Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Micron Earnings - Snatching Defeat From The Jaws Of Victory
Micron Q3 Earnings Analysis
Market On Open, Wednesday 25 June
Reach For The Skies!
Solving The AI Bottleneck
Uncarrier II: This Time With Fiber
Andy Jassy Is The Tooth Fairy
Don’t Be The Tooth Fairy.
Market On Open, Tuesday 24 June
The Peace Dividend?
Market On Open, Tuesday 24 June
The Peace Dividend?
Market On Open, Monday 23 June
Wait. Oil Is … DOWN?!?!?
Qualcomm Q2 FY9/25 Earnings Review
Old Guys Rule. Still.
Market On Open, Friday 20 June
Hats Off To Market-Makers For Yesterday’s Free Money Move!