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Technology Stocks
Investing in Exponential Growth
An SI Board Since July 2016
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1023 56 2
Emcee:  Paul H. Christiansen Type:  Moderated
Introduction Compact
Eric Brynjolfsson’s and Andrew McAfee’s book The Second Machine Age was the spark that initiated my search for stocks that were either contributing to or benefitting from the Digital Transformation.

Specifically, this site is intended to help investors discover tomorrow's winning stocks today!

As explained in my book - Investing in the Age of Digitalization - the sine qua non and the beginning of that discovery process is identifying stocks with extraordinary increases in year-over-year quarterly revenues.

Beginning in November, 2022, that is what I will provide on this site . . . charts and brief descriptions of companies that recently reported year-over-year increases in quarterly revenues.

When discovered, I will also present charts reflecting new or add-on Big Bets made by institutional investors.
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1023EVGO - Interesting play on the electric vehicle industry. See the following: 2Paul H. Christiansen-5 hours ago
10222023-03-09 – Desktop Metal (DM) Tidbits On March 1st or 2nd, 2023, a rumor waPaul H. Christiansen-March 9
10212023-03-01 – Desktop Metal (DM) “snippets” taken from CEO Ric Fulop during DM’s Paul H. Christiansen-March 3
1020Palantir (PLTR) . . . is Alex Karp finally learning the virtues of capitalism? WPaul H. Christiansen-February 17
1019Confluent (CFLT) . . . A very compelling growth story. 2023-01-23 – 2022Q4 EarnPaul H. Christiansen-February 17
1018A new board devoted to C3.ai (stock symbol: AI): C3ai | Stock Discussion Forums Frank Sully-February 1
1017Ginkgo Bioworks - Interesting institutional "add-on" Big Bet BailliePaul H. Christiansen-January 23
1016 Baillie Gifford & Co 13G/A Filings Source: UV Metrics.com CompanyPaul H. Christiansen-January 20
1015Neonode technology enables contactless touch on any display or any surface. The Paul H. Christiansen-January 19
1014Desktop Metal (DM) Why is DM trading @ ~$1.85 per share? See attached for Paul H. Christiansen-January 14
1013C3.ai (AI) Tiernan Ray recently wrote a report containing an interview with TPaul H. Christiansen1January 13
1012Axcelis Technologies (ACLS) Interesting semiconductor company. Select the Paul H. Christiansen-January 13
1011Taiwan Semiconductor - Price/Volume data with "tepid" news as of middaPaul H. Christiansen-January 12
1010TELUS International - Interesting add-on to existing "Big Bet". Any tPaul H. Christiansen-January 12
1009A "moon shot" ? A recent SC-13G/A (12/22) filing showed that GM ownPaul H. Christiansen-12/23/2022
1008HashiCorp - Significant institutional investor position reduction. HashiCorp (Paul H. Christiansen-12/12/2022
1007Arcellx (ACLX) View this presentationof their product. Friday's news . .Paul H. Christiansen-12/10/2022
1006Selected stocks with unusual percentage increases in both Price and Volume . . .Paul H. Christiansen-12/9/2022
1005Although the revenue growth rates are regressing (victim of larger numbers) whatPaul H. Christiansen-11/12/2022
1004Indie Semiconductor ‘Our highly innovative technologies come precisely at a tPaul H. Christiansen-11/11/2022
1003Paul H. Christiansen-11/11/2022
1002RBC is an international manufacturer and marketer of highly engineered precisionPaul H. Christiansen-11/11/2022
1001Strong quarterly year-over-year revenue growth for Array Technologies (ARRY) [gPaul H. Christiansen-11/11/2022
1000Interesting Big Bet by Fidelity [graphic] To put this in perspective, the averPaul H. Christiansen-11/11/2022
999Given the debacle occurring in current markets, I began to wonder if the market Paul H. Christiansen-10/12/2022
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