Get started

Cloud

VMW VmWare Appealing again near $100 tech blue chip“The internet was supposed to liberate knowledge, but in fact it buried it, first under a vast sewer of ignorance, laziness, bigotry, superstition and filth and then beneath the cloak of political surveillance." VMware, Alibaba Cloud introduce next-generation public cloud service SA NewsYesterday, 8:55 AM6 Comments Intel CEO visits Taiwan Semiconductor to ask for additional capacity: report SA NewsFri, Apr. 08104 Comments
VLong
by noam_chom
AVCT | Looking to Sell Assets | CloudAmerican Virtual Cloud Technologies, Inc., a pure-play cloud communications and collaboration company, provides cloud-based enterprise services worldwide. The company's Kandy cloud communications platform is a cloud-based, real-time communications platform, which offers proprietary unified communications as a service, communications platform as a service, contact center as a service, Microsoft Teams Direct Routing as a Service, and SIP Trunking as a Service capabilities. Its cloud-based, real-time communications platform enables service providers, enterprises, software vendors, systems integrators, partners, and developers to enrich their applications and services with real-time contextual communications empowering the application programming interface economy. American Virtual Cloud Technologies, Inc. also has strategic partnerships with AT&T, IBM, and Etisalat to sell various solutions. The company was founded in 1987 and is based in Atlanta, Georgia.
ALong
by DivergenceSeeker
2
Cloud Computing continues to exhibit strong growth in 2022When you think about cloud computing companies this year, the most likely starting point will be performance1: - The BVP Nasdaq Emerging Cloud Index, from its high last November to its near-term low in June, fell 60.20%. - This compares to the S&P 500 and Nasdaq 100 Indices, down 21.21% and 31.17% respectively, over the same period2. However, from June 16th to August 22nd this year3: - The BVP Nasdaq Emerging Cloud Index returned 17.56%. - The S&P 500 and Nasdaq 100 Indices returned 13.07% and 15.97% respectively, over the same period4. The bottom line: The dominant force explaining the performance of cloud computing companies has been macroeconomic, meaning that as the US Federal Reserve (Fed) and other central banks pursue more restrictive monetary policies to fight inflation, the valuations of cloud companies have fallen. Similarly, if investors ‘feel’ that inflation is easing in any way—and subsequently central banks may slow the pace of tightening—there has tended to be a strong positive share price response. The BVP Nasdaq Emerging Cloud Index: August 2022 rebalance We mention the BVP Nasdaq Emerging Cloud Index as a measure of the performance of cloud companies because it is designed to offer a precise exposure to their growing revenues by serving enterprise customers. What we see in Figure 15: - The blue line, sloping upward from left to right represents the weight (vertical axis) and the six-month performance (horizonal axis) of initial constituent companies before the August 2022 rebalance. Companies like RingCentral, Asana and Blend Labs faced performance challenges over this period, whereas companies like Paylocity Holding Corp, Box and Qualys tended to see stronger performance. - The grey line shows that the rebalance resets the Index to equal weight. Companies that outperformed see their weights decrease, and companies that underperformed see their weights increased. This leads to a valuation sensibility and risk mitigation every 6-months. - Red dots and company labels indicate companies that will no longer be constituents after the August 2022 rebalance. The primary reason, historically, why companies are deleted is that there is an announced deal, such as an acquisition by a private equity firm. - Green dots and company labels indicate companies that are new constituents and will be added to the index after the August 2022 rebalance. The primary reason companies are added is that they have become accessible in public equity markets. The fundamentals will matter again It would be difficult for us to argue that the main catalyst for the share price performance of cloud companies has to do with fundamentals like revenue growth. As we noted earlier, the main catalyst has been the macroeconomic backdrop. However, company fundamentals are always an important force and will always come back to prominence once macro pressures fade. What we see in Figure 26: - Along the horizontal axis, almost every blue dot is to the right of the 0% boundary, indicating positive year-over-year revenue growth, as per the most recently announced quarterly results. It may be a tough economic environment, but by and large these companies continue to grow revenues. - Along the vertical axis, higher on the chart means higher valuation. Some companies, like Gitlab, Snowflake and SentinelOne are still trading in the range of 25-30.0x Enterprise Value to Sales ratio (EV/Sales). While this may not be ‘inexpensive’, these companies have been growing revenues in the range of 50-100%, year-over-year. If that can be kept up, maybe that premium multiple is warranted. We would note that the majority of the 75 blue dots are below the 10.0x line, however. - The weighted average sales growth for the BVP Nasdaq Emerging Cloud Index is still in the range of 35-40%, where it has been positioned consistency for some time. Is this sustainable? Microsoft Azure, Amazon Web Services and Google Cloud tend to see their, admittedly, very large revenue bases growing year-over-year in this range. The fact that the biggest players seem to, for the moment, be sustaining these rates of growth, tells us that the smaller companies—like those in this index—may be able to sustain growth rates higher than one might see in other sectors. Conclusion: Cloud Companies will continue to deliver exciting results In cloud computing, it’s important to look at all the available signals such that one can gain the most appropriate sense of market conditions. Bessemer Venture Partners has just put out its annual Cloud 100 Benchmarks report for 20227. This report specifically looked at the largest and most dynamic private cloud companies, which provide important signals for the overall health of the business model. In 2022, Bessemer specifically notes that the valuation of private companies may not be the best metric to look at if the goal is to get a sense of the ‘health’ of a given market. For instance, if companies have not raised money recently, they may not have their valuations marked all the way to present market conditions. Bessemer instead focuses on what they call ‘Centaurs.’ While being a ‘Unicorn’ is $1 billion in private market valuation, a Centaur is 100 million in annual recurring revenue. For the 2022 Cloud 100, 70% are already achieving Centaur status and a further 10% more are quite close and could reasonably do it before the year is out. In an environment where the market is focusing much more on results than exciting stories and private funding is harder to come by, proving business success at the Centaur level is indeed important. Sources 1 Source: Bloomberg, with data from 9 November 2021 to 16 June 2022 2 Refers to the S&P 500 and Nasdaq 100 ‘net total return’ indices 3 Source: Bloomberg, with data from 16 June 2022 to 22 August 2022 4 Refers to the S&P 500 and Nasdaq 100 ‘net total return’ indices 5 Source: The 6-month period between rebalances is from 22 February 2022 to 22 August 2022. The performance source is Bloomberg 6 Sources: WisdomTree, Nasdaq and Bloomberg, with data measured as of 22 August 2022. Further details in sourcing are below Figure 2 7 Source: www.bvp.com This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.
