DataDog Q1 FY12/26 Earnings Review (No Paywall)
Be Careful Up There, Big DDog!
A Selection Of Free Content
Is Peace Bearish? (The Cestrian Circle Newsletter)
Your Daily Navigational Aid
The Quiet Sovereign Wealth Fund Portfolio (The Cestrian Circle Newsletter - NO PAYWALL)
Since January 2025, the US federal government has committed more than $20 billion across equity and debt investments in five publicly listed companies. Washington has quietly assembled what amounts to a sovereign wealth fund portfolio.
Here Comes Software (The Cestrian Circle Newsletter, No Paywall).
Is Software Next To Rally?
Intel (INTC) Q1 FY12/26 Earnings Analysis (No Paywall)
Blowout.
How ETFs Actually Work - No Paywall (The Cestrian Circle Newsletter)
The Creation/Redemption Mechanism, With Worked Examples In $QQQ and $XLE.
The Neocloud Sector For Dummies (The Cestrian Circle Newsletter).
Here To Stay Or Gone Tomorrow?
Autodesk Q4 FY1/26 Earnings Review. Is This The Bottom? (NO PAYWALL)
Is The Edifice Crumbling?
The Great Bifurcation In Software Is Upon Us. (The Cestrian Circle Newsletter).
Not all software stocks are the same. Choose wisely. Violence is good.
AI Is No Longer Optional - No AI, No Edge. (The Cestrian Circle Newsletter).
Easy To Use High Performance AI Trading Services