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Q3 Earnings: Zoom Video, Okta, Snowflake, Crowdstrike And Elastic

In this analysis, we review the recent earnings reports from Zoom Video, Okta, Snowflake, Crowdstrike, ZScaler and Elastic.

December 26, 2020
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Podcast with Motley Fool: Big Tech Plus the 1 Stock I’d Buy Right Now

I had the privilege of joining Tim Beyers and Brian Feroldi on The Motley Fool podcast earlier this month.  In the hour-long interview, we cover topics such as big tech...

December 16, 2020
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Tech Growth Earnings Review for Q3 2020 - Part 3

In the 3rd part of my Q3 earnings analysis, I review reports from Zoom Video, Okta, Snowflake, Crowdstrike, ZScaler and Elastic. Zoom Video

December 14, 2020
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Google Cloud Will Not Be Able To Overtake Microsoft Azure

Google Cloud certainly has the technical chops and engineering talent to compete with Microsoft Azure and Amazon’s AWS when it comes to cloud infrastructure, edge computing – and especially inferencing/training for machine learning models.

December 08, 2020
Why It's Too Late for Google Cloud to Overtake Microsoft Azure

Why It's Too Late for Google Cloud to Overtake Microsoft Azure

In our latest Forbes report, we discuss why Google (Alphabet) may have missed a critical window this year for the infrastructure piece. We also analyze how Microsoft d...

December 07, 2020
Fiverr Explosive Growth

Fiverr: Explosive Growth with a Bright Future

Fiverr has climbed 678% this year. In this analysis, we examine if the growth can continue in the short-term and also post-COVID.  Specifically, our research shows that...

November 19, 2020
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Q3 2020 Earnings: Datadog, Roku, Square, The Trade Desk and JFrog

This report covers the 3rd Quarter Earnings of Datadog, Roku, Square, The Trade Desk and JFrog

November 18, 2020
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Tech Growth Earnings Review for Q3 2020 - Part 2

In the second part of my Q3 2020 tech earnings review series, I covered Roku, Square, The Trade Desk, Datadog and JFrog.

November 17, 2020
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