The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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Weekly Innovation Review (WIRE) #55
Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...
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Weekly Innovation Review (WIRE) #54
Deep Dive - Facebook Metaverse This week I want to do a deep dive into the Metaverse after Facebook (FB) announced its plan to hire 10,000 people...
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GitLab IPO: Is $10 Billion+ Stock Valuation Too High?
Money-losing unicorn GitLab has sky-high IPO valuation of $12B+ and we believe GitLab shares have ~16% downside potential to IPO price of $77 per...
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