Breaking Analysis: Snowflake’s Wild Ride & How Investment Pros See its Future
Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has come […]
Breaking Analysis: Snowflake’s Wild Ride & How Investment Pros See its Future
Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has come […]
Breaking Analysis: Pat Gelsinger has the Vision… Intel Just Needs Time, Cash & a Miracle
Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. […]
Breaking Analysis: Pat Gelsinger has the Vision… Intel Just Needs Time, Cash & a Miracle
Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. […]
Breaking Analysis: RPA has Become a Transformation Catalyst, Here’s What’s New
In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprise-wide megatrend that puts automation at the center of digital business initiatives. In this Breaking […]
Breaking Analysis: RPA has Become a Transformation Catalyst, Here's What's New
In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprise-wide megatrend that puts automation at the center of digital business initiatives. In this Breaking […]
Breaking Analysis: Cyber Security Stocks Caught in the Storm While Private Firms Keep Rising
The pandemic precipitated what is shaping up to be a permanent shift in cyber security spending patterns. As a direct result of hybrid work, CISOs have invested heavily in endpoint security, identity access management, cloud security and further hardening the network beyond the HQ. Moreover, the need to build security into applications from the start, […]
Breaking Analysis: The Improbable Rise of Kubernetes to Become the Cloud OS
The rise of Kubernetes came about through a combination of forces that were in hindsight, quite a long shot. AWS’ dominance created momentum for cloud native application development and the need for simpler experiences beyond easily spinning up compute as a service. This wave crashed into innovations from a startup named Docker and a reluctant […]
Breaking Analysis: What to Expect in Cloud 2022 & Beyond
We’ve often said that the next ten years in cloud computing won’t be like the last ten. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multi-trillion dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many […]