Delta Investments Podcast
Delta Investments
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S2E2 SpaceX IPO & Impact on the Space Industry
The wait is finally over. SpaceX has officially filed its S-1 registration statement with the SEC, targeting a historic June 12, 2026, debut on the Nasdaq under the ticker SPCX. With a projected…
S2E1 Let's Talk about Blackberry's ($BB) Transformation
You thought they were gone. You thought the "Crackberry" era ended when the keyboards fell silent. You were wrong.BlackBerry ($BB) has just completed one of the most radical architectural shifts in…
S1E30 Can Oscar Health Transform the way we look at Healthcare?
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S1E29 Polymer Power: Lightwave Logic's AI Play
In this episode, we dive into the massive momentum building behind Lightwave Logic (LWLG). Following a fresh 52-week stock high and a major update to their capital strategy, we explore why…
S1E28 From Seabed Mapping to Mine Countermeasures: Kraken Robotics ($KRKNF) Is Changing the Game!
In this episode, recorded on April 1st, 2026, we dive into how Kraken Robotics is evolving from a specialized component manufacturer into a dominant tier-one subsea technology prime following its…
S1E27 Ericsson's ($ERIC) AI-Native Pivot - A Risky Gamble?
In this episode we dive deep into Ericsson's ($ERIC) 2025 performance and its strategic roadmap for an AI-powered future. Following a transformative period of restructuring, Ericsson reports a…
S1E26 The Dramatic Transformation of Ondas ($ONDS)
In this episode, we dive into the remarkable evolution of Ondas Holdings Inc. (Nasdaq: ONDS), tracing its journey from its 2018 reverse acquisition to its current status as a vertically integrated…
S1E25 POET Technologies: A "Pure Play" AI Hardware Company Redefining Connectivity
In this episode, we dive deep into POET Technologies (NASDAQ: POET), a leader in the design and implementation of highly integrated optical engines and light sources for Artificial Intelligence (AI)…
S1E24 Robinhood ($HOOD) Act II: Why the next phase could be more transformational.
Fundamental Analysis: The Robinhood "Act II" TransformationRobinhood Markets, Inc. (HOOD), the transition from a disruptive retail brokerage to a comprehensive "Financial SuperApp" marks the…
S1E23 Navitas ($NVTS): The Bold Strategic Pivot to High-Power Semiconductors
In this episode, we take a deep dive into the fundamental transformation of Navitas Semiconductor (Nasdaq: NVTS). Historically known as a pioneer in mobile fast-charging GaN technology, Navitas is…
S1E22 Meet Embraer: The Brazilian Jetmaker that is sitting on $31.6 billion backlog.
Is the global aerospace duopoly finally being challenged? In this episode, we break down the massive structural shift at Embraer S.A. (EMBJ), a company that has officially graduated from a regional…
S1E21 How $OPEN is using AI to change the way we buy homes.
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S1E20 Podcast: Ouster’s Record Results and the Path to Profitability ($OUST)
Ouster, Inc. has officially reported its full year and fourth quarter 2025 financial results, marking a historic turning point for the company. In this episode, we dive into the data behind Ouster's…
S1E19 Why the $HIMS pullback may be overblown
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S1E18 Sea Limited's ($SE)Next Steps: AI, Latin American Expansion, and Beyond
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S1E17 Intel’s Ascent: Why the "IDM 2.0" Gamble is Positioning a Titan for a Historic Comeback
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S1E16 Aurora Innovation's Billion Dollar Driverless Gamble
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S1E15 Why Rambus ($RMBS) Plunged Despite Record AI Growth
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S1E14 How Nokia's ($NOK) Reinvention could play a key role in the AI race.
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Satellogic ($SATL) vs Planet Labs ($PL): Let's discuss
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Frequently Asked Questions
Delta Investments Podcast has published 31 episodes since December 2025, covering topics in Business, Investing.
Delta Investments Podcast is currently moderate with new episodes weekly. Average episode length is 27m.
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