About this episode

Ava Cabot and Marcus Graham discuss the week's developments in the Cash Flow Memo, focusing on Nvidia and company restructurings.

The Cashflow Memo Capital Structure Week Nvidia confirmed the demand picture. Three companies restructured this week to monetize it. The Telltales Weekend Update. Ava Cabot and analyst Marcus Graham walk through what happened this week — and what’s coming next — across the 94 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 E2622. Chapter markers * 0:00 | Opening disclaimer * 0:15 | Cold open + the week’s throughline * 0:45 | Theme — Capital structure week (NextEra, Lantheus, FedEx) * 4:45 | Deep dive — Nvidia Q1 FY27 * 8:45 | Rapid-fire — CRM/SNOW pre-prints, Deere, BioNTech, Target/Walmart, Verizon/T-Mobile, Regeneron * 11:45 | Close + Consensus Watch + forward week * 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 cashflow desk. Ava: Quick note: the show is produced entirely with AI tools…

People in this episode

Hosts: Ava Cabot, Marcus Graham

Topics covered

• Capital structure
• Nvidia
• Company restructuring
• Cash flow analysis
• Market demand
• Investment insights

Mentioned in this episode

Organizations: Nvidia, NextEra, Lantheus, FedEx, CRM, SNOW, Deere, BioNTech, Target, Walmart

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