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
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,
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