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Latest ideas and analyses related to cloud
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Latest ideas and analyses related to cloud
+2 pts
Requesting Baird's initiation of Snowflake $SNOW
By grinch123.yjy on July 13, 2022, 8:27 p.m.
Tagged topics: cloud
Views: 17, Votes: 3, Responses: 0, Attachments: 0
+11 pts
Cloud and data center are the only growth force to drive Semiconductor. If cash preservation is the main theme in the following year, it will...
By wallstreetfront on June 16, 2022, 2:59 a.m.
Tagged topics: deep dive , risk to estimates , cloud , datacenter
Views: 3, Votes: 2, Responses: 0, Attachments: 0
+47 pts
Software: What's New in the New Stack? Feedback on Our Deep-dive Report into Consumption Models
By realmomobags on June 15, 2022, 2:23 a.m.
Tagged topics: software , cloud , SaaS
Views: 42, Votes: 9, Responses: 0, Attachments: 1
+49 pts
Storm(y) Clouds on the Horizon
By mooreideas on June 14, 2022, 1:13 p.m.
Tagged topics: deep dive , risk to estimates , cloud , datacenter
Views: 49, Votes: 7, Responses: 1, Attachments: 1
+30 pts
$CSCO Storm Before the Calm or Calm Before the Storm?
By realmomobags on May 19, 2022, 3:04 a.m.
Tagged topics: earnings results , cloud
Views: 7, Votes: 1, Responses: 0, Attachments: 1
+38 pts
$NET 1Q22 Results – Proving Out a Durable Growth Profile, But the Multiple May Prove Less So
By realmomobags on May 6, 2022, 3:11 a.m.
Tagged topics: earnings results , cloud , SaaS
Views: 34, Votes: 4, Responses: 0, Attachments: 1
+41 pts
$MSFT 3Q22 Results — This is Why We Own Software
By realmomobags on April 27, 2022, 5:16 a.m.
Tagged topics: software , cloud
Views: 42, Votes: 3, Responses: 0, Attachments: 1
+34 pts
Takeaways from MS On 4Q22 $MDB Results, that in their view defied expectations
By realmomobags on March 9, 2022, 8:14 a.m.
Tagged topics: cloud , SaaS
Views: 31, Votes: 3, Responses: 0, Attachments: 1
+49 pts
MS bullish on MSFT post earnings and Azure growth guide
By realmomobags on Jan. 26, 2022, 9:22 a.m.
Tagged topics: software , cloud
Views: 68, Votes: 7, Responses: 0, Attachments: 1
+38 pts
$BABA Alibaba's Pivot To International Business And Cloud
By Btam on Jan. 16, 2022, 1:03 a.m.
Tagged topics: China , international growth , cloud , Internet
Views: 51, Votes: 3, Responses: 0, Attachments: 3
+16 pts
thank you! Amazon from a technical standpoint has been in a long range since last summer 2020. It has slowly trending higher from the March...
By Supersaverguy on Nov. 30, 2021, 11:10 a.m.
Tagged topics: cloud
Views: 3, Votes: 4, Responses: 0, Attachments: 0
+47 pts
$AMZN - Strong growth in AWS
By beat_the_street on Nov. 30, 2021, 6:50 a.m.
Tagged topics: cloud
Views: 81, Votes: 8, Responses: 1, Attachments: 1
+39 pts
$SPLK - leadership transition, but well positioned ahead of large cloud opportunity
By ethonomics on Nov. 15, 2021, 3:15 p.m.
Tagged topics: management change , buy the dip , cloud
Views: 230, Votes: 5, Responses: 0, Attachments: 1
+1 pts
thanks...
By i_sarut on Oct. 26, 2021, 7:27 a.m.
Tagged topics: secular growth , JP Morgan , cloud
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+5 pts
Cloud is one area I follow very closely. Thanks for this note. Pleaae send more like this....
By uniqueerique on Oct. 18, 2021, 3:05 a.m.
Tagged topics: earnings preview , Oppenheimer , cloud
Views: 3, Votes: 1, Responses: 0, Attachments: 0
+34 pts
DDOG bounce retest
By silverquest on Oct. 17, 2021, 7:55 p.m.
Tagged topics: earnings results , cloud , analytics
Views: 49, Votes: 4, Responses: 0, Attachments: 1
+39 pts
Oppenheimer 3Q #Cloud Preview - Pricing Power Please
By phenphen on Oct. 17, 2021, 11:44 a.m.
Tagged topics: earnings preview , Oppenheimer , cloud
Views: 64, Votes: 5, Responses: 1, Attachments: 2
+33 pts
$ZS - Digital transformation and cloud adoption leverage growth
By beat_the_street on Oct. 10, 2021, 11:39 a.m.
Tagged topics: cloud , Billing growth , remote working
Views: 63, Votes: 2, Responses: 0, Attachments: 2
+37 pts
AI, Blockchain, Cloud and Data Analytics: Transforming healthcare landscape
By beat_the_street on Oct. 10, 2021, 9:07 a.m.
Tagged topics: cloud , healthcare , blockchain
Views: 88, Votes: 3, Responses: 0, Attachments: 2
+35 pts
Barclays says $MRVL has reshaped its portfolio to leverage growth in cloud and infrastructure markets
By bbern3 on Oct. 7, 2021, 10:24 a.m.
Tagged topics: investor day , Barclays , cloud , raised guidance
Views: 183, Votes: 2, Responses: 0, Attachments: 2