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Delta Investments Podcast

Author: Delta Investments

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Description

Deep dives into companies, pulling gems from published filings and Reports, sharing insights on publicly traded stocks. None of this information is Financial Advice. By listening you agree that you use the contents of this podcast at your own risk and that you are solely responsible for any investment decisions you make

deltainvestments.substack.com
17 Episodes
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Intel’s Ascent: Why the "IDM 2.0" Gamble is Positioning a Titan for a Historic Comeback

Intel’s Ascent: Why the "IDM 2.0" Gamble is Positioning a Titan for a Historic Comeback

2026-02-1727:46

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Aurora Innovation's Billion Dollar Driverless Gamble

Aurora Innovation's Billion Dollar Driverless Gamble

2026-02-1230:20

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Why Rambus ($RMBS) Plunged Despite Record AI Growth

Why Rambus ($RMBS) Plunged Despite Record AI Growth

2026-02-0633:34

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How Nokia's ($NOK) Reinvention could play a key role in the AI race.

How Nokia's ($NOK) Reinvention could play a key role in the AI race.

2026-01-3034:51

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Satellogic ($SATL) vs Planet Labs ($PL): Let's discuss

Satellogic ($SATL) vs Planet Labs ($PL): Let's discuss

2026-01-2638:50

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Netflix's Playbook:A $82 Billion Transformation

Netflix's Playbook:A $82 Billion Transformation

2026-01-2125:35

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Is This Superapp’s Profitability a Green Light for Investors?

Is This Superapp’s Profitability a Green Light for Investors?

2026-01-1638:58

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Forging a New Path: Applied Digital’s Transition from Blockchain to AI Factories

Forging a New Path: Applied Digital’s Transition from Blockchain to AI Factories

2026-01-0930:16

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Planet Labs (PL): An Investor's View from Above- Deep Dive

Planet Labs (PL): An Investor's View from Above- Deep Dive

2026-01-0628:12

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Micron Technology's Strategic Position in the AI-Driven Memory Upcycle

Micron Technology's Strategic Position in the AI-Driven Memory Upcycle

2026-01-0214:30

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$ASTS: The High-Stakes Bet to Connect the Entire Planet from Space

$ASTS: The High-Stakes Bet to Connect the Entire Planet from Space

2025-12-2613:24

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How a SoFi is Redefining Finance (And What It Means for Investors)

How a SoFi is Redefining Finance (And What It Means for Investors)

2025-12-1912:12

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What is behind the Oracle Pullback? Concern or Golden Opportunity?

What is behind the Oracle Pullback? Concern or Golden Opportunity?

2025-12-1430:34

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Rocket Lab vs SpaceX- which is the better Space Play?

Rocket Lab vs SpaceX- which is the better Space Play?

2025-12-1031:27

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Amkor's Advanced Packaging and AI Bet is paying off.

Amkor's Advanced Packaging and AI Bet is paying off.

2025-12-0835:17

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DigitalOcean Pivots to AI to Fuel Next Wave of Growth

DigitalOcean Pivots to AI to Fuel Next Wave of Growth

2025-12-0813:42

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The Bullish Case for Credo ($CREDO) Technology

The Bullish Case for Credo ($CREDO) Technology

2025-12-0316:06

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