Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
ARM Holdings Q3 FY3/25 Earnings Review
Let’s Pretend Facts Don’t Matter.
Will The S&P500 Reach 7000 In 2025?
Bring it.
Qualcomm Q1 FY9/25 Earnings Review
As Everyone Knows, It’s All Over For Semiconductor
It’s Good To Have Options
Why Options Trump Stocks
Market On Open, Thursday 6 February
….. and breathe!
Market On Open, Wednesday 5 February
Not DeepSeek Not Google Not AMD And Not Trade Wars Can Kill The Bull. Yet.