Cestrian Capital Research

Nvidia, fantastic business and it shows up in its gross margins. It's scoring at the moment 70-71% gross margins. So, for every dollar that comes in the door um at Nvidia, they only give away 30 cents.

— Cestrian Capital Research, at 0:00

this is an exceptionally good quality company... Revenue growth rate strong, a lot of revenue, revenue growth is accelerating, cash flow margins high and stable, and an awful lot of cash in the bank.

— Cestrian Capital Research, at 3:24

I'm bullish Tesla. I'm likely to open a position in this later on today... I think Tesla has some great potential.

— Cestrian Capital Research, at 3:27

Nvidia, fantastic business, and it shows up in its gross margins. It's soaring at the moment, 70, 71% gross margins. So, for every dollar that comes in the door at Nvidia, they only give away 30 cents... most of the intellectual property that's embedded in an Nvidia computing mod

— Cestrian Capital Research, at 3:46

I would not be surprised at all to see Rivian break to the upside... this thing looks like it's been under accumulation since January, maybe early February, and I think that has got a shot paying up those paying off those investors really well.

— Cestrian Capital Research

I think that service now is bottoming along here... I think this one can succeed. I think it it looks technically good... I think service now has a really good chance to run up.

— Cestrian Capital Research

I remain bullish on Palantir.

— Cestrian Capital Research

AMD has a more bullish look than Nvidia... it's in a stronger position than Nvidia. Nvidia is below its 200 day moving average. AMD is above. So, I think AMD has a more bullish setup to my mind than Nvidia.

— Cestrian Capital Research

So I think Palanteer is looking looking strong.

— Cestrian Capital Research

it opened below the 21-day exponential moving average and it closed further below. So that to me is a weak look for the spy. It suggests that there might be some uh more selling to come before it recovers.

— Cestrian Capital Research

Lockheed Martin, not a wonderful business.

— Cestrian Capital Research

heading into the close, it looked weak to me. You know, that's not a strong trading day today. Looked weak to me, and I thought, well, again, it looks like it'll close below its 21-day EMA. That means there might be more weakness ahead... I have extensive long QQQ positions... So

— Cestrian Capital Research

I would be not quite as confident of a low here yet as in Microsoft, but I would watch Palantir very carefully um for a bottom to be in... I have a a small position in Palantir with no stop on it, a very small position, and I'm intending to add to that at such time as we see a lo