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Key Takeaways from the Cloud 100For the past six years Bessemer Venture Partners, along with Forbes and Salesforce Ventures, have released the Cloud 100 List, the definitive ranking of the top 100 private cloud companies. This provides participants deep insights into the growth and innovation in the private side of the cloud computing market. Below we detail some of the key takeaways from this year’s event, but we highly recommend watching or reading through the entire event on Bessemer’s site here: 2021 Cloud 100 - A List of Unicorns In 2021 every company on the Cloud 100 list has at least a $1bn valuation, companies meeting this threshold are referred to affectionately as “unicorns”. For reference, 87% of last year’s list consisted of unicorns. This is evidence that the appetite for strong cloud computing businesses continues to grow. The cumulative value of Cloud 100 is $518bn, increasing 94% year-over-year from $267bn. For reference, that aggregate valuation is greater than the individual gross domestic product of 87% of countries on the planet! The average company on the list is valued at $5.2bn, which is more than double the 2020 average of $2.5bn. Since the first Cloud 100 list in 2016 the value of the list has increased 5x over. The average Cloud 100 valuation has grown by $4.1 billion at a +38% Compound Annual Growth Rate (CAGR) since 2016, from $1.1 billion in 2016 to $5.2 billion today. The Cloud Industry’s Accelerating Growth The average revenue growth rate on the list was 90% year-over-year, which compares to 80% in 2020. The top quartile of companies on the list grew 110% year-over-year, which is faster than ever before according to Bessemer. The Public Cloud Market and IPOs since the 2020 Cloud 100 19 of last year’s Cloud 100 list are now, or in the process of becoming, publicly traded companies. Evaluating Bessemer’s 2020 Predictions At last year’s event Bessemer predicted that 1) public cloud markets would surpass $2tn in cumulative market capitalization 2) the entire Cloud 100 would consist of companies with at least a $1bn valuation Prediction 1: As of July 2021, the public cloud market reached $2.3tn, not only achieving but well surpassing Bessemer’s prediction. Prediction 2: As mentioned above, the entire Cloud 100 list consists of unicorns with at least $1bn in valuation Cloud Globalization International representation on the list continue to expand to nearly 30%. Ireland, Germany, Israel, and Australia are a few of the regions on this year’s list. Bessemer also continues to see cloud leaders rising out of the Asia Pacific, India, and other international markets. In Bessemer’s view, the cloud industry will have a sizeable impact on global GDP over the coming years. Cloud Job Growth According to Bessemer, Cloud 100 companies increased their number of employees by an average of 26% since January 2021, equating to a total of more than 17,000 new hires. The Fintech industry created the greatest number of new jobs year-to-date. Top Cloud 100 Sub Sectors Fintech companies on the list experienced the strongest growth, increasing 461% in value since the 2019 list. This subsector totals a cumulative $146bn valuation, which is more than a quarter of the list’s total value. According to Bessemer, cloud companies within the Fintech subsectors are helping modernize the infrastructure that the financial services industry relies on. Many of today’s cloud companies embed financial services and payments within their software solutions. For example, Cloud 100 constituent Toast offers an all-in-one point-of-sale and restaurant management platform for restaurants. In Bessemer’s view, cloud companies like Toast are often able to process payments and payroll more efficiently than many traditional banks. Data and Infrastructure businesses also had more representation, increasing 70% in value from the 2019 list. Today this subsector makes up $63bn of the list’s value. There is certainly some valuation concentration at the top of the list. The top 10 companies on the list amounts to approximately $200bn, or 38% of the list’s cumulative value New Market Leaders – MT SAAS vs. FAANG Last year Bessemer introduced a competitor for the well-known FAANG basket (Facebook, Amazon, Apple, Netflix, Google) with the cloud giants encompassed by their MT SAAS basket (Microsoft, Twilio, Salesforce, Amazon, Adobe, Shopify). According to Bessemer, MT SAAS performance represents the power of the cloud and how it will continue to drive technology and innovation in the future. In 2020, MT SAAS outperformed FAANG by over 100%. Our Final Thoughts Bessemer Venture Partners has one of the largest cloud portfolios in venture capital and we believe the unique insights they provide in the Cloud 100 and other published research is an excellent resource to gauge the status of the broader cloud economy. We exit the Cloud 100 event with reinforced confidence in the potential growth trajectory of the cloud industry based on three key takeaways: 1) cloud technology is a necessity for businesses to survive and compete in today’s economy 2) the cloud industry is a meaningful contributor to global GDP and employment growth 3) revenue growth rates in the private cloud market continue to accelerate and provide evidence that we remain firmly in a historic period for cloud technology adoption. All figures referenced are sourced from Bessemer Venture Partners as of 10 August 2021
