Adobe is out to eat SHOP’s lunch.
• Adobe (ADBE +1.7%) is putting its $1.68B acquisition of e-commerce specialist Magento to good use with an Amazon (NASDAQ:AMZN) partnership.
• Adobe will offer Magento Commerce branded stores to Amazon sellers with the shops running on Amazon Web Services.
• Magento Commerce is part of Adobe’s Experience Cloud but still supports native Amazon merchant tools like Amazon Pay and Fulfillment by Amazon.
Underweight SHOP 
VEEV ATH.
VEEV SHOP NOW continues to do very well.
Since Jun 1, Clouds have/still are shooting up… some over 20% 
Today MDB has gone crazy! 16% jump.
@manch favorite BOX is pathetic. So is TSLA 
That’s why I have rules that guard against me. The biggest enemy of my portfolio is me. 
I got stopped out of BOX long ago. Have been monitoring it to see if I should go back in. But its technicals has always been pretty weak. I am updating my thinking to see where I got wrong. Maybe Steve Jobs was right all along. All these boxes are just features and not products.
The promise of SaaS is that you do everything online. That implies you are not dealing with local files anymore. Local files were a thing of the past when people still worked with desktop apps. SaaS means you deal with online interface that saves stuff in their own DB. So Box and Dropbox will all be losers in the new era. They were clutches from the past.
I still don’t get what’s the unique angle on MDB that other DB like AWS’ DynamoDB don’t have. Dynamo should be better integrated than any 3rd party DB?
I store all my data/documents/media on iCloud. Only has applications installed on Mac. That way I can switch to any Macs/iOS devices and still can access the same data/documents. And no need to worry about backup/archival. Upgrading to a new Mac is a bliss, no extra work, just login.
MDB is the default database used for machine learning guys.
Huge difference between MDB and DynamoDb.
The fact that MDB wrote that comparison article means they are feeling some heat from dynamo. Dynamo may not be as feature rich but amazon is no doubt working to enhance it.
I don’t know enough to make a bet yet. Need to investigate more.
Cloud sticks are flying higher today.
Who are selling clouds today? Many tumbles more than 3%.
According to @manch SHOP would be destroyed by AMZN. Thou shall not compete with AMZN. So far, SHOP is winning.
Ebay was hot for a while too. 
On the retail side, FBA is the cash cow. Now multiple companies are attacking the space. FBA is growing more than 2x faster than Amazon’s own retail business.
SHOP is like TSLA for me. Too hard. You guys true believers go right ahead. I will take on other easier issues.
If you not can’t tell the difference, just buy SPY and forget about it.
I am not a true believer in Tesla but at 188 is was too good a deal.
Cloud stocks are getting whacked today.
