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Posts & Investments - #cloudcomputing

James Carter
@JamesCarter
Invested in NVIDIA
I’m very bullish in Nvidia for the long term. We continue to need more chips, processors, and data centers to accommodate our data and mobile device needs. Do you own any? $NVDA #DataCenter #Nvidia #cloudcomputing
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Jim Cramer. Gotta love him and how often he calls the market the wrong way. I actually agree wtih him in this video though. He makes some good points about #cloudcomputing #stocks. I've been buying $AAPL , $GOOG , $MSFT , $AMZN just to name a few.See more
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Salesforce co-Chief Executives Marc Benioff and Bret Taylor both discussed a cloud service would allow artists to create content and then release it on a marketplace such as OpenSea. Salesforce is thinking about integrating the tool into its own ecosystem where transactions could be managed, bypassing the need to use a service such as OpenSea altogether. Marc Benioff also owns TIME magazine and thSee more
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Invested in CyrusOne
CyrusOne specializes in providing data center services to the world's largest companies. It offers a flexible data center solution, Massively Modular, that allows it to expand as customers grow. CyrusOne can build out new data halls in only 12 to 16 weeks to quickly meet a client's need for more storage capacity. The company has steadily expanded over the years. It has added new U.S. markets to support a national footprint and expanded into Europe and Latin America. These investments have enabled the data center REIT to increase its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) at a 20% compound annual rate since 2015. #datacenter #reit #internet #bigdata #infrastructure #cloudcomputing #ai
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☁️ Cloud computing will continue to accelerate in the next 10 years and given that the big CSPs ( $AMZN $MSFT $GOOGL ) all have their cloud businesses as a piece of a larger company, I saw more growth in some of the pure play cloud names. I bought $NET due to their insane 80% gross margins from their CDN business and i am bullish on their serverless computing business. I also bought $DOCN given how cheSee more
Apr 19 - Oct 19, 2021
NET
NET143.49%
DOCN
DOCN104.28%
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Added NVIDIA to Watchlist
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