Latest ideas and analyses related to cloud computing

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AMZN

+6 pts



Uncatchable Insurmountable lead in eCommerce still early stage in US eCommerce 3P more profitable than 1P = more FCF generation going forward Stock buy backs...

By Kas on July 19, 2022, 3:23 p.m.
Tagged topics: cloud computing , edge computing

Views: 2, Votes: 2, Responses: 0, Attachments: 0
AMZN

+6 pts



Uncatchable Insurmountable lead in eCommerce still early stage in US eCommerce 3P more profitable than 1P = more FCF generation going forward Stock buy backs...

By Kas on July 19, 2022, 3:23 p.m.
Tagged topics: cloud computing , edge computing

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AMZN

+5 pts



Livin on the Edge: Edge Computing Series Part 1-5 by Cowen

By tattit on July 19, 2022, 1:08 p.m.
Tagged topics: cloud computing , edge computing

Views: 33, Votes: 3, Responses: 2, Attachments: 0
WK

+41 pts



Workiva Inc cup and handle setting up for BO

By silverquest on Oct. 30, 2021, 6:12 p.m.
Tagged topics: cloud computing , regulatory compliance , creative cloud Saas

Views: 66, Votes: 11, Responses: 0, Attachments: 1
PINS , AVPT , FTNT , S , PANW , CRWD , TENB , SAIL , PING , ZS

+20 pts



#cybersecurity* #cloud computing* #data center* The Biden bill to invest more in cybersecurity to protect cloud computing and data centers makes these cybersecurity software companies...

By silverquest on Oct. 26, 2021, 9:21 p.m.
Tagged topics: cloud computing , data center , earnings preview , strong demand , security software , cybersecurity

Views: 4, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL

+31 pts



Healthy cloud spending environment will support AWS, even with Google competition

By ethonomics on Dec. 17, 2019, 11:31 a.m.
Tagged topics: AWS , spending environment , cloud computing

Views: 203, Votes: 2, Responses: 0, Attachments: 0