Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Friday 19 December
Opex Day, Expect The Unexpected
Market On Open, Thursday 18 December
In Which Inflation Exits Stage Left
Blowout! - Micron (MU) 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