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Cloudflare (NET) AnalysisCompany Overview: Cloudflare NYSE:NET , a global leader in cybersecurity, content delivery networks (CDN), and edge computing, is well-positioned to capitalize on increasing digital transformation and growing demand for secure, efficient cloud infrastructure. Key Growth Catalysts: Strategic AI Partnerships 🤝 Cloudflare’s collaboration with Microsoft Azure enhances its AI infrastructure, fostering innovation and bolstering its competitive edge in enterprise cloud solutions. Zero Trust Leadership in Cybersecurity 🔐 Cloudflare’s Zero Trust platform addresses growing enterprise needs amid rising cyber threats and increased remote work adoption. Advanced threat intelligence and access controls make it a leader in next-gen cybersecurity solutions. Edge Computing & IoT Opportunities 🌐 Edge computing solutions are experiencing strong adoption, fueled by: Growing demand for 5G networks and the IoT revolution. The edge computing market is projected to reach $87.3 billion by 2026. Cloudflare’s focus on reducing latency and enhancing network efficiency positions it to capture market share. Global Expansion & Untapped Markets 🌍 New data centers in underserved regions expand Cloudflare’s global reach, improving service delivery and unlocking revenue opportunities in untapped markets. Investment Outlook: Bullish Stance: We are bullish on NET above $90.00-$91.00, supported by strong positioning in AI, cybersecurity, and edge computing, coupled with robust global expansion strategies. Upside Target: Our price target is **$145.00-$150.00
NYSE:NETLong
by Richtv_official
Aethir Project Overview: $ATH going All time high?Project description: Aethir ( TSX:ATH ) is a decentralized infrastructure protocol that focuses on providing real-time data and computational resources for gaming and metaverse applications, aiming to create scalable, low-latency solutions using blockchain technology. Type of project: Decentralized infrastructure for gaming and metaverse applications. Is it under a block?: Yes, Aethir operates on the Ethereum blockchain and plans to expand to other compatible blockchains, providing its services through a decentralized network powered by TSX:ATH tokens. Latest update or news: As of November 7, 2024, Aethir announced its Compute Node Partnership Program, which incentivizes participants to contribute computing resources to support gaming and metaverse applications on the Aethir network. Narrative: Gaming infrastructure, metaverse, decentralized computational resources, and blockchain-based real-time data solutions. Unlocks Data for Aethir ( TSX:ATH ): 1. Upcoming Unlock: Next Unlock Event: Scheduled for November 10, 2024, with an unlock of 4 million ATH tokens. Percentage of Circulating Supply: This release constitutes approximately 0.02% of the current circulating supply. 2. Rate of Token Released to Circulation: Next 7 Days (November 7 – November 14): 4 million ATH tokens, or approximately 0.02% of the circulating supply. Next 30 Days (November 7 – December 7): Cumulative unlocks totaling 12 million ATH, approximately 0.06% of the circulating supply. 3. Total Unlocked: Total Unlocked Tokens: 3 billion ATH, which represents approximately 7.14% of the maximum supply of 42 billion ATH tokens. 4. All Upcoming Unlocks in the Future: November 10, 2024: 4 million ATH December 10, 2024: 4 million ATH January 10, 2025: 5 million ATH 5. Vesting Analysis for Aethir ( TSX:ATH ): Aethir’s token vesting is structured to ensure gradual and stable distribution: Compute Node Incentives: 50% allocation, distributed over 5 years to support long-term infrastructure growth. Team and Advisors: 15% allocation, vested over 3 years to align with project milestones. Ecosystem Development: 15% allocation, released based on project expansion and strategic partnerships. Investors: 10% allocation, unlocked gradually to mitigate sell pressure. Community and Airdrops: 10% allocation, provided to early adopters and supporters to encourage platform adoption.
