About this episode
The episode discusses recent financial updates from various companies including Micron, AMD, Palantir, and Disney.
The Cashflow Memo AI Is Finally Paying. The Question This Week Was How The Suppliers Got Paid. Micron’s 2026 memory is sold out, with customers writing prepayment checks for chips that don’t exist. AMD’s Q1 data center revenue was up 57% — but the strength was EPYC CPUs, not the OpenAI GPU deal, which contributed zero dollars to the quarter. Palantir printed an 85% revenue quarter at a Rule of 40 score of 145. And Disney’s first full quarter under D’Amaro printed streaming income up 88%. 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 . Hunt, Jason, and Mike are back Wednesday on episode 2620. Chapter markers * Time | Segment * 0:00 | Opening disclaimer * 0:15 | Cold open — throughline + E2619 callback + Mother’s Day * 1:30 | Theme — How the suppliers got paid (MU vs AMD compare/contrast) * 5:30 | Deep dive — Palantir * 9:30 | Rapid-fire — CRCL / DIS / UBER / ABNB + forward-week earnings * 13:00 | Close — Consensus Watch + Wednesday tease * 13:30 | Closing disclaimer Full transcript Opening…
People in this episode
Hosts: Ava Cabot, Marcus Graham
Topics covered
- Cashflow Memo
- supplier payments
- memory market
- data center revenue
- streaming income
- company earnings
Keywords
- cashflow
- Micron
- AMD
- Palantir
- Disney
- earnings
- streaming
- data center
- revenue
Mentioned in this episode
Organizations: Micron, AMD, Palantir, Disney, OpenAI, Cash Flow Memo, Telltales, Top Mark Capital, CRCL, UBER
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