Dr. Robert Castellano has over 40 years of experience analyzing the high-tech industries. He is president of The Information Network (www.theinformationnet.com). He earned a PhD degree in Chemistry from Oxford University (UK). His PhD thesis advisor, John Goodenough, won the Nobel Prize in Chemistry in 2019 for the invention of the Lithium Ion Battery. He writes with George Gilder, novelist, futurist, and economist, and his team for Eagle Financial Publishing.
A looming Texas moratorium threatens billions in AI spending, yet one stock tied to it has sunk while its earnings soared. Which company is better positioned if data centers stall, relocate, or…
Dr. Robert Castellano Rocket Lab has shed nearly two-thirds of its value since May, yet its backlog is growing faster than its revenue and its spacecraft manufacturing already dwarfs its launch business. Whether that gap…
Dr. Robert Castellano AI is minting money for hard disk drive makers, but Seagate and Western Digital are betting on rival technologies to sustain it. The wrong bet could leave one of them behind just…
Dr. Robert Castellano