Summary The best strategy to invest in the AI revolution is to focus on the pick and shovel vendors in the space. These companies serve as toll takers on the road to the deployment of AI based applications. AI needs lots of storage and thus we recommend shares of Pure. AI needs unified storage/compute and…
Artificial Intelligence has burst on the investment scene with the force of a tsunami the last 6 months or so. Most IT companies are now using AI internally, and most now offer solutions that are based on the technology. I have gotten some questions about what stocks in which to invest in to take advantage…
Summary Pagaya is a fintech company that uses AI technology to underwrite loans and has partnerships with major financial institutions like Visa, SoFi Technologies, and Ally Technologies.Despite a challenging environment, Pagaya has managed to grow its revenues and maintain a stable business model.However, the company’s shares are not for the faint of heart, as they…
I have been thinking about this for some time now. The fact that there is a little consolidation activity going on today was not a factor in my preparing this post. For the most part Ticker Target, while I think of it as a unique service, is based on traditional analysis leavened by some of…
Summary Alteryx Q4 earnings were a significant upside with better than expected results for revenues, ARR and non-GAAP operating profits.The company is benefitting from a significant set of initiatives including a new go-to-market motion and a cloud analytics platform.The company is benefitting from a significant set of initiatives including a new go-to-market motion and a…
There has been much written and discussed about the slowdown in the enterprise software space. Last week when Google and Amazon reported that their cloud revenue growth had faltered, it cast a pall on the entire space. Some subscribers have asked me if the issues with regards to the growth in the usage in the…