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

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

This report covers the 3rd Quarter Earnings of Pinterest, Snap, Microsoft, Twilio and Shopify

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.

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...

This is an analysis by David Marlin, equity analyst for Beth.Technology. In this analysis, he explains why he is long CrowdStrike.

Rebound numbers from Q3 will look spectacular following the paralyzing effects of strict shelter-in-place orders in Q2. The economy is officially in a recession after posting two negative quarters of GDP growth at (5%) in Q1 and (32%) GDP in Q2. The latest estimate from Atlanta’s Fed GDPNow for Q3 2020 is showing a record rebound of 35.3%.

The Economist was correct when it recently stated that Palantir is “more than a technological project, it is a philosophical, even political one.”

This is the inaugural momentum list report written by David Marlin. We will release this report on a monthly basis.

I realize you have a choice in the newsletters you subscribe to and my way of saying thanks is to offer original analysis. Most newsletters will wait for breakouts and ...

Snowflake is the most anticipated IPO of the year. Investors should decide in advance how much they are willing to pay as Snowflake will test the upper limits of what it means to have a stretched valuation.

IPO Report card:As of late, the underlying goal of IPOs appears to be how to get retailers to pay as much as possible until the lock-up expires. It doesn't matter if Be...

Asana was founded by Dustin Moskovitz, who is best known for co-founding Facebook with his Harvard roommate, Mark Zuckerberg. Asana filed its S-1 last week and is expected to list directly on the NYSE in late September.

On August 5th, Roku announced very strong Q2 results led by outstanding account growth. Total revenue grew 42% YoY to $356 million, representing a beat of 7% above consensus estimates

Although there are many tech giants with products in the cloud-native communications space, such as Microsoft, Google and up-and-comer Zoom, the Tier 1 Network powering many of these voice features is offered by a little-known company called Bandwidth.

In the upcoming release of iOS 14 in September, Apple will make this an opt-in for every single application. This means a message will appear for every application using a mobile device ID asking for permission.

About a week ago, Dan Shvartsman from Seeking Alpha interviewed Knox Ridley and I about the Zoom call we made last Fall, the trade made In January in the low-$60s, and ...

Today, tech stock investors would be remiss to not have cloud in their tech portfolio as the category has proven to be secular and insulated from economic drawdowns.

Last July, I began covering bitcoin. The premise was based on three phases for widespread adoption: institutional adoption, global economic uncertainty, and mobile paym...

The average cloud software company reported 10% growth during the 2008-2009 recession. Meanwhile, we’ve seen the market react harshly towards companies guiding for 25% ...

The saying “history does not repeat but it rhymes” has not yet applied to the dot-com bubble, when five years of euphoria burst into a 78% drop in prices over two years. Tech has largely gone unscathed as it has bumped oil from being the number one industry.

Paul Tudor Jones is one of many money managers who believes that protecting your money is more important than making it. In my latest article, I discussed this very con...

I recently wrote a report analyzing the future of Roku in 2020. My guess is investors will get Roku’s story wrong again this year as the company must choose between its...

Last week I wrote an article explaining why I’m pivoting away from the bull thesis for The Trade Desk for 2020.

Last week, I wrote about Slack’s product-market fit, and why it's set to continue thriving in the work-from-home trend.

Last week in Forbes, I explained why Netflix will remain the leader in the OTT market.

In a recent article, I pointed out that ad-tech may have a long road ahead before previous levels of demand return. Despite increased usage, Facebook, Google and Twitte...

Last March, I wrote a deep dive analysis on Uber and its ability to turn a profit this year. Despite the coronavirus causing the company to cut back operations nation-wide with declines of up to 80% in ride-sharing volume, Uber is receiving analyst upgrades based on the company’s variable cost structure

Throughout the generations, there have been world wars, depressions, recessions and financial market implosions, but this is the first market to be whipsawed by machines. What’s driving the intensity is algorithms which puts wealth preservation at stake as retirement funds compete against quant traders.

I recently discussed Zoom Video and its continued phenomenal rise. In the face of a global pandemic, the company has become the top performing stock on the NASDAQ this ...