https://ca.finance.yahoo.com/news/peloton-shares-climb-fitness-buffs-170315985.html
Fake tech?
@marcus335
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They are at least scalable. I think it’s a bit of hybrid of tech and services.
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Zooming along nicely.
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Shopify Is Enjoying a Big Moment and Hoping It Will Last
The creator of online storefronts for companies large and small has made its founder a billionaire.
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Not started in 7x7 and compete vs AMZN, not good, said a certain blogger 
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So, data got mistakenly routed to China, uh huh
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Sure, until they get busted again next time 
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SHOP and TWLO both hit ATH. That’s not bad considering no one ever buys anything from a company using SHOP.
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Cramer stocks, DT and ZS also ATHs 
So much for Cramer is after the fact.
Bought on Dec 19, didn’t add during mid-Mar, no more cash in that account. Up 3x from mid-Mar bottom.
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Cramer mentioned it long ago. Didn’t buy.
Fastly’s technology helps consumers more rapidly view and retrieve digital content. Its customers include e-commerce software provider Shopify, music-streaming service Spotify and messaging app Slack, which are all seeing usage spikes with so many people working remotely.
Domino effect.
In the content delivery network (CDN) market, Fastly is only about one-fifteenth the size of Akamai in terms of revenue, but almost half as big when it comes to market value. Fastly’s market cap now sits at $7.6 billion, while Akamai is worth $16.5 billion. Cloudflare, another competitor in the space, has more than doubled in value in the past four months to an $11.2 billion market cap.
Cramer also mentioned cloud flare.
Both are better than AKAM?
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FOMO buy SPOT and ETSY.
I have FOMO with OKTA. Closed my puts for an 85% gain. I still didn’t get to buy any shares.
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Here’s a new screen based on gross margin, revenue growth, market cap, and founder CEO:
HUBS
ZEN
FSLY
ESTC
BILL
BL
APPN
BAND
PS
I think ZEN and BL were on the list last time. They’ve both grown a lot but still have a relatively small market cap.
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I’d further apply my California filter, the only ones left would be: ZEN, FSLY and ESTC.
Interestingly nothing from the Seattle area. Seems to me the lack of noncompete protection may be hurting the startup flow in Washington.