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Archive of entries posted on 5th February 2019

Cloud software stocks soaring.

The cloud software stocks are soaring . They include: AMZN, AYX, COUP, NOW, NTNX, SPLK, TWLO, and WDAY. I don’t know which of them are worth buying at today’s elevated prices. But I own several, as you know. My “logic” is simple: Cloud companies sell services — software and cloud processing and storage — which […]