1.$トランスメディクス・グループ (TMDX.US)$-- Their OCS is redefining organ transplants, with the potential to transform the field like$インテューイティブ・サージカル (ISRG.US)$did for surgery. 2.$ロケット・ラブ (RKLB.US)$-- A space logistics company specializing in small satellite launches -- enabling efficient & reliable payload delivery to orbit through their Electron rocket and scalable interplanetary missions. 3.$デジタルオーション・ホールディングス (DOCN.US)$-- Set to become the go-...
Owning stocks isn't enough -- you must understand what these companies do. If you can't summarize their business in one sentence, you might not truly know them. Here are the one-liners for each stock in my portfolio 🧐 1.$クラウドストライク・ホールディングス クラスA (CRWD.US)$| Crowdstrike • Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services. 2.$スノーフレイク (SNOW.US)$| Snowflake • A cloud-...
It’s crucial not just to own stocks but truly understand what these companies do. And if you can’t describe them in one sentence? Well, you might not know them well enough. Here are the one-liners for each stock in my portfolio 👇 ❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services. 🛡️ $CRWD - Their Falcon platform uses ar...
Analyst Kingsley Crane is optimistic about DigitalOcean's future under new leadership. Oppenheimer raises its price target due to DigitalOcean's superior service, niche market, and strong AI position.
DigitalOcean's recent quarter was a mixed bag, with solid free cash flow and slight revenue outperformance, but a decrease in gross margin. The company's weak net retention rate continues to drop, leading to lost contracts and revenue.
デジタルオーション・ホールディングスに関するコメント
2. $ロケット・ラブ (RKLB.US)$ -- A space logistics company specializing in small satellite launches -- enabling efficient & reliable payload delivery to orbit through their Electron rocket and scalable interplanetary missions.
3. $デジタルオーション・ホールディングス (DOCN.US)$ -- Set to become the go-...
💾 Data (30%) | $スノーフレイク (SNOW.US)$ , $パランティア・テクノロジーズ (PLTR.US)$ , $モンゴDB (MDB.US)$ , $データドッグ クラスA (DDOG.US)$ , $コンフルエント (CFLT.US)$
🛡️ Cybersecurity (20%) | $クラウドストライク・ホールディングス クラスA (CRWD.US)$ , $ジースケイラー (ZS.US)$ , $クラウドフレア クラスA (NET.US)$
🛒 E-Commerce (12%) | $グローバル・イー・オンライン (GLBE.US)$ , $メルカドリブレ (MELI.US)$ , $ジュミア・テクノロジーズ (JMIA.US)$
☁️ Cloud (12%) | $アトラシアン (TEAM.US)$ , ...
Here are the one-liners for each stock in my portfolio 🧐
1. $クラウドストライク・ホールディングス クラスA (CRWD.US)$ | Crowdstrike
• Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services.
2. $スノーフレイク (SNOW.US)$ | Snowflake
• A cloud-...
Here are the one-liners for each stock in my portfolio 👇
❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services.
🛡️ $CRWD - Their Falcon platform uses ar...
top an bottom line beat! nice YoY growth.
まだコメントはありません