Latest ideas and analyses related to edge 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
AMZN , MSFT , NET , FSLY

+1 pts



thanks...

By i_sarut on Nov. 30, 2021, 7:20 a.m.
Tagged topics: Azure , deep dive , edge computing , disruptive technology

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT , AMZN , NET , FSLY

+52 pts



In the race to the "Edge", $NET currently has a solid lead

By phenphen on Nov. 15, 2021, 11:28 a.m.
Tagged topics: Azure , deep dive , edge computing , disruptive technology

Views: 313, Votes: 10, Responses: 1, Attachments: 1
AMZN , NET , FSLY , AKAM

+1 pts



thanks...

By i_sarut on Oct. 3, 2021, 1:03 a.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AKAM , NET , FSLY , AMZN

+37 pts



Piper Sandler believes $AKAM and $NET better positioned even as $AMZN focuses on investing in #CloudFront

By josiebe on Oct. 2, 2021, 4:04 p.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 285, Votes: 2, Responses: 1, Attachments: 2
NET , AMZN

+34 pts



$NET - Needham says new capabilities in edge storage will attract even more developers to their platform

By josiebe on Sept. 29, 2021, 11:02 a.m.
Tagged topics: edge computing , Needham , security software , egress fees

Views: 236, Votes: 2, Responses: 0, Attachments: 2
AKAM , NET

+34 pts



$AKAM, $NET - Piper Sandler sees 5G driving greater competition for edge real-estate, setting up for a bullish decade

By josiebe on June 22, 2021, 11:39 a.m.
Tagged topics: 5G , growth outlook , edge computing , Piper Sandler

Views: 208, Votes: 2, Responses: 0, Attachments: 5
FSLY

+33 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 200, Votes: 2, Responses: 0, Attachments: 41
NVDA

+2 pts



great research post, thx!...

By rogoman on May 27, 2021, 1:35 p.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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

+12 pts



Great Report on NVDA, Even Semi are cyclicals but Nvda has multiple sector which are secular grower. #improving outlook*#margin improvement*#earnings results*...

By anon7828 on May 27, 2021, 12:52 p.m.
Tagged topics: margin improvement , earnings results , gaming , edge computing , improving outlook , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 3, Votes: 3, Responses: 0, Attachments: 0
NVDA

+47 pts



$NVDA - another beat-and-raise, best positioned company to benefit from growing demand across gaming, data center, automotive, and edge application

By bbern3 on May 27, 2021, 9:37 a.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 208, Votes: 7, Responses: 2, Attachments: 12
NET , NVDA

+31 pts



$NET - RBC says partnership with $NVDA could lead to a larger TAM

By josiebe on April 14, 2021, 11:55 a.m.
Tagged topics: partnership , long-term story , AI , TAM expansion , edge computing , RBC

Views: 190, Votes: 1, Responses: 0, Attachments: 2
NVDA

+31 pts



$NVDA - Oppenheimer raises estimates following bullish investor day, says Nvidia's evolving platform creates recurring revenues opportunities going forward

By josiebe on April 13, 2021, 11:38 a.m.
Tagged topics: investor day , AI , gaming , analyst raises estimates , edge computing , Oppenheimer , semi shortage , Grace

Views: 206, Votes: 1, Responses: 0, Attachments: 7
CRM , MSFT , T , FSLY , VZ , DOX , EGHT , EQIX

+5 pts



Nice

By beat_the_street on April 3, 2021, 5:26 a.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

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

+5 pts



Helpful

By beat_the_street on March 30, 2021, 8:24 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FSLY

+5 pts



AMAZING

By johnoneoff on March 30, 2021, 4:18 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

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

+44 pts



$FSLY - RayJay's deep dive initiation report from June 2019 (as requested)

By ethonomics on March 30, 2021, 2:34 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

Views: 83, Votes: 2, Responses: 2, Attachments: 56
MSFT , CRM , DOX , EQIX , EGHT , FSLY , T , VZ

+74 pts



Oppenheimer says cloud adoption is 'accelerating on all fronts', says cloud exposure should be core holdings as we are still in the very early innings of this IT mega trend

By ethonomics on Feb. 26, 2021, 12:41 p.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 346, Votes: 2, Responses: 1, Attachments: 5