SZSE:399279
by aneekaguptaWTE
Quisitive Technology Solutions TA and thoughts $QUIS.VQuisitive $QUIS.V / $QUISF will report Q2 earnings on Aug 30th after the bell. This will be a company changing quarterly report IMO. For a detailed breakdown on what to expect for earnings you can follow my substack, I will be publishing an updated Q2 projection this weekend. Price has failed to break lower on the last two selloffs. the 200 dma held and the stock bounced up Friday on light volume. Take in that volume contraction over August. Besides a few large buys that show up its been quiet on the Quis front. I believe Quis will run into earnings now this week. Its not going to take a whole lot to get us up to that overhead resistance I have lined out (1.68-1.70 range). This move up implies just over a 20% gain in 6 trading days. Where the fun/risk comes into play is the market reaction to the numbers Quis puts up. IMO there is a chance Quis can push upwards of $24 million in revenue, which would be near 100% yoy growth. Again, my stack will breakdown this down in more detail. Furthermore what will drive sentiment is comments from CEO Mike Reinhart on LedgerPay commercialization being on schedule (no reason to believe it wont be) + any pilot projects that have been undertaken during Q3. Full Commercialization for LedgerPay is due after Visa Certification has been awarded, expected at end of Sept. All in all, I believe there is a trade to be had here, as well as a good buy range at the start of the week for a long position. I also have quis's chart on stockcharts set up on weekly with rsi, macd and OBV - the stock is technically oversold and has a reasonably long runway if it moves up with purpose. I believe it will. Earnings could be the set up for a stronger push up near end of Sept when LP reaches full commercialization. Again, Mike Reinhart's comments will be key here to giving the market guidance. I have a large position relative to my book in $QUIS.V, As always please do your own DD and follow your own trading rules. Cheers, Luke
QLong
by LeBelleChart
MU saw some people on Bezinga Stream floundering on this..This shows MACD Bullish Divergence and thats to $92. My path shows to $120-128. Chart looks really. Good. I used the Cloud this time to find the same move in the past. As i think its more reliable when you can find price action dip into the cloud the same way and with the same kind of candles that have been painted. I customized this Cloud way out of wack from the standard I dont know what possessed me to use the settings I have but It has been very reliable. by iCantw84it 07.30.2021
NASDAQ:MULong
by iCantw84it
1
FASTLY Ready For Lift-Off [LONG]The chart here of FSLY might be one of my favorite looking charts of recent memory.. however, if you are a close follower of the company, you may be a little fearful at the moment as this stock has gotten hammered for 10 months now. Not to mention the miss they had on earnings recently PLUS a bug in the company's infrastructure that apparently caused the web traffic of a major customer to vanish for almost an hour. This has resulted in shareholders dumping the stock and leaving it for savvy traders to now scoop it up for pennies on the dollar as the stock has fallen 75% in value back down to fair value areas according to what we have outlined here in what appears to be the completion of a classic 5 Count Elliot Wave correction. And now this young stock has found itself back above the $41 price level.. a very important level as there is nothing to catch the price below this level as far as the eye can see according to the common Fibonacci retracement of this asset's all time high to its all time low. This makes the levels shown on this chart very credible and one who owns this asset would be wise to not fall asleep on what is happening to the stock's current price. Furthermore, we have possible classic bullish divergence on the weekly.. although it is much more discernable on the daily. Either way, FSLY looks all systems go in the fact that it is sitting snug above our .236 fib level, a technically great area for price to run to higher prices if support is maintained here. It is currently a 6% drop to reach our desired entry at $41. So one might find a better, yet slightly riskier entry just above our heads at the next fib level which would be $45.40. Much higher above that we have more buy zones but the spot we are at now will be where the most gains are made. Lastly on Fastly, anything below $40 is bearish and a daily/weekly candle close below this level would be enough to refrain from looking for any further longs in the immediate future. If you own this stock and you are fed up with it, you may want to stick it out just a little longer as FSLY could be looking at a DOUBLE in price in the not so distant future.
