Quality Stocks
☁️ Cloud is one of my favorite investment themes. It is expected to grow above 15% a year by 2030
But you have several ways to invest in it. Let's dig in 👇
MAJOR CLOUD PROVIDERS
🇺🇸 Microsoft $MSFT
🇺🇸 Amazon $AMZN
🇺🇸 Alphabet $GOOGL
DATA CENTERS
🇺🇸 Vertiv $VRT
🇺🇸 Arista Networks $ANET
🇫🇷 Schneider Electric $SU
SAAS SOFTWARE
🇺🇸 Adobe $ADBE
🇩🇪 Nemetschek $NEM
🇺🇸 Salesforce $CRM
🇺🇸 Servicenow $NOW
🇺🇸 Snowflake $SNOW
CYBERSECURITY
🇺🇸 Palo Alto $PANW
🇺🇸 Fortinet $FTNT
🇺🇸 Crowdstrike $CRWD
SEMICONDUCTORS
🇺🇸 AMD $AMD
🇺🇸 NVidia $NVDA
🇳🇱 ASML $ASML
IT CONSULTING
🇺🇸 Accenture $ACN
🇮🇳 Infosys $INFY
🇫🇷 Capgemini $CAP
Of course this is not an exhaustive list. Which stocks would you add to these cloud market winners?
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☁️ Cloud is one of my favorite investment themes. It is expected to grow above 15% a year by 2030
But you have several ways to invest in it. Let's dig in 👇
MAJOR CLOUD PROVIDERS
🇺🇸 Microsoft $MSFT
🇺🇸 Amazon $AMZN
🇺🇸 Alphabet $GOOGL
DATA CENTERS
🇺🇸 Vertiv $VRT
🇺🇸 Arista Networks $ANET
🇫🇷 Schneider Electric $SU
SAAS SOFTWARE
🇺🇸 Adobe $ADBE
🇩🇪 Nemetschek $NEM
🇺🇸 Salesforce $CRM
🇺🇸 Servicenow $NOW
🇺🇸 Snowflake $SNOW
CYBERSECURITY
🇺🇸 Palo Alto $PANW
🇺🇸 Fortinet $FTNT
🇺🇸 Crowdstrike $CRWD
SEMICONDUCTORS
🇺🇸 AMD $AMD
🇺🇸 NVidia $NVDA
🇳🇱 ASML $ASML
IT CONSULTING
🇺🇸 Accenture $ACN
🇮🇳 Infosys $INFY
🇫🇷 Capgemini $CAP
Of course this is not an exhaustive list. Which stocks would you add to these cloud market winners?
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Offshore
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Bourbon Capital
$OIL is up 2.83%
The price has rebounded from $71 to $77. Many people predicted a decline to $60, but I'm glad I never listen to people
Occidental Petroleum $OXY +1.26% 🟢 pre market https://t.co/6r3ximLQCO
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$OIL is up 2.83%
The price has rebounded from $71 to $77. Many people predicted a decline to $60, but I'm glad I never listen to people
Occidental Petroleum $OXY +1.26% 🟢 pre market https://t.co/6r3ximLQCO
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Offshore
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Stock Analysis Compilation
Newbridge AM on Vertiv Holdings $VRT US
Thesis: Vertiv's strong positioning in the rapidly growing data center infrastructure market, coupled with its strategic partnerships, offers significant growth potential
(Extract from their Q2 letter) https://t.co/QNZcRzogIx
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Newbridge AM on Vertiv Holdings $VRT US
Thesis: Vertiv's strong positioning in the rapidly growing data center infrastructure market, coupled with its strategic partnerships, offers significant growth potential
(Extract from their Q2 letter) https://t.co/QNZcRzogIx
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Offshore
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Quality Stocks
🎉 Thrilled to share that after 8 months, my newsletter has reached 5,000 subscribers!
❤️ I am incredibly proud of this 100% organic growth and excited to continue discussing stocks and business models with all of you every day! https://t.co/WFqPPQPpvt
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🎉 Thrilled to share that after 8 months, my newsletter has reached 5,000 subscribers!
