Palantir Is Next-Gen Data Growth Story, Not A Defense Contractor

Palantir Technologies Inc. (NASDAQ: PLTR) is being mislabeled as a fancy defense contractor by the Bears, instead, it is a growth story for the next bull run that is starting to gain critical mass in selling software solutions for the data-driven world, after more than a decade of development. We are Bullish on the name; own it in our portfolio and the stock was part of the recent weekly list of top ideas. The long-term thesis boils down to few key points, the company is a leader and one of…

Read More

Analyzing Cloudflare And Fastly As A Pair trade

Even seasoned investors will warn you that pair trades rarely work, more so when they are in a similar industry, but the research exercise is rewarding in more ways than one. Both Cloudflare (NYSE: NET) and Fastly (Nasdaq: FSLY) are recent IPOs. Even though the underlying business of the two companies is similar, the stock performance has been far from similar. While Fastly Stock is up close to 250% since the IPO, Cloudflare stock is up barely 100%, mostly after the run-up over last few weeks. As Cloud-based network services…

Read More