This Is Our Top Pick In Tech
Less Sass. More Thesis. Lessgo.
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Thursday 5 Feb
How To Avoid Large Potholes
Market On Open, Wednesday 4 February
All Pray To The Gods Of Mt. Sergei
DataDog (DDOG) x The Death Of Software - NO PAYWALL
Skynet vs. The Wetware, Round 1
AMD Q4 FY12/25 Earnings Review
The Air Is Thin Up Here
Market On Open, Tuesday 3 February
Do Not Look Directly Into The Market. And Wear Sunscreen.
Palantir (PLTR) Q4 FY12/25 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Big Tech Earnings Catchup
DISCLAIMER: This note is intended for US recipients only and,
Market On Open, Monday 2 February
Wen Hedge?
Market On Open, Friday 30 January
Gold, Tarnished.