The Drill Down

🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Oracle leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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 The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience

Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and how Rubrik is helping enterprises safely adopt generative AI.

Listen for a clear-eyed view of where cyber resilience is headed, how Rubrik plans to dominate the space, and what it means to win not just before—but after—the breach.

#CyberResilience #Rubrik #DataSecurity #BipulSinha #CyberRecovery #TheDrillDown #TechPodcast #AI #EnterpriseSecurity #RBRK #ZeroTrust #SaaS #Cybersecurity #IdentityResilience

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🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive

💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 performance. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Broadcom leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 performance with CEO Bipul Sinha. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Rubrik leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Mongodb leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MDB @Mongodb #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from CrowdStrike leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CRWD @CrowdStrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Hewlett Packard Enterprise leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantage in an AI-first world.

#ElasticSearch #GenAI #EnterpriseAI #VectorDatabase #CloudComputing #Observability #CyberSecurity #HybridCloud #ESTC #TechPodcast #AshKulkarni #AIInfrastructure #SearchPlatform #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson

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🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive

💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Dell Technologies leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#DELL @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

• Key financial highlights

• Strategic moves with insight into the industry

• Unfiltered information straight from Elastic leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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