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The State Of The Cloud Industry
Schwab Network
English - March 19, 2021 12:59 - 7 minutes - 41 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Outlook For Payment Space In 2021
Next Episode: Nike (NKE) Earnings
Chris Wang says the cloud industry is in a growing global megatrend. The group has seen real real real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.