Despite Bitcoin’s (BTC-USD) recent decline, volatility is actually decreasing and the asset is beginning to stabilize in terms of historical performance. The last crypto peak to trough in 2019 saw a decline of 84% in price, while this sell-off’s peak to trough was 55%. …
Last week, I wrote that Nvidia could surpass Apple in five years as the artificial intelligence economy will be nearly four times larger than the mobile economy that drove Apple. To get an understanding of how big the AI economy will be, we pointed towards estimates of AI adding $15…
Nvidia has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe Nvidia can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP. This is compared to the mobile economy that brought us the majority of…
Fubo reports Q2 earnings on Tuesday, August 10th, which is a seasonally low quarter for live sports in North America. According to data from Apptopia, the company had a slower start to the quarter in terms of sequential downloads and DAUs, yet the traffic picked up considerably in the back…
Cybersecurity firm SentinelOne had its public offering late last month. The product is very promising as it automates cybersecurity, which eliminates noise so security teams only respond to those that are critical. This reduces human error from fatigue and can also reduce head count much like robotics process automation. However…
Despite historic levels of growth last year, many leading cloud stocks reported strong growth in the recent Q1 earnings reports. …
There is an outsized risk with Snowflake, AirBnB, DoorDash and Roblox’s IPOs showing an extreme increase in valuation since the last private funding round that will be hard for the public markets to absorb. …
Zoom has had record-breaking earnings results for four quarters now and the market is growing complacent with this stock. The company has (again) posted the highest growth in the cloud software category with revenue at of $956.24 million, or 191% year-over-year growth. The bottom line is also the best in…
FuboTV has been dismissed by quite a few analysts and investors for its negative gross margins. This dismissal, that leans heavily on the lagging financials, is reminiscent of the many times that tech stocks have been misunderstood.
As a tech analyst who is trained in product, I see a sizable…
Eric Yuan, founder and chief executive officer of Zoom Video Communications Inc., center, celebrates during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York, U.S., on Thursday, April 18, 2019. Zoom reported net income of $7.6 million on revenue of $331 million for the year ended…
