• Akamai Technologies Inc. (AKAM $77.38)
  • $77.38 Fwd P/E: 26.66X Cap: $11.79B
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• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.2X Cap: $2.38T
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• Cisco Systems Inc. (CSCO $67.95)
  • $67.95 Fwd P/E: 28.07X Cap: $269.08B
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• Alphabet Inc. (GOOG $181.31)
  • $181.31 Fwd P/E: 19.94X Cap: $2.16T
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• Microsoft Corporation (MSFT $503.32)
  • $503.32 Fwd P/E: 38.78X Cap: $3.74T
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• Hewlett Packard Enterprise Company (HPE $20.72)
  • $20.72 Fwd P/E: 20.87X Cap: $27.18B
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• Nutanix Inc. (NTNX $72.40)
  • $72.40 Cap: $20.52B
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• Zscaler Inc. (ZS $289.74)
  • $289.74 Cap: $46.11B
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• VMware Inc. Class A (VMW)
  • Fwd P/E: 45.39X Cap: $68.96B
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• Dell Technologies Inc. Class C (DELL $126.83)
  • $126.83 Fwd P/E: 19.89X Cap: $86.83B
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• Fastly Inc. Class A (FSLY $6.71)
  • $6.71 Cap: $971M
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• Cloudflare Inc. Class A (NET $181.39)
  • $181.39 Cap: $62.87B
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Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

Upvote 3

Read Answer Asked by Alnoor on September 26, 2024

• Innodata Inc. (INOD $49.72)
  • $49.72 Fwd P/E: 50.67X Cap: $1.57B
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• Fastly Inc. Class A (FSLY $6.71)
  • $6.71 Cap: $971M
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• C3.ai Inc. Class A (AI $26.29)
  • $26.29 Cap: $3.53B
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Q: Can you recommend a few small cap. tech companies tied to AI that could have outsized gains due to their unique potential with higher but OK debt that may provide further leveraged gains with interest rate declines?

Upvote 2

Read Answer Asked by John on September 13, 2024

• Xerox Holdings Corporation (XRX $5.10)
  • $5.10 Cap: $682M
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• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $159.01)
  • $159.01 Fwd P/E: 41.7X Cap: $15.76B
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• Bausch Health Companies Inc. (BHC $8.78)
  • $8.78 Cap: $3.24B
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• Westport Fuel Systems Inc. (WPRT $4.53)
  • $4.53 Cap: $78M
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• Snap Inc. Class A (SNAP $9.11)
  • $9.11 Cap: $15.22B
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• Fastly Inc. Class A (FSLY $6.71)
  • $6.71 Cap: $971M
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• Unity Software Inc. (U $28.93)
  • $28.93 Cap: $12.12B
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• Wolfspeed Inc. (WOLF $1.33)
  • $1.33 Cap: $314M
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• Rivian Automotive Inc. (RIVN $13.03)
  • $13.03 Cap: $14.93B
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Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.

Thanks

Upvote 4

Read Answer Asked by Angus on August 23, 2024