Cloudflare is a Great Company With Little Profits
Cloudflare (NET) is taking the cloud computing world by storm, But NET is cascading lower as the company makes little profit.
Cloudflare (NET) is taking the cloud computing world by storm, But NET is cascading lower as the company makes little profit.
Coinbase (COIN) is buying, FairX derivatives platform so clients can trade Bitcoin futures in the U.S. Here’s our take on COIN stock:
The Trade Desk (TTD) could be the future in online ads as its Unified ID 2.0 solution can replace third-party cookies.
NVIDIA (NVDA) Omiverse Avatars — or digital robots — can assist a market of 40 million 3D designers worldwide at $1000 per year.
HubSpot (HUBS) fell mightily from its highs as software stocks have gotten crushed. Now, the stock seems fairly valued at $525.
Sea (SE) has been hammered in this speculative stock Bear Market. But I think it has 150% upside to my 2023 Fair Value of $462.
Floor & Decor (FND) has been fabulous as the housing market is red-hot. But higher container costs are now cutting profits.
2022 for RH (RH) is the Year of the New, as it launches its Contemporary brand, two private charter jets, and a luxury yacht.
Palo Alto Networks (PANW) landed 160 deals of +$1 million last qtr as governments and companies up their cybersecurity.
Upstart (UPST) is generating loan approvals with AI instead of FICO scores. Revenue/profits are soaring, but what about credit risk?
Arista Networks (ANET) makes network switches that help computer servers communicate in datacenters and the metaverse.
Amazon’s (AMZN) facing higher labor, third-party shipping, and steel costs, which are taking a big bite out of profits.