Alex King

Alex King

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.