Recently I joined Tim Beyers and Brian Feroldi on The Motley Fool podcast. In the hour-long interview we discussed cloud stock valuations, trends I’m bullish on, why I thinkZoom VideoandShopifyare the best cloud stocks, my prediction that EVs would pullback (they later did) and why that’s a buying opportunity, and why I continue to be longFUBOdue to the company being centered between two important microtrends albeit extremely early.

With the NASDAQ100 down about 10%, the current bull market’s darling, Tesla, is down about 27%.

In my latest Forbes article, I cover the 2020 Q4 earnings for Shopify, Roku, Fiverr and Palantir.

With many popular stay-at-home stocks pulling back on heavy volume and Bitcoin testing $50,000, investors are wondering what’s in store for the world’s most popular cryptocurrency.

2020 earnings from ad-tech stocks have shown us that digital advertising has rebounded sharply from the pandemic recession lows. 

SPACs offer retail investors the ability to invest early in a company’s life cycle. In the case of Snowflake, a company that went public via a traditional IPO, retail investors did not have this opportunity. By the time Snowflake debuted on the public markets, the share price had soared over 200% from its indicated opening price.

Last week, I posted an article exploring the difference between Roku and Netflix. In the article, I pointed out that because Netflix came in strong with the recent earn...

Netflix came in strong with the recent earnings and there is no reason to expect Roku will not also come in strong especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV.