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Microsoft Corp (MSFT US)
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726
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Elastic NV
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18 Jan 2022 07:41
Elastic: High-Profile Search Company With Attractive Fundamentals
Elastic is a high-profile search technology company and we believe current valuations look attractive for long-term investors
Andrei Zakharov
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319 Views
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bearish
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Gitlab
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14 Oct 2021 21:00
GitLab IPO: Is $10 Billion+ Stock Valuation Too High?
Money-losing unicorn GitLab has sky-high IPO valuation of $12B+ and we believe GitLab shares have ~16% downside potential to IPO price of $77 per...
Andrei Zakharov
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363 Views
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bullish
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Digitalocean Holdings
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18 Sep 2021 05:11
Recent IPO Insights: Digital Ocean
Why Digital Ocean? When we heard there was this mini-AWS that the developer community swears by, had 30%+ EBITDA margins, was accelerating net...
Aaron Gabin
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426 Views
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bearish
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NVIDIA Corp
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05 Aug 2024 12:00
Technology Select Sector Index (XLK US): Reversing the Huge Flows from June
NVIDIA has dropped relative to MSFT and AAPL in the last 6 weeks. That could lead to big selling in NVDA and big buying in AAPL from the XLK ETF in...
Brian Freitas
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229 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2024 10:41
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Podcast
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...
The Circuit
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210 Views
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