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Technology Stocks
Investing in Exponential Growth
An SI Board Since July 2016
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Emcee:  Paul H. Christiansen Type:  Moderated
This site is intended to help investors discover tomorrow's winning stocks today!

The beginning of that discovery process is identifying stocks with extraordinary increases in year-over-year quarterly revenues.

The raison d'etre for this focus on revenue growth can be partially explained by one of my favorite Warren Buffet quotes:

"Writing a check separates commitment from conversation."

When companies experience above-average year-over-year revenue growth, what's really happening is that a growing number of customers is buying a company's products or services. They are writing checks . . . they are making commitments.

An ancillary benefit of this focus on revenue growth is that I immunize myself from stocks that are being egregiously "hyped" by conversations from investment professionals and the financial media.

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

Does this focus on extraordinary revenue growth work?

At the end of every month, beginning with the November 2023, I will post two charts comparing performances of the S&P 500, Nasdaq Composite and my 25-stock EGS Portfolio. One chart will show the Launch-to-date comparative performances, the second will show the current Year-to-Date comparative performances.
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1057Efficient Market Theory debunked by SMCI The following quote is from SMCI&Paul H. Christiansen-May 2
1056SoundHound – Perhaps a very unique investment opportunity for individual invesPaul H. Christiansen1February 15
1055What's in the model portfolio at the moment? Also I've just read all ofElroy-12/31/2023
1054EGS Portfolio Performance Update – In Perspective For all of 2023 the EGSPaul H. Christiansen-12/31/2023
1053Select HERE to view Year-to-Date Performance Chart for November 2023. Select HEPaul H. Christiansen-12/2/2023
1052Select HERE for Salesforce (CRM) current Revenue Chart, including 2023Q3,Paul H. Christiansen-11/30/2023
1051Select HEREfor a chart of SNOW's quarterly revenues, including 2023Q3.Paul H. Christiansen-11/30/2023
1050Rule, Britannia? – Nay! – Rule Nvidia!! 2023-11-29 - Nvidia's Game to Lose Paul H. Christiansen111/30/2023
1049Nvidia (NVDA). Given the recent extraordinary Y-O-Y Quarterly Revenue gains achiPaul H. Christiansen-11/29/2023
1048Nvidia Revenue Chart – Updated to include 2023Q3. WOW!Paul H. Christiansen-11/22/2023
10472023-11-17 – Confluent has been added ($20.17) to our Model Portfolio SelePaul H. Christiansen-11/17/2023
1046Confluent (CFLT) was recently ($20.17) added to the Model Portfolio Select HERPaul H. Christiansen-11/17/2023
10452023-11-16 – Nvidia - Oppenheimer analyst Rick Schafer reiterates Outperform Paul H. Christiansen-11/17/2023
1044Bloom Energy (BE - $12.23) – Contributing to the world’s need for decarbonizatiPaul H. Christiansen-11/14/2023
1043Hey Paul! What do you think of the new AI Chip Wars prompted by US sanctions? InFrank Sully-11/10/2023
10422023-11-09 -Data Center Growth Is Robust. 4 Stocks That Benefit – Barron’s Paul H. Christiansen-11/9/2023
1041The ascendance of technology in the investment world. A common metric usedPaul H. Christiansen-11/9/2023
1040Next Wednesday, November 15th, NVDA is scheduled to rep0rt 2023Q3 financial rePaul H. Christiansen-11/9/2023
1039Select here and for Procore 2-year Quarterly Revenue Growth Chart Procore’Paul H. Christiansen-11/6/2023
1038Has U.S. already lost Chip war to China?–Semiconductor AdvisorsPaul H. Christiansen-9/18/2023
1037Navitas (NVTS) - Good basic information - including Total Addressable Market (TAPaul H. Christiansen-8/23/2023
1036Snippets from NVTS web site . . . a healthy $760 million customer pipelinePaul H. Christiansen-8/15/2023
1035Navitas Semiconductor (NVTS) It doesn't get much better than this! [graphicPaul H. Christiansen18/15/2023
1034In July 10th filing, Fidelity more than tripled their investment in 10X GenomicsPaul H. Christiansen-8/7/2023
1033PROCEPT BioRobotics (PRCT) - 2023-07-28 PROCEPT BioRobotics (PRCT) Research Paul H. Christiansen-7/28/2023
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