FLong
by TradeVibez
AMZN the no-brainer stock.In today’s post, I will be covering Amazon($AMZN). I am sure you all have heard of the company due to do its reign in e-commerce. However, that is just a drop in the bin. I believe that cloud computing, AWS, is the main driver of its net income. I will not get into specifics but they are powering big-name players like; Netflix, Twitch, Facebook, LinkedIn, Twitter, etc. Along with their e-commerce and cloud computing, they offer one of the best streaming services that will soon be broadcasting global events such as NFL, Premier League, and more. Additionally, they own a large market share in gaming and audiobooks through Twitch and Audible. Did I forget to mention they own Whole Foods, an outlet for retail distribution? They are revolutionizing everything they do while providing low prices to consumers, one of the main reasons I think they will not be broken up. However, today’s headline, “Biden Weighs New Executive Order Restraining Big Business” (WSJ), brings some skepticism. Regulation in various facets is their biggest headwind. Nonetheless, even if they are broken up, you would still want to own the previously mentioned businesses in isolation. As seen in the image, the company has been trading in a range from 2900-3500 (Red/Blue horizontals) for about a year now, while the rest of Mega-Cap Tech (Microsoft, Apple, Google, Facebook) has steadily made all near all-time highs. I think it is on the verge of a technical breakout (breaking out of the previous trading range) as they continue firing on all cylinders and growing the business vertically and horizontally. In the world of finance, I often do not like to make decisions in isolation. That being said the conjugation of all previous factors provides a decent investment thesis. It is currently around $1. 74T. I think it will, sooner than later, cross the $2 trillion market cap, (+12%) that competitors Microsoft and Apple smashed. Could you imagine a world without Amazon? It wouldn’t be better in my opinion and I do not see that changing in the near future. In the long run, the companies growth will slow and the company will transition away from reinvestment to shareholder distribution (dividend). Con: Regulation + Tech Drawdown + Treasury Rate Increases Pro: Businesses + Technical + Smart Money
NASDAQ:AMZNLong
by howdydany
internet ComputerBig Project here : What is the Internet Computer (ICP)? The Internet Computer is the world’s first blockchain that runs at web speed with unbounded capacity. It also represents the third major blockchain innovation, alongside Bitcoin and Ethereum — a blockchain computer that scales smart contract computation and data, runs them at web speed, processes and stores data efficiently, and provides powerful software frameworks to developers. By making this possible, the Internet Computer enables the complete reimagination of software — providing a revolutionary new way to build tokenized internet services, pan-industry platforms, decentralized financial systems, and even traditional enterprise systems and websites. The project was founded in October 2016 by Dominic Williams, and attracted notable interest from the crypto community. DFINITY raised a total of $121 million from contributors such as Andreessen Horowitz, Polychain Capital, SV Angel, Aspect Ventures, Electric Capital, ZeroEx, Scalar Capital, and Multicoin Capital, and several notable early Ethereum supporters. To make it simple this project is a Decentralised concurent of Microsoft Azure and Google Cloud but in decentralised Version. Market cap is 6.5 Billions so it's already a big project, can buy it on Binance or Coinbase. This coin dropped a lot as it seems early investors took some profits. ---------------------------------------------------- Trading Parts : ---------------------------------------------------- Buy Zone 52$ ish ( a bit ) ( wait for break EMA50) Rebuy Zone 27$ ( Full Buy ) TP1 : 79.5$ TP2 : 129.5$ TP3 : 198$ ---------------------------------------------------- Happy Tr4Ding !
Long
by thecryer
16
Options Prices Prediction - GMEHello everyone, to anyone who is not already familiar with the Chobotaru Indicator V1, it takes the implied volatility currently priced in GME options and gives a probability location cloud. As you can see, for the next 44 days, this is what the market thinks that this stock should do (move within the probability cloud). Options Sellers give a 20% probability that the price will touch $320 before JUN 18. You can use the indicator yourself and see if they update their prediction... MEANING ---> if you see the stock starts to move and they raise prices (and hence implied volatility increase), the market believes that price could go further.
