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   Technology StocksInvesting in Exponential Growth

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From: Paul H. Christiansen8/23/2023 12:40:50 PM
   of 1057
Navitas (NVTS) - Good basic information - including Total Addressable Market (TAM) estimates.

Just select the following link.
About Navitas (NVTS) from S-1 filing

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From: Paul H. Christiansen9/18/2023 11:25:54 AM
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  • Has U.S. already lost Chip war to China?Semiconductor Advisors

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    From: Paul H. Christiansen11/6/2023 11:46:44 AM
       of 1057
    Select here and for Procore 2-year Quarterly Revenue Growth Chart

    Procore’s platform enables owners, general and specialty contractors, architects, and engineers to collaborate on construction projects. It offers Preconstruction that facilitates collaboration between internal and external stakeholders during the planning, budgeting, estimating, bidding, and partner selection phase of a construction project; and Project Management, which enables real-time collaboration, information storage, design, BIM model clash detection, and regulation compliance for teams on the jobsite and in the back office. The company also provides workforce management that helps contractors to schedule, track, and forecast labor productivity, enhance time management, communication with workforces, and manage profitability on construction projects; and Financial Management, which provides customers with visibility into the financial health of their individual construction projects and portfolios, as well as facilitates untethered access to financial data, linking the field, and the office in real-time. It serves owners, general contractors, and specialty contractors operating in the commercial, residential, industrial, and infrastructure segments of the construction industry.

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    From: Paul H. Christiansen11/9/2023 10:35:55 AM
       of 1057
    Next Wednesday, November 15th, NVDA is scheduled to rep0rt 2023Q3 financial results. As noted below, when they reported 2023Q2 financial results, they forecast that 2023Q3 revenues would be $16 billion - an increase of 169.8% over 2022Q3. Both the dollar amount and the percentage increase should be viewed as extraordinary.

    The resulting market price performance of NVDA will be determined by whether the company misses, matches, or beats that forecast.

    Select here for a chart of NVDA's recent Y-O-Y quarterly revenues.

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    From: Paul H. Christiansen11/9/2023 11:31:53 AM
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    The ascendance of technology in the investment world.

    A common metric used to assess the success of a business venture is capitalization. That may sound like one of those enigmatic terms understood only by Wall Street regulars. In fact, it is quite simple to understand.

    Capitalization measures the true worth of a company. It is calculated by multiplying the number of shares of a company’s common stock issued and outstanding times the current stock market price. In simple terms, what it measures is the amount of money that would be required to buy all the company’s common stock – and thereby own the entire company – at the current stock market price. Of course, if anyone attempted to buy all the company’s common stock in one instance, the forces of supply and demand would undoubtedly increase the current market value – or capitalization – of the stock.

    The concept of capitalization will help us appreciate the ascendance of technology in the investment world.

    In his book, The Four, Scott Galloway listed the five largest capitalized U.S. companies in 2006. Galloway then went on to list the five largest capitalized U.S. companies in 2019. The following chart is notable not only in the total dominance of technology stocks in 2019, but also in the Market Capitalization numbers. Except for the inclusion of Microsoft in the 2006 rankings, every one of the 2019 entries had total capitalization amounts larger than every one of the 2006 entries.

    Select here for a chart showing the five highest capitalized stocks in 2006 and 2019:

    Remember, the capitalization rate is computed by multiplying the shares outstanding by the current market price. Of those two components, the most variable is the current market value. In turn, as demonstrated in the following chart, it can be demonstrated that current market values are driven by actual and anticipated growth in revenues. As the following chart illustrates, the Tech Top 5 in 2019 were increasing their revenues at a far greater rate than the largest capitalized companies of 2006.

    Select here for a chart demonstrating how and why the highest capitalized stocks of 2019 have replaced the highest capitalized stocks of 2016:

    Stock Market Values in the above chart were taken from the opening price in 2006 and the closing price in 2019. It should be noted that Google did not register annual revenues until 2009, and Facebook didn’t until 2012.

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    From: Paul H. Christiansen11/9/2023 4:29:45 PM
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    2023-11-09 - Data Center Growth Is Robust. 4 Stocks That BenefitBarron’s

    One of the stocks mentioned in the above article is Vertiv.

    Select HERE to view VRT Revenue Chart

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    To: Paul H. Christiansen who wrote (1040)11/10/2023 1:05:46 AM
    From: Frank Sully
       of 1057
    Hey Paul! What do you think of the new AI Chip Wars prompted by US sanctions? Include AMD M300 in your discussion if you like.

    A year ago the US sanctioned high-end AI chips, sales to China targeting NVIDIA A100 and H100 AI chips, the world leaders. Shortly after NVIDIA began selling lower performance A800 and H800 AI chips which avoided the sanctions. Simultaneously, Huawei (a Chinese chip might. which is immune from sanctions) developed the ASCENT 910B AI chips. These are supposed to compete with NVIDIA's A100 AI chips.

    Recently, the US tried to punish NVIDIA again with new sanctions against the A800 and H800 chips. One immediate reaction was the announcement that Baidu was buying 1,800 Huawei ASCENT 910B AI Chips. Today NVIDIA announced a new line of less powerful AI chips to sidestep the new US sanctions.

    We should see the impact on NVIDIA's sales when 3Q results are released soon. It is likely that the immediate impact will be negligible since A100 and H100 chips are sold out till mid-2024. And NVIDIA'S reputation could help maintain their exponential growth trajectory with the new lower-powered AI chips substituting for the A100 and H100 chips in China. But clearly the emergence of Huawei's ASCENT 910B AI chips muddes the waters.

