About this episode
Ava Cabot and analyst Marcus Graham discuss recent financial performances of major tech companies and their implications.
The Cashflow Memo Apple, Meta, Microsoft, Alphabet, and Amazon all printed in 48 hours. Same capex cycle, three different cloud margin stories — and Apple and Meta both quietly repositioned the balance sheet. The Telltales Weekend Update. Ava Cabot and analyst Marcus Graham walk through what happened this week — and what’s coming next — across the 86 companies in the Cash Flow Memo. About 13 minutes. No filler. Download the memo at telltales.us . Mike, Jason, and Hunt are back Wednesday on episode 2619. Chapter markers * Time | Segment * 0:00 | Opening disclaimer * 0:15 | Cold open * 0:45 | Theme — capital cycle resets (AAPL, META) * 4:45 | Deep dive — hyperscaler cloud face-off (AMZN, MSFT, GOOGL) * 8:45 | Rapid-fire (OXY, DIS, PLTR, CVS, MCD) * 11:45 | Close * 12:30 | Closing disclaimer Full transcript Opening disclaimer Ava: The following conversation is intended for informational purposes only. You should always do your own work to determine if an investment is suitable for you. Cold open Ava: You’re listening to the Telltales Weekend Update. I’m Ava Cabot. Marcus: And I’m Marcus Graham, the analyst on the show. Every beat you hear from me is anchored in a number from the…
People in this episode
Host: Ava Cabot
Guest: Marcus Graham
Topics covered
- capital cycle resets
- cloud margin stories
- financial analysis
- investment insights
- company performance
Keywords
- cash flow
- investment
- tech companies
- financial analysis
- cloud computing
Mentioned in this episode
Organizations: Apple, Meta, Microsoft, Alphabet, Amazon, Cash Flow Memo, Telltales, Top Mark Capital
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