Guest Contributor

Guest Contributor

Could Crowdstrike (CRWD) make it into FAANG?

CrowdStrike (CRWD) is a cybersecurity company that provides endpoint and workload protection solutions via its Falcon cloud-based platform. The firm is referred to as the “Salesforce of Security” by the CEO. Crowdstrike has benefited from the ‘work from home’ trend,…

Is Nike (NKE) still a good investment?

Nike (NKE) reports earnings tonight for their first financial quarter of 2023 (covering the months June-August 2023). The consensus revenue estimate calls for 12.54bn in revenue (1.6% q-o-q increase), with the highest estimate pegged at 12.9bn in revenue (4.6% q-o-q…

Cazoo (CZOO): A surge may be coming

Let me give a very quick overview of Cazoo (CZOO) and why it could be a good long term hold at these levels (unlike many deSPACs running currently). All you deSPAC degens can safely skip this section. CEO Alex Chesterman…

Spire Global (SPIR): Space race continues

Spire Global (SPIR): Space race continues

Spire Global (SPIR) owns a ton of satellites that provide data and analytics for maritime, aviation, and weather purposes. That have several levels of subscriptions to provide. Their subscriptions are growing but… they lose money. For this play, we are…