After nearly a decade with @MoorInsStrat, I’m excited to announce that in the new year, I will establish myself as an independent industry analyst. LoneStar Advisory & Research will continue to focus on my historic practice areas of enterprise and data center networking, telecommunications, and cybersecurity, with new extensibility into universal communications and end device security. Additionally, I am launching a new practice area focused on optical networking infrastructure, interconnects, underlying silicon, and services. The need for highly performant networking has never been more important, especially in today’s modern AI era. Those solution providers that can deliver scale up, out, and across will reap the rewards of the networking infrastructure gold rush. I want to thank @PatrickMoorhead for the opportunity to help build the depth of his firm through my personal contributions and analyst recruitment over the years. His mentorship has been instrumental in my journey. Another shout out to Dan Pickens, the firm’s retired business development lead who provided me with a wealth of advice that continues to sharpen my analysis and writing. Finally, many thanks to the clients that I will continue to work with, and to the new ones that I will work with soon! lonestar-ar.com/

And for a second weekend in a row......hello Alamo Bowl! 😶 Tough to see @ArchManning blow both games with costly mistakes and phoned-in offensive play calling but the defense also decided to not show up...... Silver lining - no 100 yards in penalties @TexasFootball!

Good morning NYC! 🍎

Decided to create a @claudeai agent to quarterback my ongoing client project management. Spent less than an hour building and refining it - adding new features including a pipeline to identify new business opportunities that fit within my coverage area. 🤯