And the winner is…Cloud! The tech industry sub-sector with perhaps this year’s meatiest move is undoubtedly cloud computing.
Search Results for: "cloud computing"
Imagine converting your a majority of your accumulated possessions into digital files and shedding all that weight.
Microsoft moving its cloud offering to a paid model.
The Cloud Computing theme is too sexy…they won’t be able to resist building a fund for it.
Cloud computing is the driving tech rally: Trader from CNBC.
Be Humble is probably not a bad look right now in the tech world.
Last July, I unveiled what I thought could be the most important technology stock in the world going forward live on my show The Halftime Report. That stock was NVIDIA (NVDA) and it went on to become the best performing stock in the S&P 500 for 2016. I don’t have the original clip, but here’s…
Warren Buffett bets on the continuation of the present into the future. He eschews investments based on innovation or dramatic change in favor of owning assets that reliably produce profits for their owners. Insurance, railroads, candy, ketchup. Jeff Bezos bets on the disruption of the present into the future. He eschews focusing on reliable profitability in…
Regular readers know I’m not a fan of forecasts, but I do love cogently argued takes on whether or not current trends can persist into the near future. I also find it valuable to get a sense of what The Street’s expectations are and to think about whether or not I agree with them. Bank…