kynny/iStock via Getty Images Bloom Energy: Lots of controversy; Lots of Opportunity The AI revolution has spawned opportunities and innovations in many places. It will not be a great surprise to most readers that AI data centers require lots of power to energize racks of servers and to keep those racks at an optimal temperature.…
Most of Ticker Target’s subscribers own a position in Nebius shares. In many cases, Nebius is their largest single holding. That is true, as well, for the Ticker Target high growth portfolio. So, I wanted to review a few observations regarding the company’s earnings release. I encourage readers who want answers to some specific questions…
1) Everpure After the market closed yesterday, Everpure announced that it had been selected to provide storage solutions to a second major hyperscaler. The announcement was short on details and specifics. The name of the hyperscaler was deliberately withheld. It is most probably either Google or Microsoft-odds are less on Amazon. This is a win for…
We made some changes in the high growth portfolio this morning. Shares of Everpure continued to spike. The spike today probably relates to an upgrade by the analysts at Susquehanna who raised their rating to a buy with a $125 PT. In addition, Morgan Stanley raised its PT to $108. The run in the shares…
Earnings season is rarely all one thing or the other. While Palantir reported an “otherworldly” result and Arista, Unity, Cloudflare and JFrog results were not far behind, the earnings that were reported last evening left something to be desired-quite a bit when it came to AppLovin and some ambiguities when it came to Axon and Figma. At the end of…
Everpure shares have recently spiked. They are up by almost 14% over the past week. I decided to trim the position in the high growth portfolio and sold 400 shares at $88.51. The sale raised $35,395. . This reduced the position to 2400 shares with a weight 6.91 % in the high growth portfolio. The portfolio…
The High Growth portfolio eliminated the remaining position in Snowflake selling 100 shares for $314.01. This raised $31,390. After the reaction to Datadog’s earnings, it seemed prudent to exit this position. While Datadog and Snowflake aren’t really business analogs they frequently trade in tandem. The high growth portfolio added 100 shares of Bloom Energy bringing that position to 200 shares. We…
We made further portfolio changes today in the high growth portfolio. We sold an additional 150 shares of Snowflake, taking that holding to 100 shares with a weight of sold the 150 shares at 1.02%. We sold the shares at $314.59. This sale raised $47,180. We replaced that position with a few purchases. The portfolio acquired…
Shares of Snowflake continued to spike and we have sold half of the remaining position (250 shares) at $314.01. The sale raised approximately $78,490. The remaining Snowflake position in the high growth portfolio is 250 shares and that has a weight of 2.79% in the high growth portfolio. If the shares continue to spike, we…
Rawpixel/iStock via Getty Images Mongo: Leading the NoSQL space; and leading in the technology for AI use cases Most analysts spend their days-and other times as well-looking for a less discovered company with an as yet undiscovered growth inflection. After all, once a growth inflection has become visible, most often the stock price has long…