Alex King

Alex King

Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.

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?

Broadcom $AVGO Q1 FY10/26 Earnings Review - NO PAYWALL

World’s Simplest Take On $AVGO Earnings

Market On Open, Wednesday 4 March

Get Ready For The Thing No-One Is Ready For