Beta

What they say on podcasts,
priced into a financial model.

Podcast Alpha turns the theories, risks, and datapoints surfaced in podcast conversations into interactive financial models of major companies — so you can see exactly how each claim moves revenue, profit, and the stock price. A way of modeling companies that only works with what Podcast Alpha captures.

NVIDIA financial model — dragging assumption sliders updates revenue, profit, and share-price projections live NVIDIA financial model — dragging assumption sliders updates revenue, profit, and share-price projections live
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"This is the cheapest multiple Nvidia has traded at in a decade right now."
Brad Gerstner · TBPN · May 2026
"The amount of computation necessary compared to generative AI is like 1,000 times more."
Jensen Huang · Milken Institute · May 2026
"We have the same kind of setup today, and that's why S&P 500 earnings estimates are going up so fast."
Jim Chanos · iConnections · Jun 2026
"40+ episodes per week. One analyst cannot cover them. Podcast Alpha can — and surfaces the specific, dateable claim."
Podcast Alpha thesis
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How it works

From podcast claim to company projection, in three steps.

01

Capture the Signal

Every episode processed. Theories, risks, and datapoints from founders, investors, and operators — extracted, dated, and attributed to who said it and where.

02

Convert to Model Drivers

Each claim becomes a driver in a company's financial model — a growth assumption, a margin risk, a capacity datapoint. Every input traces back to a source clip.

03

See the Impact

Interactive models show how each theory plays out — move the sliders and watch revenue, profit, and implied stock price respond in real time.

Inside the models

Real sliders. Live projections. Every number traceable to a claim.

NVIDIA 10-year financial model — scenario toggles, KPI cards, assumption sliders, and revenue-by-segment chart
The NVIDIA 10-year model: Bear / Base / Bull scenario toggles, live KPI cards (revenue, net income, implied share price), and an assumptions panel that rebuilds every chart the moment you move a slider.
Assumption sliders with source-linked reasoning — AI infra capex, capex growth, GPU share of accelerator spend
Every assumption is a slider. Growth rates, margins, capex, tax, capital returns — each with the reasoning written out and the podcast source clip linked beneath it.
Operating and net income projection chart alongside implied share price chart to FY2036
Projections react live. Operating income, net income, and implied share price out to FY2036 — recomputed instantly against today's price as you test a thesis.
Ten-year projection table — segment revenue, gross profit, net income, free cash flow, EPS, implied dollars per share
The full projection table. Segment revenue, gross profit, net income, free cash flow, EPS, and implied $/share — every year, FY2027 through FY2036.
Current models — beta

Four interactive models, live now.

Basic subscribers get full access to the interactive NVIDIA model today. SpaceX, Micron, and Nebius are live now for Premium subscribers — Basic and Free can upgrade to Premium anytime to unlock every model.

Semiconductors

NVIDIA

NVIDIA 10-year model preview

Revenue and margin model across data center, gaming, and automotive segments. Full access with a paid subscription.

Live
Aerospace

SpaceX

SpaceX 10-year model preview

10-year projection model tied to S-1 thesis and podcast signal sourcing.

Premium
Memory / HBM

Micron

Micron 10-year model preview

10-year HBM + DC memory model. Bottom-up AI capex engine. Interactive sliders with source clips from Baker, Munster, Mehrotra, Adami, Visser.

Premium
AI Cloud

Nebius

Nebius 10-year model preview

GPU cloud buildout model with capacity expansion and unit economics drivers.

Premium

Pick the tier that fits how deep you go.

Basic ($9/mo) unlocks the full interactive NVIDIA model today. Premium ($99/mo) unlocks every model Podcast Alpha publishes — NVIDIA, SpaceX, Micron, and Nebius, all available now.

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