Long
by osodatsismoso
1
(MOG) mog coinmog coin listed to kraken but now does not appear on their website as newly listed. Not sure if there is a bug or glitch or if they decided to not list mog coin. As I can see on trading view the kraken USD mog coin pair does exist despite the listing on their website going blank. Kraken also listed memecoin. In the last few months Kraken has listed some ~50 cryptocurrency to their trading exchange. notable add-ons include; TURBO, ECHELON PRIME, PARCL, RENDER, FLOKI, MANTLE, KUJIRA, BITTENSOR, LAYERZERO, BIG TIME, PENDLE, SAFE, MAPLE, HELIUM, BONK, OPTIMISM,. people in the USA cannot trade : ACA, AGLD, ALICE, ASTR, ATLAS, AUDIO, AVT, BONK, C98, CFG, CLOUD, CSM, FLOKI, GENS, GLMR, HDX, INTR, JASMY, KIN, KMNO, KUJI, L3, LMWR, MC, MV, NMR, NODL, NYM, ORCA, OTP, OXY, PARA, PEPE, PERP, PICA, PORTAL, PRCL, PSTAKE, PYTH, RAY, REQ, REZ, ROOK, SAMO, SDN, STEP, SUI, TEER, WEN, WIF, WOO, XRT, YGG, ZEX. I notice quite often the best performing cryptocurrency "on the day," is one that is not tradable in USA. For instance, this week Sanctum (CLOUD) performed the best while most cryptocurrency was losing yet there is no way to gain from this instance because as seen from above CLOUD is not tradable in USA. Neither Bonk nor Dogwifhat are tradable in America on Kraken.com. to check your location here is the link: support.kraken.com
KRAKEN:MOGUSD
by CryptocurrencyBlot
NVIDIA 850 ABOVE 815 SL 805 Reason Why Nvidia Will Still Growing Diverse Market Presence: NVIDIA is not just a semiconductor manufacturer; it’s a tech powerhouse. Beyond GPUs for gaming and professional markets, they also create system-on-a-chip (SoC) units for mobile computing and automotive applications. Their expansion into cloud software and services positions them well for growth1. Cloud-Based Software Dominance: The pandemic accelerated the adoption of cloud-based software and computing. NVIDIA’s GPUs play a crucial role in data centers—the brains behind cloud services. In Q1 2021, NVIDIA’s data center revenue hit a record high of $2.05 billion, accounting for 36% of total sales. Major players like Microsoft’s Azure Cloud, Google Cloud, and Amazon’s AWS rely on NVIDIA’s GPUs for data operations1. AI and Deep Learning: Artificial intelligence (AI) systems demand fast and reliable processors. NVIDIA’s GPUs are unmatched for training and running AI systems. Their focus on research and development ensures they stay at the forefront of AI technology1. Competing with Giants: NVIDIA is developing its own cloud services, including AI Enterprise and the Base Command Platform. They’re also venturing into creative collaboration tools with Omniverse. These initiatives put them in direct competition with tech giants like Amazon, Apple, Alphabet, and Microsoft1. Analyst Estimates: While NVIDIA’s stock has rallied significantly, its price-to-earnings (P/E) ratio remains high. However, analysts estimate that by fiscal 2025, their earnings per share could double, making the stock more attractive2.
NASDAQ:NVDALong
by NYRUNSGLOBAL
SNOWFLAKE breaking long time resistanceThere is a multi year resistance around $205 for NYSE:SNOW Signs I'm looking for: Top of channel to become support, a bounce off there and a move into $220 should confirm that. I want to see the SuperTrend indicator stay green, upwards of the level of where the red downtrend line exists. SuperTrends on higher time frame charts work the best. It's often pretty solid when used on individual stocks rather than an index. Take a look at the supertrend (strategy) and mess around with different time frames. You'll see the cumulative return is very high, often much higher than just buying and holding the equity. Let me know what you think : )
NYSE:SNOWLong
by DontSlamTheDoor
6
StorjStorj, pronounced as “storage,” is an open-source cloud storage platform in which people with hard drive space and good internet connectivity can participate in the network to become a node in the network, and be rewarded by Storj tokens. Anyway, STORJ chart is a little stochastic and noisy, but there are clear upward and downward trends. After storj broke the major downtrend line, it started oscillating in an inverted wedge pattern. Now it seems storj has started an upward impulse wave and trying to break this inverted wedge. Let's see what happens.
CRYPTO:STORJUSDLong
by SaeedSalehinia
EQIX: A way to Short AI & Commercial Real Estate in One StockThis company deals with renting out Commercial Real Estate, mostly to do with Datacenters and other Internet Connected Operations, and due to that, this makes it a perfect stock to get Bearish Exposure to if you are both Bearish on the AI Big Tech Mania and Bearish on Commercial REITs One of the main risks for this stock is if their biggest clients, like MSFT and AMZN begin to shift away from using Equinix datacenters in favor of creating and using their own in order to save on costs. If MSFT's recent earnings call is anything to go off of, they are currently desperate to increase profit margins and reduce the costs associated with their business operations especially the costs associated with working with third parties. One area in which they could cut costs would be to reduce their reliance on Equinix datacenters, but in general as the AI Mania begins to wind down we could likely see the Equinix enterprise consumer base shrink even more, in which case we could see price begin to correct to reflect upon their lower cashflows as both the AI and Commercial REITs sectors continue to slow. Beyond that: We have a Bearish Shark with MACD and PPO Bearish Divergence and PPO Arrow Confirmation; with hardly any support below us. If it plays out we could see a decline of about 50% from the current price level.