    What are your thoughts?
    TIA, Frank

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    From: Paul H. Christiansen11/14/2023 12:32:45 PM
       of 1057
    Bloom Energy (BE - $12.23) – Contributing to the world’s need for decarbonization and the growing data center needs for electricity.

    ($) Bloom Energy Can Finally Live Up to Clean-Power Buzz – The Wall Street Journal

    “Data centers can’t get enough power from the main grid… It’s good news for one California clean-energy stock.”

    “These “micro grids” could solve a major problem for power-sucking data centers.”

    Select HERE for a copy of Bloom Energy updated Quarterly Revenue chart.

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    From: Paul H. Christiansen11/17/2023 9:59:54 AM
       of 1057
    2023-11-16 – Nvidia - Oppenheimer analyst Rick Schafer reiterates Outperform with $650 target. ($)

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    From: Paul H. Christiansen11/17/2023 10:44:46 AM
       of 1057
    Confluent (CFLT) was recently ($20.17) added to the Model Portfolio

    Select HERE for a up-to-date copy of CFLT's Revenue Chart

    2023-11-01 – CFLT CEO’s Comments – 2023Q3 Earnings Call Transcript

    I want to spend some time now focusing on a critical change we're making to drive growth. Beyond just the friction in the current market environment, the critical project for Confluent is to capture the massive market opportunity in streaming. This is a $60 billion market where we are still just scratching the surface of even the existing open source Kafka usage. And we have additional expansion opportunities from Flink, our connectors and data governance, as I outlined in the earnings call last time.

    Critical to our execution against this opportunity is leveraging our go-to-market engine to rapidly land new customers, expand new workloads and ensure the adoption of our full set of product capabilities. To this end, we'll be completing the transition to orient our cloud business around consumption. This will make cloud revenue rather than bookings or committed spend the primary goal of the go-to-market organization for Confluent Cloud. This was a planned transition. Indeed, we began changes in this direction this year, but it’s a transition we’ll be significantly accelerating heading into 2024.

    To explain what this means, let me start with a little background. In the traditional world of on-premise software, customers would make big upfront commitments. Salespeople worked with the customer to scope these commitments and were paid as a percentage of the resulting bookings. The marketing organization measured pipeline based on these commitments, and every internal system and process was oriented around measuring and managing the bookings that resulted. There was some misalignment between customer and vendor because customer might end up over purchasing, but this was masked by the fact that the rest of the stack, such as servers that ran the software, were also fundamentally upfront in inelastic purchases.

    With the advent of the cloud and the elasticity and flexibility it offered to customers, this model had to evolve. Cloud has a utility-like model where services are metered as they are used. However, in the early days, the go-to-market engine for cloud infrastructure software largely remained as it was previously, selling customer commitments or credits that overlaid this dynamic usage. Alignment between customer and vendor improved somewhat, but the vendor still had an incentive to maximally scope customer commitments. Over the last couple of years, businesses like MongoDB, Snowflake, Datadog and hyperscalers have all transitioned their go-to-market to a fully consumption-based model. In this model, the customer and the go-to-market organization are both oriented around the actual service usage, not the upfront commitment. This fully aligns the customer value realization with the vendor's revenue. Less obvious from the outside is how this completely upends the sales and marketing model.

    Pipeline is no longer oriented around maximum customer commitment, but rather new logos and new workloads. Salespeople aren't compensated for getting an upfront booking, but rather for what a customer actually uses, finding new workloads and driving new product adoption. This is an absolute win for customers and also a huge win for vendors, who are actually able to grow faster by removing much of the uncertainty and risk from customer purchasing.

    With Confluent Cloud now at nearly 50% of our revenue, having NRR over 140% and continuing rapid growth, it's time for Confluent to complete our transition to this fully consumption-based model. We've already made the transition to usage-based pricing that bills for what is used. But today, our go-to-market is still primarily oriented around booking customer commitments.

    2023-11-15 – Confluent (CFLT) - Collected Snippets from

    Data Streaming Is Central to the Modern Data Stack

    Data streaming enables businesses to continuously process their data in real time for improved workflows, more automation, and superior, digital customer experiences. Confluent helps you operationalize and scale all your data streaming projects so you never lose focus on your core business.

    2023-09-01 - Canaccord Genuity began coverage on Confluent (CFLT) at Buy, $40 tgt; CG thinks investors should consider three key elements in the CFLT story: Confluent stands out in a rapidly growing, highly fragmented data streaming landscape. Opportunity in stream processing (Flink) could be as large as core market. Confluent Cloud's differentiated value proposition extends far beyond hosting.

    2023-05-30 - Confluent: Data Streaming Hits the Mainstream; Category Leader Positioned to Execute - Needham; tgt $35 (28.71)

    Needham's Mike Cikos notes, "Confluent Cloud has been constructed from the ground up to deliver a Cloud-Native SaaS offering that differs from hyperscalers' Cloud-Hosted solutions and provides cross-cloud flexibility. We also see Confluent's development of a fully-managed Flink offering as potentially mirroring Kafka adoption while deepening and broadening the platform. We initiate coverage of Confluent with a Buy rating and a $35 Price Target."

    2023-05-16 - Confluent (CFLT) announced new Confluent Cloud capabilities that give customers confidence that their data is trustworthy and can be easily processed and securely shared. With Data Quality Rules, an expansion of the Stream Governance suite, organizations can easily resolve data quality issues so data can be relied on for making business-critical decisions. In addition, Confluent's new Custom Connectors, Stream Sharing, the Kora Engine, and early access program for managed Apache Flink make it easier for companies to gain insights from their data on one platform, reducing operational burdens and ensuring industry-leading performance.

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