❤️ I am incredibly proud of this 100% organic growth and excited to continue discussing stocks and business models with all of you every day! https://t.co/WFqPPQPpvt
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Offshore
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Bourbon Capital
If we don't see $75 this week, we might need to wait until the next FOMC
but it looks very possible this week
$PYPL https://t.co/O7n6qMeeII
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If we don't see $75 this week, we might need to wait until the next FOMC
but it looks very possible this week
$PYPL https://t.co/O7n6qMeeII
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Offshore
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Quiver Quantitative
🚨 BREAKING: We just caught a congressman day trading crypto altcoins.
U.S. Representative Mike Collins bought up to $50K of Aerodrome on July 26th.
He sold on August 4th, and then bought back in again on August 5th.
Pretty wild trading from a member of Congress. https://t.co/8rOnDRONnc
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🚨 BREAKING: We just caught a congressman day trading crypto altcoins.
U.S. Representative Mike Collins bought up to $50K of Aerodrome on July 26th.
He sold on August 4th, and then bought back in again on August 5th.
Pretty wild trading from a member of Congress. https://t.co/8rOnDRONnc
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AkhenOsiris
$ZS
Barclays analyst Saket Kalia raised the price target on Zscaler to $230 from $210 while maintaining an Overweight rating.
"We see upside to 4Q billings on healthy checks & seasonal strength, and think expectations for the FY25 billings guide are rightsized at 20% y/y growth off a higher base. We like the stock into next year as GTM changes could bear fruit & the SASE market is healthy."
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$ZS
Barclays analyst Saket Kalia raised the price target on Zscaler to $230 from $210 while maintaining an Overweight rating.
"We see upside to 4Q billings on healthy checks & seasonal strength, and think expectations for the FY25 billings guide are rightsized at 20% y/y growth off a higher base. We like the stock into next year as GTM changes could bear fruit & the SASE market is healthy."
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AkhenOsiris
$NVDA
Spotlight will be on guidance “as investors remain skittish on AI adoption,” Evercore ISI strategists said in a note.
Notably, only 5% of U.S. businesses currently utilize AI, according to Evercore. Moreover, hyperscaler capital expenditures, which have been closely linked to semiconductor sales, are expected to slow down in the second half of 2024.
As AI continues to expand its influence across various sectors, periods of market weakness are seen as buying opportunities.
Signs of AI making inroads into traditionally difficult-to-automate sectors, such as retail, are emerging, strategists said, highlighting Walmart’s use of GenAI to enhance productivity.
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$NVDA
Spotlight will be on guidance “as investors remain skittish on AI adoption,” Evercore ISI strategists said in a note.
Notably, only 5% of U.S. businesses currently utilize AI, according to Evercore. Moreover, hyperscaler capital expenditures, which have been closely linked to semiconductor sales, are expected to slow down in the second half of 2024.
As AI continues to expand its influence across various sectors, periods of market weakness are seen as buying opportunities.
Signs of AI making inroads into traditionally difficult-to-automate sectors, such as retail, are emerging, strategists said, highlighting Walmart’s use of GenAI to enhance productivity.
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Offshore
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App Economy Insights
$PDD Pinduoduo Q2 FY24.
• Revenue +86% Y/Y to $13.4B ($0.6B miss).
• Non-GAAP EPS $3.20 ($0.41 beat).
Jun Liu, VP of Finance:
"Looking ahead, revenue growth will inevitably face pressure due to intensified competition and external challenges. Profitability will also likely be impacted as we continue to invest resolutely.”
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$PDD Pinduoduo Q2 FY24.
• Revenue +86% Y/Y to $13.4B ($0.6B miss).
• Non-GAAP EPS $3.20 ($0.41 beat).
Jun Liu, VP of Finance:
"Looking ahead, revenue growth will inevitably face pressure due to intensified competition and external challenges. Profitability will also likely be impacted as we continue to invest resolutely.”
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Offshore
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Quality Investing with Aria
I don’t care what happened or how bad the earnings are, -30% is almost certainly an over-reaction for any company $PDD
Fyi I’ve done zero due diligence 🤷♂️ https://t.co/3E8j5XPL3A
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I don’t care what happened or how bad the earnings are, -30% is almost certainly an over-reaction for any company $PDD
Fyi I’ve done zero due diligence 🤷♂️ https://t.co/3E8j5XPL3A
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