Cloud Kings


#142

Consumer focused is bad.


#143

This guy is saying the same thing I said. I should be paid to write the article; there’s a typo on the headline:


#146

GoogleDrive, Box, and dropbox dropped from top 5.
Time for @manch to migrate to iCloud for his photo and video storage needs.

49%20AM

BI Stocks

24e2f4c77feca39d90fe81c9c4963251503ea900_2_500x500

Zendesk: Helpdesk
Atlassian: Software project management and support
HubSpot: Marketing and Sales
Wix: Web Design
ServiceNow: Workflow platform
Workday: ERP (HR, FM, Planning)
New Relic: Software analytics
DATA, AYX: BI
SPLK: log file analytics


#147

@Jil now that you are flushed with cash after selling AAPLs and itching to get back into market through cloud, may I suggest that you FA these businesses:

BI: MSFT, DATA and AYX - which one is better to invest now (talking about return here not which one is the best company)

HCI: NTNX and VMW

WDAY, ZEN, SHOP, TWLO

Thought experiment: If you are starting up a fairly large retail store in Austin selling some super duper products targeting USA, China and India, which software products would you use?

@manch How about you? Which software products?


#148

I am in favor of AYX, SHOP, TWLO, UBNT, TDOC, SQ, VEEV other than TSLA, STNE and TEVA.

I will wait for S&P bottom.


#149

Why is AYX better than DATA? MSFT and DATA are leaders in BI.


#150

I did some research today, they are supposed to provide results today. Last one was surprise positive than expected negative. Let us wait and see.


#151

Cloud bulls resting! WIX panting hard.
TWLO is twinkling.

41%20AM

Should be waiting for the tsunami of IPOs to be over.


#152

Most of government engaged companies are affected by shutdown like this, that will pull down the market soon.

https://finance.yahoo.com/news/southwest-airlines-drops-government-shutdown-114303706.html

I really doubt about IPOs now as they are asked to re-submit again by SEC. It will be too late for them to come when market is in dip.

Morgan Stanley reduced GDP growth from 2.2% to 1.7% accounting 35 days shutdown impact.


#153

AYX


#154

Have cloud stocks started to pullback meaningfully?
I need to get a few at bargain price :hushed:
@tomato likes MDB, any1 here has it?

43%20PM


#155

MDB changed their license and Amazon just worked around it and offered their own version. I think it’s future is kinda iffy.


#157

Will Shopify be the next Amazon?

When would Andrew come again? Need to buy at princess’ price.


#158

Regarding Shopify, they are not making profit, but hoarding massive cash using follow-on shares dilution.

You to time it carefully.


#159

@hanera, what a surprise ! Warren buffet is in Cloud Technology !.Just read about STNE bloomberg profile.


#160

BRK owned two clouds: RHT and STNE


#161

I do not understand why WB backdoor to IBM as they are going to takeover RHT eventually !


#162

Hope you didn’t sell STNE. I am about to look into STNE more deeply and it booms! In any case, is now one of the cloud that I would be monitoring. Not interested in DBX but if the price is right, might consider. Personally, I like BOX better than DBX.

47%20AM


#163

I sold 60% of it at $22, holding 40%, means only my profit is held at stocks. Original amount is taken back like TSLA.


#164

AYX and DATA are complementary and not competitive at this stage. Depending on how each develops their product portfolio, they may/may not become competitors later