Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Synopsys Q3 FY10/24 Earnings Review
Designs On A New ATH?
Marvell Q2 FY1/25 Earnings Review
An AI Capex Beneficiary … Soon?
Market On Open, Tuesday 17 September.
Three Things Only.
Autodesk Q2 FY1/25 Earnings Review
If Capex Then Autodesk, And If Autodesk, Then Probably Not Recession.
Market On Open, Monday 16 September
The Rate Cut Doesn't Matter. Yes Really.
Adobe Q3 FY11/24 Earnings Review
Probably Not Stuck In The Mud For Long
Market On Open, Friday 13 September
Follow Us For Super Smart Community Involvement!
PagerDuty Q2 FY1/25 Earnings Review.
The Last Alert
Market On Open, Thursday 12 September
Beware The B Wave, Episode 707
Yes, AI Is Real. And Yes, It's Coming For You.
Make AI Work For You. Or You'll Be Working For AI.