Honey, I Shrunk The Account! (The Cestrian Circle Newsletter) - NO PAYWALL
Yes, It Was You. It Was Your Fault.
A Selection Of Free Content
Want To Know What The Next Nvidia Is? (NVDA Q1 FY4/27 Earnings Review)
The Next NVDA Is …. NVDA
Looking For Tops And Bottoms, The Stanley Druckenmiller Way (The Cestrian Circle Newsletter)
Codifying The Second Derivative
Figma Q1 FY12/26 Earnings Review (The Cestrian Circle Newsletter) - NO PAYWALL
The World’s Worst IPO. Can It Pick Up?
Ondas Systems (ONDS) Q1 FY12/26 Earnings Review - No Paywall
A Baby Anduril That You Can Trade Today
DataDog Q1 FY12/26 Earnings Review (No Paywall)
Be Careful Up There, Big DDog!
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.