Industry: Internet Infrastructure

Article
Cloud Computing Check-in: The February 2023 Edition
Feb 10, 2023
Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...
Internet Infrastructure
Article
Cloud Computing Checkin: The November 2022 Edition
Oct 31, 2022
Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...
Enterprise Software
Article
Is Fastly Primed For a Rebound?
Sep 14, 2022
We look into Fastly's Q2 2022 report and try to decipher whether or not now is the time to invest for a rebound.
Internet Infrastructure
Article
Cloud Computing Checkin: The August 2022 Edition
Aug 8, 2022
Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...
Enterprise Software
Article
Is the Future Of Cloud Computing Cloudy?
May 7, 2022
We dive into the latest results of Amazon's Web Services, Microsoft Azure, and Google Cloud Computing to understand the state-of-the-cloud...
Enterprise Software


Advisor Update
A Cloud Computing Check-In
Feb 7, 2022
The big 3 Infrastructure as a Service (IaaS) providers are possibly a good indicator of the state of enterprise software as a whole. Anirban drives into the recent Amazon, Microsoft, and Alphabet...
Enterprise Software

Premium Advisor Update
My Notes from the WSJ Tech Live Conference: October 2021
Oct 18, 2021
Internet Infrastructure

Premium Advisor Update
The Ubiquiti Case Study: Using Share Buybacks as a Weapon
Oct 13, 2021
Internet Infrastructure
Article
Will the Federal Trade Commission’s Lawsuit Break Up Facebook?
Aug 24, 2021
The government agency can move forward with its suit which was once rejected by a federal judge.
Entertainment
Article
Why Fastly’s on the Fast Track to Being Acquired
Jul 28, 2021
The edge computing leader has innovative technology, lucrative customer relationships, and a lagging stock price. These are almost certainly attracting M&A attention.
Internet Infrastructure
Article
Why Acquisition Speculation Constantly Swirls Around Nutanix
Jul 22, 2021
This mid-cap tech stock might be in the crosshairs of several tech titans.
Internet Infrastructure
Article
Do America’s Businesses Have a Cybersecurity Problem?
Jul 12, 2021
A new round of ransomware attacks has shown that there are vulnerabilities.
Internet Infrastructure
Article
Does Big Tech Need More Regulation?
Jun 22, 2021
The U.S. government has a number of plans to keep big tech in check under consideration.
Consumer Electronics
Article
A Look at Why SaaS Stocks Are Struggling
May 20, 2021
It has been a rough few weeks for software-as-a-service stocks.
Enterprise Software
Article
Why Are Tech Stocks Getting Hit So Hard?
May 11, 2021
The market has hit tech stocks pretty hard but that does not change our long-term view on these companies.
Enterprise Software
Article
Slowdown in Fastly’s Core Business
May 5, 2021
A look at Fastly’s Q1 2021 results.
Enterprise Software
Article
What Will Apple’s Big Privacy Change Mean for Facebook?
Apr 30, 2021
Apple has made a big change to its privacy rules and Facebook isn't happy.
Consumer Discretionary
Article
Meet the First Public Quantum Computing Company
Apr 12, 2021
There's now a publicly-traded quantum computing company. What does that mean?
Internet Infrastructure
Article
Welcome Anirban Mahanti to 7investing!
Apr 1, 2021
7investing is excited to welcome Anirban Mahanti as its newest lead advisor.
Enterprise Software
Article
An Interesting Growth Opportunity in the Cellular Connectivity Industry
Jan 22, 2021
Austin Lieberman sees a compelling investment case capitalizing on expanded cellular coverage.
Internet Infrastructure
Article
Investors, Don’t Underestimate the Smart Home Opportunity
Jan 22, 2021
You've heard about the "Internet of Things." But this budding niche within that larger trend could be a lucrative source of market-beating gains.
Consumer Electronics

Premium Advisor Update
Investing in the World’s “Three Internets”
Jan 15, 2021
Internet Infrastructure

Premium Advisor Update
China Claims a Quantum Advantage – Here’s What it Will…
Dec 15, 2020
Internet Infrastructure


Article
Austin’s September Update: International Opportunities
Sep 22, 2020
7investing lead advisor Austin Lieberman has a China-based, fast-growing software company on his radar.
Internet Infrastructure

Video
Steve’s Top Stock for April
Apr 1, 2020
7investing advisor Steve Symington's Top Stock for April is an underappreciated leader in the fast-growing network infrastructure space.
Internet Infrastructure