Dell Technologies (DELL) Q4 FY1/26 Earnings Review: One Gigantic Leap Forward
It’s The AI, Stupid
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Northrop Grumman (NOC) Q4 2025 Earnings Review: The Angle Of Attack Is About To Steepen
Backlog >> Revenue >> Stock
Rumors Of The Datacenter’s Death Are Much Exaggerated
Backlog. It’s All About The Backlog.
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Ignore Narrative And Look At The Numbers, Episode 607
Assume We All Know Nothing
Don’t Look Out The Window. Look At This.
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RIF Watch - Software Edition
Bad Is Good - Remember!
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Not quite everything. A lot tho. $AMAT