“Data systems and security brands that can be expected to rise further in the future”
Interest in semiconductor-related and technology giants called “tech giants” is growing in both Japan and America.
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake (SNOW.US)$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeWe have a consistent portfolio of storage, compute, and cloud services. Therefore, if customers sign up with Snowflake, they can utilize the company's services for a wide range of businesses. These architectures are built on 3 major clouds arranged across 22 regions around the world.
Also, Warren Buffett's investment company Berkshire Hathaway holds shares in Snowflake.
(Source; Moomoo Securities, Minkabu Infonoid)
The image below is Snowflake's stock price.
There were lackluster price movements until October of last year, but since then, stock prices have continued to rise significantly.
Cloud StrikeIs the United States'sCybersecurity Technology Holding CompanyThat's it. Through subsidiaries, a security countermeasure system has been built on the cloud, and services are provided to customers by subscription. It handles next-generation endpoint protection, IT operations including vulnerability management, and the use of threat intelligence via a unique platform called the company's own “Falcon (Falcon) Platform.”
It has next-generation anti-virus and EDR (Endpoint Detection and Response). This technology is a security solution that detects suspicious behavior on computers and servers (endpoints) used by users and supports quick response. In addition, machine learning and advanced operation technology are combined with the device control module to protect against attacks such as malware (malicious software). (Source; Moomoo Securities, Minkabu Infonoid)
“Image 2” above is a stock price chart for Cloud Strike. Stock prices have been rising steadily since almost a year ago, and the speed of price increases has increased since November of last year.
Well, about the company on 1/10 of this yearSome analysts raised investment decisions to “buy,” and the target stock price was raised significantly from the previous 203 dollars to 304 dollarsIt was there. Demand forecasts for the company's services are expected to improve, and it is anticipated that the acceleration of cyber attacks and generated AI will boost the outlook.
Ransomware (software that uses PCs and files, makes them unreadable, and demands money) attacks have accelerated since last year, and it is said that demand for the company's incident response (service that warns and reports crises) and endpoint security services is increasing.
Endpoint security accounts for nearly half of enterprise remote threat measurement data. The companyThe trend of increasing the number of customers as the threat of cyber attacks increasesThere is. Analysts also stated that since the company is a leading company in this field, it is in a good position to utilize and monetize generated AI in the near future. (Source; Minkabu Infonoid)
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為替、株式、投資教育情報を発信しています。業界人、著名投資家の知人多数。ファンダメンタルとテクニカルは双方を学んでいます
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FUJI ハイテク投資 : Thanks for the info.