Things I Saw…Stuff I Thought: Capex…AWS….NET…CRM/WDAY…SNOW……Meta…..Tesla pushback.

Monday feels a bit ….Squeezy………hence the….Grab Bag. We still have a number of reports this week that will need a look: CFLT, DDOG, SHOP, Vertiv, SuperMicro and Palo Alto to name a few. There were a number of things that caught my attention last week and as …side hustles….in some of the earnings reports….that are...

Annual Membership Required

You must be a Annual member to access this content.

Join Now

Already a member? Log in here