Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Blowout! - Micron Q1 FY8/26 Earnings Review
There’s Not Enough Silicon In Arizona
Market On Close, Tuesday 16 December
AI Bubble vs. Geopolitical Power Struggle
ADMA Biologics Q2 FY12/25 Earnings Review
Running With The Big Dogs
Market On Open, Monday 15 December
Billy Bob Thorton May Have Left The Building
The AI Trade Lives! Broadcom Q4 FY10/25 Earnings Review
It Will Be King. And Not Just For One Day.
Market On Open, Friday 12 December
One Big Beautiful Bull Run
Synopsys Q4 FY1/26 Earnings Review
200 Reasons To Remain Cautious
Market On Close, Wednesday 10 December
Running It Hot.
Lock In Your Cestrian Inner Circle Rate Before Prices Double