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Nike Earnings Prep: Trailing in the 4th Quarter
Nike’s story has always been about getting bigger, relentlessly, every cycle.
Jun 30
•
Steve
and
Revelata Inc.
DRI Earnings: Nothing Unlimited Pasta and Breadsticks Can't Solve.
Darden Restaurants reports its fiscal fourth-quarter and full-year results on Thursday before the market opens.
Jun 22
•
Steve
and
Revelata Inc.
Cracker Barrel Q3 Earnings Prep: Undoing the Damage
Cracker Barrel trades on familiarity: the image of a rocking chair on a porch and the familiarity that travelers seek when pulling off the interstate.
Jun 8
•
Revelata Inc.
Hey Claude: Is Google Undervalued?
Assessing the practical state of AI for everyday investors
Jun 3
•
Steve
and
Revelata Inc.
May 2026
Costco Q3 Earnings Prep: Focus on the US Engine
Costco’s story has always been the membership flywheel: pay $65 a year, fill a pallet-sized cart, come back every other week, renew at the highest rate…
May 27
•
Revelata Inc.
and
CK Lin
1
American Eagle Q1 FY26 Earnings Prep: Flying on One Wing
American Eagle (AEO) runs two main apparel brands: the namesake American Eagle chain and the body-positive intimates and activewear brand Aerie.
May 27
•
Revelata Inc.
and
Steve
Gap Q1 Earnings Prep: Fall Into the (EPS) Gap
GAP, the storied San Francisco grunge-rock clothier, today houses four apparel brands: Old Navy, Gap, Banana Republic, and Athleta.
May 27
•
Revelata Inc.
and
Steve
The SpaceX IPO: Is It a Space or an AI Company? (Part 4: Underwriting A Split Personality)
This is Part 4 of a four-part series on the SpaceX IPO.
May 26
•
Revelata Inc.
and
CK Lin
The SpaceX IPO: Is It a Space or an AI Company? (Part 3: A Close Reading)
This is Part 3 of a four-part series on the SpaceX IPO.
May 26
•
Revelata Inc.
and
CK Lin
The SpaceX IPO: Is It a Space or an AI Company? (Part 2: The Premium)
This is Part 2 of a four-part series on the SpaceX IPO.
May 26
•
Revelata Inc.
and
CK Lin
The SpaceX IPO: Is It a Space or an AI Company? (Part 1: Valuation)
TL;DR -- SpaceX, whose origin is in space launch and satellite connectivity, has done four AI deals in the four months before its IPO.
May 26
•
Revelata Inc.
and
CK Lin
Deere Earnings Prep: Calling a Return to Better Times
DE has spent two years in one of the deepest agriculture-equipment downturns of the past decade.
May 19
•
Revelata Inc.
and
Steve
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