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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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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

November 05, 2020
Tech Growth Earnings Review

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.

November 04, 2020
Podcast Tech Growth Stocks ZM ROKU FSLY BTC

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...

October 21, 2020
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