IBM US - Do Nothing - Technology Promising, Growth Slowing.
No Quantum Superposition Yet - Just The Same Ole Big Blue
Technology - Services
T US - Accumulate $20-$25; STP <$19; Growth And Deleverage Solid.
Growth holding up, deleverage continues.
Akamai $AKAM +10% Today - Can This Move Sustain?
Another 1990s Do-Over
Akamai ( AKAM ): Does the AI Inference Wave Rescue the Original Edge Company?
Can Akamai Take Back Its Crown?
Will $TTD Stock Ever Recover? (The Cestrian Circle Newsletter)
150 Million Problems, Being Rich Ain’t One
CoreWeave (CRWV) Q1 FY12/26 Earnings Review (The Cestrian Circle Newsletter)
Know What You Own, And Why You Own It
Meta Platforms Q1 FY12/26 Earnings Review
The Future’s So Bright, I Gotta Wear Shades
Google Q1 FY12/26 Earnings Review
Google, The Mag 1
Amazon ( AMZN ) Q1 FY12/26 Earnings Review
Unpopular Opinion
The Beginning Of The End For Social Media - Pinterest (PINS) Q4 FY12/25 Earnings Review
Mood Board: Color Me Depressed