Something Has To Give
Things Are Going Sideways
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
RIF Watch - Software Edition
Bad Is Good - Remember!
What If … All That Capex Was Good? ORCL Q3 FY5/26 Earnings Review - and More (NO PAYWALL)
$ORCL Q3 Earnings Reaction
What No Investment Newsletter Ever Says
Between A Rock And A Hard Place
Everything You Never Wanted To Know About Applied Materials (AMAT) & Q1 FY12/26 Earnings Review
Not quite everything. A lot tho. $AMAT
BTFD or RFTH? No-One Knows.
Now Wut?
Is Marvell (MRVL)Technologies The Next Micron? (NO PAYWALL).
Memory Peaked, Now Interconnect?
Oil Is In Everything And Everything Is On Oil.
Back In Black
How To Make $300MM In A Year
It Can Be Done!
Initiating Coverage Of Amplitude, $AMPL
Do Androids Get More Cynical As They Age?