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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...
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...
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
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.
Q3 2020: Tech Growth Earnings Review - Pinterest, Snap, Microsoft And More
This report covers the 3rd Quarter Earnings of Pinterest, Snap, Microsoft, Twilio and Shopify
Q3 2020: Tech Growth Earnings Review - Pinterest, Snap, Microsoft And More
Before breaking out the earnings reports from the high-growth universe, here are the results from Big Tech earnings today. Each company beat on both the top and bottom lines. Other than Alphabet, they are all trading down after-hours following these results as the market digests the magnitude of the beats, and in Apple's case, the lack of guidance.
Podcast: Tech Growth Stocks ZM ROKU FSLY BTC and more
I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku a...
Momentum is on CrowdStrike’s Side: Will it Last?
This is an analysis by David Marlin, equity analyst for Beth.Technology. In this analysis, he explains why he is long CrowdStrike.
