David Cervantes | Pinebrook Capital
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David Cervantes
Pinebrook Capital
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Market Commentary
31
Dec 2
•
David Cervantes
38
5
2
November 2025
Signal & Noise Filter
Convergence
Nov 25
•
David Cervantes
31
16
3
Market Commentary
Looking Beyond the AI Trade
Nov 21
•
David Cervantes
23
8
Market Commentary
The Road to 26
Nov 13
•
David Cervantes
42
13
2
Market Commentary
Prelude to 2026
Nov 8
•
David Cervantes
44
3
Market Commentary
State of the Trades
Nov 6
•
David Cervantes
39
2
1
Signal & Noise Filter
Bruh
Nov 1
•
David Cervantes
29
10
October 2025
Shooting First, Asking Questions Later
Pinebrook is getting long....
Oct 28
•
David Cervantes
26
9
Signal & Noise Filter
When Doves (don’t) Cry
Oct 27
•
David Cervantes
29
4
Private X Feed Reminder
Our Community is Growing
Oct 23
•
David Cervantes
10
28
September 2025 Inflation Preview
Labor Market Demand Story
Oct 23
•
David Cervantes
29
3
2
Market Commentary
Party Like its January 1980
Oct 20
•
David Cervantes
32
6
5
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