NASDAQ:EQIXShort
by RizeSenpai
1
The end of the SaaSacre and the rise of generative AIWe recently had the pleasure of speaking with Janelle Teng of Bessemer Venture Partners (BVP). Janelle is a vice president at BVP, focused primarily on cloud software, infrastructure and developer platforms. WisdomTree began working with BVP in 2020 to launch WisdomTree’s Cloud Computing Strategy which tracks the BVP Nasdaq Emerging Cloud Index. This blog is a summary of the key takeaways from the discussion. The SaaSacre1 of 2022 We had to start by recognising the feeling of our current environment, which comes largely from what BVP has termed the ‘SaaSacre’ of 2022. What is a SaaSacre? If one pulls up the return of the BVP Nasdaq Emerging Cloud Index during 2022 and sees a figure worse than -40%, then they will see it – that drop is the SaaSacre. The market underwent a complete adjustment to valuations across the board, going from peak levels observed in late 2022 to levels much lower reflecting, among other things, a higher general interest rate environment brought on by the US Federal Reserve (Fed). Investors in software-as-a-service (SaaS) companies tended to see an opposite relationship during 2022, where, as interest rates rose, SaaS valuations fell and vice versa2. While it is logical that companies that expect to deliver cash flows far into the future would see their valuations impacted by interest rates, the relationship is not always so stark. The 3 archetypes of COVID-19 shocks on growth S-curves The S-curve is a commonly used heuristic to help investors relate time, plotted on the horizontal axis, to adoption, plotted on the vertical axis. A steeper S-curve = faster adoption. An S-curve moved vertically upwards = a larger adoption. The COVID-19 pandemic was a shock that changed the position of the S-curves of various SaaS companies. If we can understand at least a few archetypes of how this occurred, it can help us to better evaluate how companies are doing now, largely on the other side of the shock. We show these examples in Figure 13: Temporary exponential growth from illusion of market opportunity: this shock would appear as a bulge upwards in the upper portion of the S-curve—telling us that adoption picked up rapidly for a period of time—before dropping back to the original trend. Unsustainable exponential growth due to acceleration within original market opportunity: this shock would appear as a steeper S-curve, with the rising slope pulled further to the left telling us that adoption was occurring suddenly, faster—with the top level peaking at the same place as originally intended, but just arriving there sooner. Many people are familiar with Zoom Video Communications, and this company’s pandemic experience seems to largely be consistent with this archetype. New growth baseline from expanded market opportunity: while it may be easy for CEOs to tell us all a story about how they now have a ‘new growth baseline’, it is far more difficult to actually deliver and execute on than it is to say. If there is one area where this happened, it was in food delivery, in that after the pandemic the general person thinks differently about using certain services, be it Uber Eats or DoorDash. The difficulty of making predictions In thematic topics, it is frequently difficult to make predictions about growth rates and the ultimate sizes of given markets. In the conversation with Janelle, we talked about an example of some forecasts that Gartner had made regarding Worldwide Public Cloud Service Revenues4. In April of 2019, the prediction for 2022 was $331 billion. In April of 2022, the prediction for 2022 was $495 billion, significantly higher. Initial public offerings (IPO’s) and mergers and acquisitions (M&A) We spent time talking about what we were seeing, or put more accurately weren’t seeing, in 2022, and that was IPOs. A significant benefit of speaking with Janelle and BVP is that there is a sense of history. We can recognise that 2021 was an outlier year, in that the aggregate value of software IPOs priced was in the vicinity of $28 billion. Even without the historic shift in policy at the Fed, Figure 2 shows that matching anything close to 2021’s result was going to be difficult. Within the category of corporate actions, sometimes you see M&As (Adobe’s intended purchase of Figma was a big example) and sometimes you see private equity players making investments. So-called ‘take-privates’ in 2022 were extremely active, and we saw many such examples through the year. Growth vs profitability One of the questions that we hear often regards what is more important, growth or profitability? In recent years, maybe the real answer is, ‘it depends when you ask.’ It’s very clear that those of us following the software space in 2018 and 2019 saw that growth was of the utmost importance. In 2022, on the other hand, we were hearing a lot more about profitability. Janelle was able to walk through some work done by BVP within the 2023 State of the Cloud report, the gist of which was, when considering the impact on valuations5: November 2021: revenue growth was about six times as impactful on valuations as profitability. October 2022: the importance of revenue growth and profitability were roughly equal in their impact on valuations. April 2023: revenue growth was about two times as impactful on valuations as profitability. The true conclusion: It is never all growth and it is never all profitability, but it is important to be aware of how the focus on these measures can ebb and flow across time. Generative AI is going to be everywhere Janelle and I spoke the day after Microsoft reported its quarterly earnings for the period ended March 31, 2023. We briefly touched on this quote from Amy Hood, Executive Vice President and Chief Financial Officer6: “In Azure, we expect revenue growth to be 26% to 27% in constant currency, including roughly 1 point from AI services." We can also note this statement from Satya Nadella, CEO7: “Our Azure OpenAI Service brings together advanced models, including ChatGPT and GPT-4, with the enterprise capabilities of Azure. From Coursera and Grammarly, to Mercedes-Benz and Shell, we now have more than 2,500 Azure OpenAI Service customers, up 10X quarter-over-quarter.” Janelle and I discussed how the big companies, in this case represented by Microsoft, are important, in that they tell us something about broader enterprise consumption and spending, leading to better clarity on the environment that the more ‘emerging’ cloud companies have to operate within. Microsoft is sending a big signal on generative artificial intelligence (AI), and we believe we will continue to see it spreading across many different companies. Bottom line: lots of growth catalysts for those with more time Even if we recognise the uncertainty in the current 2023 economic environment, those investors with a longer time horizon can take advantage, positioning for important growth drivers looking forward. It is rare that companies with the largest market capitalisations in the world are able to announce something that could have a material impact on revenue growth, but that is just what generative AI seems to be as we write these words. Sources 1 SaaSacre is a term from BVP, combining ‘SaaS’ and massacre, to help illustrate in words the tough performance environment observed in 2022. 2 Source: bvp-atlas/state-of-the-cloud-2023 3 Source: nextbigteng.substack the-reckoning-of-pandemic-tech-darlings 4 Source: nextbigteng.substack.com the-reckoning-of-pandemic-tech-darlings 5 Source: bvp atlas/state-of-the-cloud-2023?from=feature 6 Source: Microsoft earnings FY23Q3 7 Source: Microsoft earnings FY23Q3
SPARKS:AIX
by aneekaguptaWTE
SHORT RNDR Token, Overbought - Resistance HitCurrent Price: $2.43 Entry point 1: $2.58 Entry point 2: $2.43 Target 1: $2.25 Target 2: $1.95 Stoploss: $2.70 This is a solid asset with a large amount of potential but i believe it is currently overbought and needs some room to cool, This is why i have added two entry points to this trade. The first one is for the more conservative investor who would like to see a bit more confluence before making the jump, the second entry point is for those banking on the overall market and the asset decline in price. The Render Network is designed to connect users looking to perform render jobs with people who have idle GPUs to process the renders. Owners would connect their GPUs to the Render Network in order to receive and complete rendering jobs using OctaneRender. Users would send RNDR to the individual performing the render work and OTOY would receive a small percentage of RNDR for facilitating the transaction and running the Render Network. Once they’ve registered their idle GPUs on the Render Network, these GPU owners become “Node Operators” and are able to earn RNDR Tokens. They do this by accepting jobs from users in need of rendering work, known as “Creators”, who send their files to the Render Network, where they are assigned to Operators. Render receives a small percentage of the RNDR paid out in order to maintain the network and facilitate the transaction.
