☁️ Cloud market is a very interesting one. Even before AI it was expected to maintain a 15% CAGR by 2030 💰 Several ways to play the theme. Here are some examples sorted by net profit margin 1️⃣ CLOUD SERVICE PROVIDER 🇺🇸 Microsoft$Microsoft (MSFT.US)$35.9% 🇺🇸 Alphabet$Alphabet-A (GOOGL.US)$27.1% 🇺🇸 Oracle$Oracle (ORCL.US)$20.0% 🇺🇸 Amazon$Amazon (AMZN.US)$7.6% 🇫🇷 OVH$OVH (0220.MY)$-2.5% 2️⃣ DATA CENTER Build, manage, maintain 🇫🇷 Schneider 11.9% 🇺🇸 Equinix$Equinix Inc (EQIX.US)$11.6...
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Manhattan Associates Stock Forum
what happened today? only the announcement of the new ceo? nothing else cause the drop?
Any brief on this?
UP 225 OR DOWN 205 🤔
so your basically paying dollar per share according to earning I'm buyn for swing over 315
💰 Several ways to play the theme. Here are some examples sorted by net profit margin
1️⃣ CLOUD SERVICE PROVIDER
🇺🇸 Microsoft $Microsoft (MSFT.US)$ 35.9%
🇺🇸 Alphabet $Alphabet-A (GOOGL.US)$ 27.1%
🇺🇸 Oracle $Oracle (ORCL.US)$ 20.0%
🇺🇸 Amazon $Amazon (AMZN.US)$ 7.6%
🇫🇷 OVH $OVH (0220.MY)$ -2.5%
2️⃣ DATA CENTER
Build, manage, maintain
🇫🇷 Schneider 11.9%
🇺🇸 Equinix $Equinix Inc (EQIX.US)$ 11.6...
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