C
by aneekaguptaWTE
AVCTif youre in this play. we pulled back and tested this break out zone at around 0.20c. tomorow willl be big when we get jobs market data. so we pulled back and now testing that zone. also the 200 simple is in the same place we"ll want to see if that turns into support. for bulls you want to see this hold and turn it into solid support then get over 0.24c and rip. for bears you want to stay below 0.24 if you can, thats what id look for then to the next level if breached. these are very volitle in each direction, so be careful. im keeping an eye on it. i have a few tickers like this im just having fun with, im not sure about any news catalyst or anything yet. ill be doing dd tonight. but id assume anything would likely get it moving in corresponding direction. Usually this is the lowest volitile week of the year. and it was the MOST volitle. ~This is the year of the active trader. happy trading.~
A
by Jbridgez
GOOGNASDAQ:GOOG NASDAQ:GOOG My analysis is that if there are a core of companies capable of weathering out a recession that Google is among them with its search engine and cloud services at the core of its services. On the weekly chart, Google like others had an uptrend after the COVID crash of March 2020 until last winter. Right now, a downtrend is retracing the uptrend of April 2020 through November 2021. I see the downward trend now ending as the retracement is about 50% into the mid-Fibonacci levels. In the context of the MACD indicator showing low momentum and the K / D lines below the histogram, I see a reversal setup to the long upside. My analysis supports GOOG in a swing long setup now ready for entry.
NASDAQ:GOOGLong
by AwesomeAvani
2
BCHUSD is HOT! I see expansion coming! If you like AI then Look at my custom cloud settings that show we are flying hi above a huge red cloud and not likely to break back down because they are keeping shorts under water. Only one real correction in there and then we have been pushing right through and so the odds are we will ride the cloud and then expand up. I ran Targets on this earlier and we entered Long on this at $104 and also doubled up long at $94 and the targets are $119-124-136-152
Long
by FLASHGORDON10
ADOBE ROPEY - Short Setup ~$480REASONS TO BE LONG-TERM BEARISH Broke the 100 week moving average 14th Feb RSI has dropped into the bear zone, confirming sell signal Dropping outside of the exponential bull top (green area) Replicating same setup as January 2001 Back then price made way all the way back to the 0.5 fib at $8. The same move this time would take it back to $105. Price/earnings ratio still at 33! REASONS TO BE SHORT-TERM BULLISH Back-test of 100 week moving average could be on the cards in the coming week or two That said it has already done that in March 2022 $480-490 would represent a nice setup & risk/reward ratio for a short RSI ticking upwards, potentially to cross into the green bull zone on daily Downside target or long entry would be $108, right to the top of the bottom purple zone. Back to 2016 highs. Likely some years away, before it gets all the way there though!
NASDAQ:ADBEShort
by DigiDavid
FX - CAD/CHF - GANN FANs Chart !! LONGHello trader, Nice Week and profitable deals 💲 CAD/CHF 8H Chart 🗝 In this chart we can see 2 gann fans and 1Cloud ☁ Fibretracement 🌊 and MA 200 that gives the bull power, MA50 and 🔑AVWAP Momentum what the direction shows us up 📈👀 and rsi, with divergences up 💹 Brief explanation of the Gann fann 👀 The lines act as support and resistance, everything under the red area is considered bears‼ SL, TP is visible in the chart 🗝🗓 I would like to mention that all i post are just options and my own opinion! Always Trade With Sl, And Not Risk More than 1% of your portfolio (max 3%) by trade. If you have any questions, let me know ➡️If you like my posts smash the Like Fur, Comment or Follow me.⬅️ Thanks for reading my ideas, Trade save !!
Long
by TR7z
$SC SiaCoin a strong case for the bullsSiaCoin the dentralized storage platform has had a 500% increase in storage used on its network since 2021 constantly growing and repeatedly setting ATH's in usage, the network had 0.5 PetaBytes stored by its users and at writing today has 2.5 Petabytes stored on the network. Behind the scenes of the token itself, the project is consistently growing in its utility and users, the sia network and the coin are paired like an elastic band and its only a matter of time as the sia network pulls further and further ahead that the coin will shoot back to the project and catch up to the gains the network is making. The calm before the storm..... In this analysis i've touched on some rough wave theory on the weekly marked by points 1 through 5 and points w,x & y. Ive then also brought in the fibs as it seems to have been respected at the .236 and .5 indicating the possibility of the more significant fibs being tested. View siastats.info to view the growth of the network.
KRAKEN:SCUSDLong
by Silkman
3