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Facebook Stock: Too Good to Be True
Facebook has financial statements that Wall Street dreams are made of. Profit margins are at 40 percent, free cash flow outperforms due to low capex, and annual growth ...
Best Bet for Tech Stocks in 2019? Secular IaaS.
If ever there was a growth story in the next 2-3 years, especially during potential economic uncertainty, then infrastructure-as-a-service (IaaS) is it. This past week,...
Pure Play Tech Stocks to Benefit from IaaS Growth
This is the second article in a 2-part series. The first article “Best Bet for Growth Stocks in 2019? Secular IaaS.” can be accessed here.
Autonomous Vehicles: Fact vs. Fiction at CES 2019
Robot dogs from Continental prove that autonomous vehicle hype has gone too far. At CES 2019, Continental announced a way to automate last mile-delivery without requiri...
CES 2019 – AI Assistants Are Multiplying, Are We Privacy-Ready?
To experience CES this year was to experience the sensation of exiting a large football stadium. You essentially walk in a continuous herd of over 180,000 people. There...
Why Microsoft (Not Amazon) Will Win the Pentagon Contract
In 2019, the biggest cloud customer in the world will be the United States Department of Defense. The DoD is currently reviewing bids to award a single cloud provider a...
Here’s Why Microsoft Stock Could Overtake Amazon on Cloud Infrastructure
The cloud infrastructure market is expected to reach $83.5 billion by 2021, up from $40.8 billion in 2018. Amazon Web Services was launched in 2006, which means it took...
GM Stock Risky Due to Autonomous Vehicle Bubble
This week, General Motors Company cut more than 14,000 salaried staff and factory workers with plans to close seven factories worldwide in what Bloomberg calls a “sweep...
