{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"MaxLinear Stock (MXL): Up 7x on the AI-Optical Boom, It Beat Earnings — So Why We Say HOLD","slug":"maxlinear-stock-mxl-up-7x-on-the-ai-optical-boom-it-beat-earnings-so-why-we-say-hold","published_at":"2026-07-24T02:52:01+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/maxlinear-stock-mxl-up-7x-on-the-ai-optical-boom-it-beat-earnings-so-why-we-say-hold","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/maxlinear-stock-mxl-up-7x-on-the-ai-optical-boom-it-beat-earnings-%e2%80%94-so-why-we-say-hold/","audio_url":"https://mcdn.podbean.com/mf/web/gwakqwrt0p0ttab7/audio_i.mp3","summary":"MaxLinear, Inc. (MXL) Q2 2026 — MaxLinear (MXL), the fabless communications-chip maker that has reinvented itself as an AI data-center optical play, reported an explosive fiscal Q2 2026 (quarter ended June 30, 2026): revenue of $168.8M (+55% YoY, +23% QoQ) beat estimates, and non-GAAP EPS of $0.35 topped the ~$0.33 consensus (vs $0.02 a year ago). The engine was Infrastructure — the optical AI data-center business — up 145% YoY to $85.0M, now 50% of revenue (Keystone PAM4 DSP ramping for 800G, with a 1.6T generation on the roadmap). Management guided Q3 revenue to $210–220M (~+27% QoQ), well above the Street. But GAAP told a soberer story: a -2.5% operating margin (a small operating loss) and just $0.02 GAAP EPS, with $27.5M of stock-based comp (~16% of revenue) doing much of the work in the 'adjusted' numbers, and H1 free cash flow roughly breakeven-to-slightly-negative. After a ~7x run off a $12.77 low to ~$91, the stock actually FELL ~4% after the print. At ~11x forward sales and ~50x forward non-GAAP EPS, even our probability-weighted DCF lands fair value near $60 — and even the Street's ~$70 average target sits ~23% below the price. Our call: HOLD, 2/5. MaxLinear is one of the market's wildest turnaround stories — a sleepy, fabless broadband chipmaker out of Carlsbad, California that has reinvented itself almost overnight as an artificial-intelligence data-center play, and whose stock has gone up roughly seven-fold in a year (from a $12.77 low to ~$91). Fiscal Q2 2026 (quarter ended June 30, 2026) was genuinely explosive: revenue of $168.8M jumped 55% YoY and 23% QoQ, beating estimates, and non-GAAP EPS of $0.35 topped the ~$0.33 consensus (against just $0.02 a year ago). The engine is Infrastructure — the optical AI data-center business — up 145% YoY to $85.0M an…","meta_description":"MaxLinear, Inc. (MXL) Q2 2026 — MaxLinear (MXL), the fabless communications-chip maker that has reinvented itself as an AI data-center optical play, repor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":825,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/maxlinear-stock-mxl-up-7x-on-the-ai-optical-boom-it-beat-earnings-so-why-we-say-hold/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/maxlinear-stock-mxl-up-7x-on-the-ai-optical-boom-it-beat-earnings-so-why-we-say-hold.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}