I previously wrote about AMZN valuation risk here, and valuation will often be a concern for high-growth companies. Implicit in that view is a concern
Category: Cloud Services
Let’s assume that sellside estimates are representative of investor expectations for $AMZN (as discussed in my book, that is not always the case). The NTM
The $INFN PAM-4 boogeyman was probably born at the time PAM-4 was first conceived a couple of years ago. However the PAM-4 scare appears to
“Corporate Governance” represents a broad category of issues that typically indicate some form of mismanagement at a company. Investors become concerned when they do not
What’s a Convolutional Neural Network?
The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or Deep Neural Network (DNN). Researchers at Google, Facebook, IBM, Nvidia,
Is $TWTR Really a Social Network?
Maybe, but likely in a different way than Facebook or LinkedIn. You really have to use Twitter to understand the difference. Whereas connections on Facebook
The charts provide a perspective on GOOG valuation & momentum indicators, and raise a few questions. Assuming fundamentals represented by NTM EPS are correct, the