B3pCoBDD1vy5e4bDBM4bwvvhkKUMTuKABkGWwGp:

I blame $GOOG for starting this trend. This crazy structure of non-voting shares has become extreme. solana:BTZK1B3pCoBDD1vy5e4bDBM4bwvvhkKUMTuKABkGWwGp #TheQuietPeriod

Founded in 2021 and now with $19.7 B in ttm sales? Can we just marvel at that for a moment? $ANT #TheQuietPeriod

A lovely tribute @JimCramer. And what a loss: cnbc.com/investingclub/2026/…

I'm plowing through the #Anthropic S-1 IPO filing and I'll be tweeting about " $ANT " all day. #TheQuietPeriod

One number that tells you everything about SpaceX's quarter 👇 instagram.com/p/Deu_WnJOGgx/ $SPCX 🎙️ @DrillDownPod #DrillDownEarnings #SpaceX

SpaceX added 1.6M Starlink consumer subscribers to reach 13.6M, but monthly ARPU fell to $69 from $83 a year ago. Volume story, or pricing pressure? youtu.be/Avn_-J_HNyo $SPCX 🎙️ @DrillDownPod #DrillDownEarnings #SpaceX