Evidence

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

— Cestrian Capital Research

Adobe is that now. Growth is strong and accelerating slightly. Margins are climbing. Um, the balance sheet's really strong, and it's cheap on fundamental multiples. Now, the chart's pretty awful, as you can see. And so every time it looks like there's a low in some accumulation h

— Cestrian Capital Research

I own Tesla personally... I think the trend is up... you could treat it as resistance... it took another run, surpassed it, down support, uh and then broke down through it again.

— Cestrian Capital Research, at 0:00

ARM, the stock is in great shape, but fundamentals, this is okay, not great... revenue growth is decelerating... Cash flow margins inconsistent and falling at the moment, and the balance sheet pretty thin in my opinion.

— Cestrian Capital Research, at 3:24

CRM benning off talks the talk there's a lot of headcount cutting going on at CRM I've yet to see it walk the walk... do you see him as a real thought leader at it no I do not I think it's largely performative

— Cestrian Capital Research