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Research

  • By Published On: August 29, 2024

    Supermicro’s Selloff is an Opportunity. Here’s Why I’m Buying the Stock.

    Super Micro Computer (Nasdaq: SMCI) has been one of Wall Street's darlings of [...]

  • By Published On: January 22, 2024

    Investing in the Cloud: Mission-Critical, Land-and-Expand, and Sustainable Growth

    This article appears from guest contributor Anand Khatri. Anand is the founder of [...]

  • By Published On: April 1, 2023

    April 2023 Stock Rec #5

  • By Published On: April 1, 2023

    Super Micro Computer Deep Dive: April 2023

  • By Published On: February 10, 2023

    Cloud Computing Check-in: The February 2023 Edition

    I (Anirban here) am back once again with my quarterly cloud computing check-in. [...]

  • By Published On: October 31, 2022

    Cloud Computing Checkin: The November 2022 Edition

  • Cloud computing digital display/tree
    By Published On: September 14, 2022

    Is Fastly Primed For a Rebound?

  • A graphic of a cloud and digital icons.
    By Published On: August 8, 2022

    Cloud Computing Checkin: The August 2022 Edition

  • By Published On: August 1, 2022

    August 2022 Stock Rec #7

  • By Published On: May 7, 2022

    Is the Future Of Cloud Computing Cloudy?

  • an image of a person wearing VR goggles
    By Published On: March 14, 2022

    Making Money in the Metaverse

  • Cloud with data raining out of it
    By Published On: February 7, 2022

    A Cloud Computing Check-In

  • By Published On: October 18, 2021

    My Notes from the WSJ Tech Live Conference: October 2021

  • By Published On: October 13, 2021

    The Ubiquiti Case Study: Using Share Buybacks as a Weapon

  • By Published On: August 26, 2021

    The Intrigue of Quantum Computing with Strangeworks CEO whurley

    Quantum computing's has the world's attention, as investors turn a curious eye toward [...]

  • Facebook mobile interface on three smartphones
    By Published On: August 24, 2021

    Will the Federal Trade Commission’s Lawsuit Break Up Facebook?