Latest ideas and analyses related to cloud

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
SNOW

+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
Tech

+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
SNOW , DDOG

+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
Tech

+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
CSCO

+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
NET

+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
MSFT

+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
MDB

+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
MSFT

+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
BABA

+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
AMZN

+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
AMZN

+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
SPLK

+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
SNOW

+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
MSFT , DOX , APPS , DOCN

+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
DDOG , NET

+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
APPS , DOX , DOCN , MSFT

+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
ZS

+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
TDOC

+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
MRVL

+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