NYSE:GME
by ZoharCho
1
IBM breaking 8 year downtrendIBM is beginning to break out on the weekly chart from a trend line that was acting as strong resistance for over 8 years. Recently the company has unveiled the world's first 2nm chip and announced previously that it will begin focusing on Cloud and AI which will serve the company well as those are two large secular growth stories. Go Long IBM. Trades at 9.79 EV/EBITDA ratio, well run company financially with a long growth path ahead of it. I expect IBM and INTC to be some of the main beneficiaries of the bill that just passed in the senate today that okayed $54 billion dollars for the Semiconductor Industry to focus production on American soil and improve research efforts. INTC and IBM have long been the American blue-chip players in the space and are currently collaborating in advanced semiconductor research. This is a timely partnership as INTC is building two new fabs in Arizona and IBM just released its 2nm chip but does not manufacture its own chips (ahem ahem INTC). Long-term Price Target: $250 Daily Chart w/ Golden Cross:
NYSE:IBMLong
by EBITDAtiger
5
Quisitive Technologies, $QUIS.V Bottom In? Utilizing Linear Regression at Standard Deviations at 3,2,1,-1,-2,-3 You should see these data lines captures the trading range of Quis. The Time of the plot was adjusted to 175 to best capture what I think is the relevant data lines capturing the tops and *perhaps* now the bottom. I have personally added here to a long position. Last week and today. The Link below is to my notes on the most recent earnings call. It can provide more colour as to how we got to where we are today. There is further work on my substack to add even more of a background. Please do your own DD and follow your trading rules before entering. All the best, Luke
QLong
by LeBelleChart
comparison between PSTG (pure storage) and NIO (nio).on the right we have nio, trying today to break over the MA 50 dynamic resistance, and on the left we have pure storage, trying to bounce off the MA 200. as you can see, both of them bounced off the MA 200, but while nio did jump high today, pure storage didn't yet. because of that, I believe we will see a jump within 2 weeks in pure storage too, not a big %, but yet not a trash can. anyway, rejecting the MA 200 4 times is an amazing thing, and if the price can start to climb again, we may see it reaching a new high in both nio and pstg. lastly, I would suggest you to check nio and compare it to pstg whenever it is possible, as long as the correlation between the 2 remains. logarithmic chart basic chart
NYSE:NIO
by camelot0707
How to use Chobotaru IndicatorOur indicator can now be used by everyone. There are a lot of indicators trying to predict what will be the range of the stock in the future. Some of the indicators, that are well known, are using STD of volatility like Bolinger Bands or using an advanced simulation like Monte-Carlo, and others that are using different methods. Our approach to this subject is different. There is an official volatility predictor called Implied Volatility. (I explained it in a different post) This number can be seen in the options chain in your broker platform. You don’t need to trade options to use this indicator. This indicator shows you a probability cloud, giving you the probability of the stock moving to a certain price. This can help in several ways like determine if your target price is possible, where to put stop-loss, you can also use other technical analyses, like support and resistance to choose which area is best for your trade. The sky is the limit. We tested it on 30(+/-10) days of small market cap and higher. In our testing, the price finished inside the range more than 80% of the time (the result are higher but I’m trying to stay conservative). The user can choose a different option’s time period than 30 days, but the longer the period the higher the chance for a rare event that is not currently priced in. The indicator is based on the partial differential equations from the mathematical model of options, the Black-Scholes model. In simple words, the prices of options give you some indication of how the market thinks the stock should perform. If you take the implied volatility and insert it into the indicator, you can see the probability range, transforming this data into a visual representation. What inputs do you need to enter? Instrument price – The current price of the stock or futures contract. In this example, the close price of the SPY on March 30, 2021, is 394.73 The interest rate – Searching in google: “U.S. Department of the treasury daily yield curve rates”, Use the 3-month value (of the day of the entry or day before). On 03/30/2021 the 3-month value was 0.02% Days to expire (minus trading holidays) – At the end of 03/30/2021, I searched for the option that is the closest to 30 days on the SPY. The option that ending on April 30, has 31 days, in this period we have a holiday “Good Friday”, so I subtract the original number of days from the holiday, 31-1 = 30 Implied Volatility – This number in your trading platform will usually be shown in a percentage, you need to enter a positive decimal number. In this example, the implied volatility of the option was 15.2%, the input is 0.152 The date – The last thing is the date of the entry, in this case, Day – 30, Month – 3, Year – 2021. This indicator can be used on daily bars and everything smaller than that. We recommend using it on daily bars. Try it for yourself on your charts and share your result, if you have any questions, tell us in the comments.
AMEX:SPYEducation
by ZoharCho
4