All Circle Notes

AI Is No Longer Optional - No AI, No Edge. (The Cestrian Circle Newsletter).

Easy To Use High Performance AI Trading Services

The World Is At War … And You’re Bearish Cybersecurity?? The Cestrian Circle Newsletter

Don’t Sleep On Cyber!

The Future Of Software, And How To Spot The Companies That Grasp It - The Cestrian Circle Newsletter

DISCLAIMER: This note is intended for US recipients only and,

The Beginning Of The End For Social Media - Pinterest (PINS) Q4 FY12/25 Earnings Review

Mood Board: Color Me Depressed

CrowdStrike (CRWD) Q4 FY1/26 Earnings Review

...and clearing it.

Stocks Also Do Go Up - The Cestrian Circle Newsletter

The Grass Actually IS Greener Over There

The Future Of War, Part Deux - One Stop Systems (OSS) Q4 FY12/25 Earnings Review

One Stop Systems, The Ruggedized Combat Leader

Veeva Systems (VEEV) – Q4 FY1/2026 Earnings Review

VEEV Q4 Beat Caps a Strong Fiscal Year; AI Agent Rollout Begins

The Future Of War Is Drones - Ondas Holdings (ONDS) Q4 FY12/25 Earnings Review

Ondas Holdings, An Anduril Industries Proxy Stock

Doomsday Chronicles, Sunday Edition - The Cestrian Circle Newsletter

Will Everything Crash Tomorrow?