Growth Assets…..The Feds got your back!
Having re-read the Google transcript yesterday….i was more than ready for a little bit of light relief…..so settled in for the FOMC and the JPOW presser…..Popcorn, Pic-N-Mix….the whole shebang! and i was not disappointed…..! As with all things Fed…there is much being written…but my take is pretty simple. The Fed spiked the idea of a…...
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Alphabet…..moves to a war footing.
Todays thoughts may turn out to be the most important of the year…..both for Tech as a whole and for the landscape of AI. I will try to keep it simple…..and apologies…i used Alphabet once….but age means i must revert to calling them Google! ALPHABET. Much has been written about the failures of Google when…...
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Around The Grounds…..confusion reigns
It’s a Monday….so it is always good to get your head straight for the week ahead.! Sort of….know where you are stuff……. Forget what other people opinions are of the direction of travel…….UP or Down……that’s not important……best to start with a fix on where we actually are. Here goes……… BOTTOM LINE. So if you feel…...
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Cloudflare Birthday Week
In the past Birthday Week has been a tradeable event to the upside as it is typically when NET release …..new products that significantly change the TAM. Case in point….R2 Storage was announced in 2021….it has taken two years to get to a place that is starting to be impactful……but Birthday Week shows how the…...
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