Market On Open, Thursday 12 September
Beware The B Wave, Episode 707
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Yes, AI Is Real. And Yes, It's Coming For You.
Make AI Work For You. Or You'll Be Working For AI.
Market On Close, Tuesday 10 September
The Grreen Shoots Of Recovery?
MongoDB Q2 FY1/25 Earnings Review
Stack (Of Dollars) Overflow?
Market When Closed, Sunday 8 September
We're All Doomed, Or, Here Comes Wave 3. You Decide.
RIA: Rotation - Semiconductor
Why It Pays To Be Dead Inside
Docusign Q2 FY1/25 Earnings Review
Cheaper Than Chips
Market On Close, Thursday 5 September
DISCLAIMER: This note is intended for US recipients only and,
Broadcom Q3 FY10/24 Earnings Review
GNUs Not Unix And Broadcom Is Not NVDA
ZScaler Q4 FY7/24 Earnings Review
Still Our Top Pick In Cybersecurity