MongoDB Q2 FY1/25 Earnings Review
Stack (Of Dollars) Overflow?
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market When Closed, Sunday 8 September
We're All Doomed, Or, Here Comes Wave 3. You Decide.
RIA: Rotation - Semiconductor
Why It Pays To Be Dead Inside
Docusign Q2 FY1/25 Earnings Review
Cheaper Than Chips
Market On Close, Thursday 5 September
DISCLAIMER: This note is intended for US recipients only and,
Broadcom Q3 FY10/24 Earnings Review
GNUs Not Unix And Broadcom Is Not NVDA
ZScaler Q4 FY7/24 Earnings Review
Still Our Top Pick In Cybersecurity
Market On Open, Wednesday 4 September
Vixpocalypse 2.0
RocketLab Q2 FY12/24 Earnings Review
Not Yet In Escape Orbit But No Hydrazine Leaks Either
L3Harris Q2 FY12/24 Earnings Review
When Deleverage Is A Good Thing