Public Company Analysis - New Beta Platform
Can we use visual analytics to save time and quickly understand company information and potential investment outliers?
Stock Analysis
Microsoft - Strong Segment Growth and a 25% Upside in 2023 Price Target
Every day, all around the globe - concrete is poured, data centers are built, and servers are unloaded, racked, and networked into an ever growing mesh of compute and storage services. It is truly where the physical meets the digital, and the moat for the public cloud vendors is deep and growing.
175 Zettabytes - A Data Volume Model for Valuing the Cloud
The IDC Estimates that by 2025
[https://www.seagate.com/files/www-content/our-story/trends/files/idc-seagate-dataage-whitepaper.pdf]
, world data volume creation will reach 175 Zettabytes. As they allude to in
their report - if you could store all of that data on DVD’s - that stack of
DVD’s
$AMZN - a Buy in 2022? Price Target, Models, and More
It has been a rough start to 2022 so far for Amazon and many of the other major tech stocks. After a whopping 73% gain in 2020, Amazon was relatively flat in 2021 while the S&P saw a 27% gain during the same period. What lies ahead for Amazon this year (2022)?
Cloud Computing - Solving a Trillion Dollar Problem
“I’m in love with this slide. We update it but it doesn’t matter”. The numbers
in this slide from Amazon Web Services (AWS) VP and Distinguished engineer James
Hamilton at the AWS re:Invent conference in 2016 are astonishing.
> In 2015, Amazon Web Services (AWS) added enough