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Call to Insight

Research that used to take hours — in minutes.

Transcript Search

Skip the Webcasts

Search across every earnings transcript instantly. Find exactly what management said about any topic, competitor, or financial metric.

  • Semantic search across all transcripts and filings
  • Find competitor mentions and topic patterns
  • Compare management tone across quarters
Transcript Search450+ transcripts indexed
MSFT
MSFT Q2 2025Satya Nadella

"We are scaling our AI infrastructure to meet demand that continues to outpace supply. Azure AI usage more than doubled for the sixth consecutive quarter..."

98%
GOOGL
GOOGL Q4 2024Sundar Pichai

"Our planned capex for 2025 is approximately $75 billion, reflecting confidence in the long-term opportunities ahead driven by AI infrastructure demand..."

94%
META
META Q4 2024Mark Zuckerberg

"We plan to bring online approximately 1GW of new compute capacity this year. AI is the primary driver of our capex growth..."

91%
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NVDA
NVDANVIDIA Corp.
Q4 2025 Earnings
Bull Case
Data center revenue $35.6B, +93% YoY — Blackwell demand "staggering"
Inference workloads now >40% of data center revenue, expanding TAM
Gross margins 73% despite Blackwell ramp; customer lock-in via CUDA
Bear Case
China export restrictions cut ~$5B+ annual revenue opportunity
Top 4 customers ~40% of revenue — hyperscaler concentration risk
Custom ASIC threat from Google TPU, Amazon Trainium, MSFT Maia
Generated by Calypso AI
Key Debates

Bull vs. Bear in Seconds

Every earnings call is distilled into the key bull and bear arguments. See what the street is debating and where conviction is shifting.

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  • Quarter-over-quarter thesis evolution tracking
  • Key quotes tied to each debate point
Financial Data

All the Numbers, One View

Revenue, margins, valuations, and price moves — pulled and compared automatically. No more digging through filings.

  • Into-print and current setup metrics
  • YoY comparisons with automated change detection
  • Real-time stock prices and performance vs. benchmarks
Mega-Cap Tech4 companies
Live Data
CompanyPrice1D ChgRevenueRev YoYGross MgnOp MgnP/EP/Rev
AAPLAAPL
$259.48+1.19%$124.3B+4.1%46.9%35.4%33.1x8.8x
MSFTMSFT
$432.16+2.54%$69.6B+16.0%69.4%44.6%35.8x13.2x
NVDANVDA
$140.11-0.40%$39.3B+78.0%73.0%62.3%42.6x22.1x
METAMETA
$738.31+9.71%$48.4B+24.5%81.8%41.2%25.4x10.8x
Calypso Financial Data
Timeline
$142.561Y: +45.0%vs QQQ: +28.0%52W: $85–$175
NVDA — 1Y
NVDA QQQ
+80%+55%+30%+5%-20%
Feb '25AprJunAugOctDecFeb '26
Stock Timeline

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How It Works

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AI Does the Work

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Daily Briefings

What you get every day

Street Theses

AI-extracted bull and bear cases from every earnings call.

Key Financials

Revenue, margins, guidance — pulled and compared automatically.

Setups

Pre-earnings context and expectations for upcoming reports.

Headlines

Curated news matched to your coverage universe.

Key Debates

The top bull/bear debates for every company you follow.

GPT-5.2

State-of-the-art AI models trained on financial data.

Full Transcripts

Complete earnings transcripts indexed and searchable.

Earnings Previews

AI-generated previews before companies report.

Built for Professionals

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Speed, accuracy, and privacy — the things that matter when the stakes are real.

Real-Time Processing

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Finance-Trained AI

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