RShort
by Helios_Capital_Investment
2
Are cloud computing companies offering a second bite Are cloud computing companies offering a second bite at the cherry? On 18 December 2022, Jason Lemkin posted a blog titled “Right Back to Where We Were 3 Years Ago.” It caught my attention or those of us who have been following the performance of software-as-a-service (SaaS) cloud computing companies. It tells us, quite clearly, that the impact of the ‘pandemic pull-forward’ of demand for software consumption is completely removed from the 3-year performance number. To us, it means that it is time to ask a simple question: is the market giving us a ‘do-over’, meaning that we can now access companies at something similar to ‘pre-pandemic’ levels, or is the jig up and the cloud business model doomed to fade away into the sunset? SaaS companies have evolved significantly since 2019 In Figure 2, we wanted to look at valuation over the same period. Even if the share price performances of the underlying companies have run up and then fallen back in most cases—leading to the observed performance of the BVP Nasdaq Emerging Cloud Index—we have not been seeing companies reporting widespread negative year-over-year revenue growth. Instead, we’ve tended to see the revenue growth ranges shifting downwards, with the median figure for the Index now closer to the 30% level, whereas it was higher than 40% for a period of time ending roughly one year ago. If prices have dropped but sales have continued to grow, it’s possible to see that the valuation opportunity at present is better than it was in December of 2019, 3-years ago. In Figure 2, we see that the price-to-sales ratio was 7.0-8.0x during this period, whereas presently it is below 4.5x. We agree that these stocks should be less expensive today, in that the risk today is higher and the cost of capital is also higher. We can’t know with certainty if the current price levels perfectly encapsulate this risk, but it is simply important to know that the risk does look like it is being accounted for. In our opinion, within software-as-a-service companies, one must always marry looking at valuation with looking at revenue growth. Many of these firms, as yet, do not carry through positive net income to the bottom lines of their income statements, so if one can look at a reasonable fundamental, sales seems to make the most sense at this point in the development of the megatrend. We do view this as a megatrend, which means the time horizon we are thinking about is not the next 12 months or couple of years, but something that should unfold over a decade. Growth, on the other hand, has come down more slowly than valuation. Now, this is ‘revenue growth’, not earnings growth or cash flow growth, but we note that companies are still growing, and some are still delivering results ahead of Wall Street’s expectations. If the Nasdaq 100 is growing something close to 10% and the BVP Nasdaq Emerging Cloud Index is growing something close to 30%, is this a worthwhile trade-off? The Nasdaq Index represents, predominantly, proven, established businesses, with some of the world’s most valuable companies, measured by their market capitalisations, getting the top weights. This risk profiles of these groups of stocks should be quite different, but if we are able to think not of the next 12 months but rather the next 10 years, does the difference in risk potentially make sense? We do feel comfortable to conclude there is a better chance to make sense at the present valuation trade-off than it did at the near-term market high observed in November 2021, even if it’s impossible to know the future with certainty. Where the rubber meets the road: what do SaaS companies do? In our opinion, no discussion of cloud computing or SaaS companies is complete without giving some treatment to what the companies do. SaaS is just a business model—a way to provide/consume software that competes with other ways to provide/consume software. Do people prefer subscription models, or would they want to go back to a world where they need to buy a DVD and physically hold and use their own copy? If the software is necessary and valuable, and the company can execute their strategy, we have confidence in the long term. If, on the other hand, the software is discretionary and more ‘nice-to-have’ than needed, then there could be more risks. We see the following functional groupings as a starting point: Cybersecurity: companies like CrowdStrike, SentinelOne, Cloudflare, Zscaler and Darktrace focus on cybersecurity. Subscribing to cybersecurity protection makes sense because we know that the attackers are always evolving. Stagnant protection would eventually lead to limited protection. Many SaaS cybersecurity firms are not necessarily trading at single digit price-to-sales multiples, but it’s also the case that cybersecurity has received massive attention from investors in 2022, largely due to the Russia/Ukraine conflict. Software development: companies like Twilio, Atlassian and New Relic are involved with running platforms useful to software development. Twilio and Atlassian have faced challenges in their share price performance during their most recent quarterly earnings reporting periods. However, we believe that the service they provide for software development remains critical. Business services: a company like Bill.com is very interesting, in that it is an example of a service that helps small and mid-sized firms manage their expenses. It’s a good case to remember because companies will tend to employ services like this to create efficiencies and save costs and time. We couldn’t ever say this company (or others like it) would be immune to recessionary pressures, but we find it important to note that it also may not be the first subscription to cut either. Cloud computing and software-as-a-service companies do not have long histories of operation where we can look back at their performance during the Global Financial Crisis of 2008-09, and we’d have to assume that, if they were around in 2001 and 2002, their performance as the ‘tech bubble’ burst would have been significantly negative. To say these companies are completely resilient to recession is not a thesis that has been proving out in 2022. However, we’d note that their revenues are still growing, so it’s not the case either that these companies immediately reverted to negative revenue growth and collapsing fundamentals. If people view this as a megatrend, as we do at WisdomTree, the current period in the coming months could be a much more interesting entry point than anything we have seen recently, even if near-term performance could still be challenging.
NASDAQ:CPQ
by aneekaguptaWTE
🐱‍👤⛩ Sannin Cross Clouds + ⛩ 🐱‍👤Credit to Ron Westbrook, CBlast and Kiakili. This indicator is a re-engineering of their hard work. I Use the Sannin cloud to help determine the trend of price action. In theory the color indicates the trend direction. The VWAP 9ema Cross is still in BETA testing. In theory it will help determine faster term trend. This is one strategy used by Kiakili. Death Cross - Fast ema crosses below Slow ema . ( Bearish ) Golden Cross - Fast ema crosses above Slow ema ( Bullish )
NYSE:DAL
by sofakingsuper