The parade of earnings continues and for the most part results of the IT vendors reporting have been quite strong. There have been a few disappointments to be sure of which FB is the most prominent. FB is not a company I really review and obviously it appeals to some class of investors/analysts who are…
Summary Arista shares have bounced sharply since their nadir after the release of quarterly earnings and disastrous guidance. Some of the upside relates to the apparent acquisition of Big Switch by Arista after a hard fought competition with other networking vendors. While cloud titan Microsoft indicated a Q4 decline in capex, other indications from suppliers…
The first few earnings relating to the quarter that ended in December have been published now. They were all beats, and beats in terms of revenue as well as EPS. IBM even managed to post organic growth-although 0.1% is hardly enough to make most investors sit-up and take notice. Thematically, the fact is that last…
Bert and Ryan explore the current investment environment in the IT space. Bert talks about key industry trends such as digital transformation, team collaboration and artificial intelligence. Bert explains how those trends are improving the returns users can get by investing in IT and how that is powering a strong secular growth story that is…
Melt-ups-should readers take some profits? I have gotten quite a number of questions regarding what readers ought to do in the wake of the melt-up over the past several weeks. I try to avoid making market calls; my own experience is that for every accurate call made by a market strategist, another one fails. I…
Summary Livongo Health is a fairly recent IPO that is one of several recent digital health companies. The company describes its mission as one of AI+AI or Aggregate/ Interpret/Apply/Iterate. The shares are trading around where they opened back in July despite very strong quarterly results reported in November. Growth has been and remains at triple…
Tuesday is often condemned for its mediocrity. While every couple of years it provides the excitement of electoral drama, much of the time, at least in popular culture, it is derided for lacking the drama of the start of the week, or even the sense of accomplishment of “hump” Wednesday. Today is one of the…
After a week of high tension, the world has seemingly averted catastrophe, and the US would seemingly have achieved a strategic victory in its long standing fight against Iran’s goals of regional hegemony. The belief that a wider war has been avoided, but with Iran’s military/technology capabilities seen as inept, is obviously putting a tailwind…
First of all, neither I nor anyone else in this country, wants to see a wider conflict with Iran. Even our President and Secretary of State have said they do not seek regime change. So far as I can determine, there is no plan or purpose in sending an army into Iran or in launching…
Summary Fastly is one of the creators of the edge computing paradigm. This paradigm is shaking up the world of legacy CDN providers. Fastly makes the internet faster for its users and fast is what most end-users want. The company has had a checkered share price history since its IPO back in May. Piper Jaffrey…