Forget bits (0 or 1). What if a computer could "think" like a "spinning coin"—a state of all possibilities at once? That's the core of quantum computing, a technology that could solve problems we now see as impossible.

We make this complex idea simple and explore the company, IonQ, that's betting on "perfect" levitating atoms to build this machine. We trace its journey from academic research to a high-stakes, publicly-traded company. This is your guide to understanding the single biggest technological story of our lifetime.

What happens when a hospital's patient files are suddenly locked by a digital kidnapper demanding millions? This isn't a movie—it's ransomware, and it's one of the biggest threats to our modern world.

In this episode, we break down Rubrik (RBRK), a company that claims to have built an un-pickable "digital vault" to fight this exact problem.

If you're an investing beginner or just tech-curious, this episode is for you. We explain complex ideas like "cybersecurity," "data immutability," "Zero Trust," and "AI" with simple, "explain-like-I'm-5" analogies (think "digital bloodhounds" and "un-burnable paper").

We also put on our investor hats to understand its subscription (SaaS) business model, the "bull" vs. "bear" case for the stock, and what to look for in a high-growth tech company. Join us to understand the simple story behind a complex stock.

The demand for AI is growing twice as fast as our ability to supply it. This has created a massive, structural supply crisis that presents once-in-a-generation investment opportunities. On The Investor's Code, we go beyond the headlines to give you an institutional-grade look at the fundamental forces at play.

If you've followed our coverage of companies like Nebius and IREN, this episode provides the crucial framework for understanding the entire ecosystem. We break down the bottlenecks, the key players, and the hard numbers behind the AI infrastructure buildout.

Key Insights Unpacked:

• The math behind the exponential demand for AI compute.

• The economics of the $900 billion data center market.

• The strategic role of energy infrastructure and players like Tesla.

• Why corporate balance sheets and contractual backlogs prove this boom is real.

What if the perfect running sensation wasn't a feeling, but a piece of engineering born from a garden hose in the Swiss Alps? That's the incredible origin story of On Holding AG (NYSE: $ONON), the company behind the fastest-growing running shoe brand on the planet.

In just over a decade, On has sprinted from a wild prototype to a multi-billion-dollar powerhouse, with celebrity fans like Zendaya and a game-changing partnership with tennis legend Roger Federer. Their patented CloudTec cushioning has ignited a movement, driving explosive 30%+ revenue growth and challenging industry giants like Nike, Adidas, and Hoka.

But is the hype getting ahead of reality? With a premium valuation, fierce competition, and looming macro risks, is On poised to win the long race or stumble before the finish line?

In this episode, we decode On Holding's entire story for the everyday investor. You'll learn:

• The Origin: How a "DIY hack" became a patented technological moat.

• The Numbers: A simple breakdown of their Q2 2025 financials, from surging sales to that fortress-like balance sheet.

• The Bull Case: Why optimists see this as the next great global apparel brand.

• The Bear Case: The critical risks that could derail their growth story.

• The Future: Can On execute its ambitious plan for global domination?

The AI revolution is here, but it has a dirty secret: it's consuming an insane amount of power. What if the solution isn't another lithium-ion gigafactory, but an overlooked, American-made technology that’s safer, cheaper, and poised to solve the biggest problem in renewable energy?

In this episode, we pull back the curtain on Eos Energy Enterprises (NASDAQ: $EOSE), the zinc-powered underdog whose stock is on a tear. We’re cutting through the hype to give you the full story on this high-risk, high-reward energy storage play.

In This Deep Dive, You'll Uncover:

🔋 The Zinc Revolution: Why Eos's non-flammable, long-duration battery tech is a potential game-changer for solar farms and power-hungry AI data centers.

📈 The Bull Case: A $670M+ backlog, massive government support via the Inflation Reduction Act (IRA), and a potential escape from China-dependent supply chains.

📉 The Bear Case: A sky-high valuation, a history of burning cash, and fierce competition from the giants of the energy world. Is the risk too great?

🧠 Leadership & Execution: Can a GE veteran steer this company from a scrappy startup to a billion-dollar powerhouse?

We break down the numbers, the story, and the fierce debate between Wall Street's bulls and bears. Is Eos Energy the hero of the energy transition, or is the hype getting ahead of the fundamentals?

In the AI gold rush, everyone is watching NVIDIA. But the key to the entire industry's future might be a tiny, cash-burning company you’ve likely never heard of.

This week, we decode Navitas Semiconductor ($NVTS), the company betting everything on the next generation of power chips—the invisible engines inside AI data centers, EVs, and solar farms. On paper, their financials are alarming, with significant losses and a shaky market. Yet, their stock has soared on the back of a landmark NVIDIA partnership and a massive $2.4 billion future sales pipeline.

In this episode, you will learn:

• The Tech: A simple breakdown of Gallium Nitride (GaN) and Silicon Carbide (SiC), the materials set to replace traditional silicon.

• The NVIDIA Partnership: What this massive validation means for the future of AI infrastructure.

• The Bull vs. Bear Case: We weigh the incredible potential against the serious risks of competition, execution, and a sky-high valuation.

Is Navitas pioneering a new era in power technology, or is it just a speculative bubble?

Iris Energy ($IREN) is up a staggering 186% this year, but is it a sustainable tech powerhouse or just a volatile crypto play riding the hype? The company is using 100% renewable "stranded" energy to fuel both Bitcoin mining and the explosive growth of AI data centers. Is this unique strategy the ultimate pick-and-shovel play for the next tech revolution?

In this episode of "The Investor's Code," we decode everything you need to know. We trace IREN's journey from remote hydro dams to a $9.2 billion valuation, analyze its impressive debt-free financials, and explore why its biggest competitive advantage isn't tech—it's cheap, green power.

Tune in to learn:

The "Waste-to-Value" Story: How two Aussie brothers turned unused energy into a tech empire.

Financial Health Check: A simple breakdown of their revenue, 70% margins, and first profitable year.

The Bull & Bear Debate: The explosive AI growth case vs. the risks of dilution and Bitcoin price dependency.

The Ultimate Moat: Why long-term, low-cost power contracts are their core defense.

Future Potential: Can IREN really 3x from here? We look at the catalysts and risks ahead.

Is Duolingo just a fun language app, or is it a revolutionary EdTech powerhouse poised to dominate a $300 billion market? In this episode, we decode Duolingo ($DUOL) and explore why it might be one of the most exciting growth stocks today.

Join us as we break down:

• The Mission: How founder Luis von Ahn's vision to democratize education is fueling a global movement.

• The Moat: The powerful combination of data, brand, and a fanatical 'Product Experience' (PX) culture that keeps competitors at bay.

• The Expansion: Duolingo's explosive growth beyond languages into music, math, and even chess.

• The AI Question: Is AI a threat that could make Duolingo obsolete, or is it the ultimate tool for hyper-personalized learning?

• The Numbers: A deep dive into the bull vs. bear case, Q2 2025 earnings, and why Duolingo's metrics are drawing comparisons to NVIDIA.