The Smattering

We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buying). Jeff discusses Lemonade's path to 2026 profitability and why Rocket Lab is entering a critical "prove it" phase with its Neutron rocket, while Jason makes the case for Canadian Solar trading at half its book value and explains why SentinelOne offers a better risk/reward profile than CrowdStrike. 00:32 Discussing Stocks and Earnings Season 01:48 Analyzing Financial Statements and Risks 02:56 The Importance of Full-Year Results 04:16 Exciting Stocks and Future Prospects 05:57 Deep Dive into Canadian Solar 12:17 Exploring the Renewable Energy Market 17:55 Lemonade: A Stock with Potential 27:21 Lemonade Stock's Volatility and Future Outlook 28:11 Deep Dive into QuantumScape 32:15 Rocket Lab's Progress and Challenges 36:50 SentinelOne's Potential in Cybersecurity 40:42 PayPal's Strategic Focus and Future Prospects 46:58 Lightning Round: Stock Picks and Predictions Companies mentioned: CRWD, CSIQ, LMND, PYPL, QS, RKLB, S Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader