Eric JhonsaQ3 Update for Cactus CapitalReflections on a down-and-then-up quarter, on current long and short positions, and how things look as Q4 kicks off.Oct 23, 2023Oct 23, 2023
Eric JhonsaQ2 Update for Cactus CapitalLessons from a rough quarter in which short-squeezes took a toll, and some thoughts on the market and the tech sector as Q3 gets underway.Jul 11, 2023Jul 11, 2023
Eric JhonsaQ1 Update for Cactus CapitalA recap of an up-and-down trading quarter, and some thoughts on how I’m looking at markets heading into Q2.Apr 3, 2023Apr 3, 2023
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #13: Navigating a Momentum-Stock Reckoning and Broader Tech CorrectionThoughts on why the correction might not be over yet and why chip stocks are a good place for bargain-hunters to look, among other things.Mar 8, 2021Mar 8, 2021
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #12: Reflections on Two Months of Stock TradesThoughts on long and short positions taken in January and February, a long watchlist and a recent Bitcoin sale.Mar 2, 2021Mar 2, 2021
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #11: GPU Prices, Qualcomm, Tesla/Bitcoin, Twitter, FacebookThoughts on gaming GPU prices, Tesla’s Bitcoin buy, Cisco and Twitter’s earnings, and recent Qualcomm announcements, among other things.Feb 17, 2021Feb 17, 2021
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #10: Qualcomm, PayPal, eBay, Pinterest, AppleThoughts on recent earnings reports from Qualcomm, PayPal, eBay, Pinterest, NXP and other firms.Feb 6, 2021Feb 6, 2021
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #9: Google and Amazon’s Earnings, Amazon’s CEO Change, Interesting ReadsThoughts on Google and Amazon’s Q4 reports, as well as Amazon’s planned CEO change.Feb 3, 2021Feb 3, 2021
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #8: Apple, Facebook, Tech Earnings, GameStop/RobinhoodThoughts on Apple and Facebook’s earnings, 10 other tech earnings reports, and the GameStop/Robinhood/Wallstreetbets craziness.Jan 31, 2021Jan 31, 2021
Eric JhonsainTech Stock ThoughtsTech Stock Thoughts #7: Microsoft, AMD, GameStop, Chip SalesThoughts on Microsoft and AMD’s earnings, GameStop-like gamma squeezes and a chip industry boom.Jan 27, 2021Jan 27, 2021