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.29 min read·Oct 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.12 min read·Jul 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 Q2.6 min read·Apr 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.6 min read·Mar 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.6 min read·Mar 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.12 min read·Feb 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.14 min read·Feb 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.9 min read·Feb 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.13 min read·Jan 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.10 min read·Jan 27, 2021----