The Trade Desk’s Move from $150 to $450 Was Predictable
The Trade Desk (TTD) is the main beneficiary of people cutting the cord and switching to Connected TVs like Roku.
The Trade Desk (TTD) is the main beneficiary of people cutting the cord and switching to Connected TVs like Roku.
Splunk (SPLK) has different software applications that can analyze data to tell management how to adjust their offerings.
Veeva Systems (VEEV) runs software for most of the big drug companies. Now Veeva is getting into telemedicine.
Salesforce (CRM) is a machine that evolves by acquires leaders in growing software fields, like Tableau for web analytics.
Floor & Decor (FND) has a good environment to work in as people are staying-at-home and renovating them.
Lululemon’s (LULU) direct to consumer sales increased 68% last qtr, and now represent 54% of total revenue.
Invitae (NVTA) continues to climb after its merger with ArcherDX makes the company a leader in cancer testing.
Cloudfare (NET) is a network performance company and a cyber-security company all in one. NET stock is red-hot.
NVIDIA’s (NVDA) new Ampere graphics processing unit inside the NVIDIA A100 is a miracle for artificial intelligence in data centers.
Alibaba (BABA) said business has already bounced-back from the Coronavirus slowdown. Now the stock has good upside.
Yeti (YET) coolers should be a big hit this Summer season as people do picnics, cookouts, hiking and camping.
Travel isn’t bouncing back anytime soon, and that’s bad for Booking Holdings (BKNG). Still, long-term upside is solid.