$ORCL is acquiring $CERN for $30 billion which is 5-6x revenues. Lower than the 10x revenue multiple that private equity paid for Athenahealth, but still a healthy valuation for another health tech company.
CERN is profitable and has a long term revenue growth rate of about 5%. A big reason for the deal appears to be for ORCL to gain access to all of CERN’s healthcare data.
Healthcare data is becoming more and more valuable recently.
CSLT’s new intelligence-as-a-service is likely a expand very rapidly starting in January and CSLT’s healthcare data will likely be a driving force behind CSLT being acquired in the next 12 months, in my view.
Read this carefully to understand the Magnitude of INTELS Security Flaw on PRODUCTION CLOUD servers running -Amazon Cloud - Facebook - Microsoft Azure - Oracle Cloud - Google etc etc. Once you see this you will realize how lucky you are to have the ability to buy AMD now at this price level days before the announce the far more secure and vastly Superior EPYC 7 NM Datacenter Server ! Read it I DARE YOU ! $AAPL $GOOG $ORCL $MU $BB $INTC $MSFT https://www.zdnet.com/article/linux-vs-zombieload/
Zombieload, another Intel processor side-channel attack, just like Meltdown and Spectre before it, poses a security threat for Linux systems.
Zombieload, another Intel processor side-channel attack, just like Meltdown and Spectre before it, poses a security threat for Linux systems.
Likely one of first company reporting delay in order. I think main reason is, Most other technology stocks are heavily depend on subscriptions and so trend normally delayed by few months at least.
If anyone think companies who saw sudden near 0 revenue from very profitable revenue continue spend on technology even higher level, it's fool's world.
Also what April/May done which probably another reason other companies not reporting impact, one who not as much impacted and have 1000's employee WFH brought whole bunch of subscriptions (many may not continue as company review spending)
What that mean, un-impacted industry you may reach peak potential which wasn't far given hyper growth in last 5 year.
I think QQQ will significantly under-perform to $SPY for years to come. People looking at result and think technology is place to be.
Most of these technologies companies are Cloud and Cloud based software. Many cases those cloud cost isn't cost effective when compare owning server and many company complain about keep raising cloud bill without really any expansion.
Regarding Cloud based software, Most of software, you can find much cheaper open source alternative and any company challenged in this economy will move to open source solutions to save money.
In next few months hyper growth will look thing of past.
C
This is a great product, in a very clear space and market opportunity. Check out the volume, not many know about this stock yet. Easily double the market cap in next 12-18 months. To top it off they could be a very good buy out candidate from the likes of $ORCL. Trading it long term.
$WIMI $CRM
CERN is profitable and has a long term revenue growth rate of about 5%. A big reason for the deal appears to be for ORCL to gain access to all of CERN’s healthcare data.
Healthcare data is becoming more and more valuable recently.
CSLT’s new intelligence-as-a-service is likely a expand very rapidly starting in January and CSLT’s healthcare data will likely be a driving force behind CSLT being acquired in the next 12 months, in my view.
-Amazon Cloud - Facebook - Microsoft Azure - Oracle Cloud - Google etc etc.
Once you see this you will realize how lucky you are to have the ability to buy AMD now at this price level days before the announce the far more secure and vastly Superior EPYC 7 NM Datacenter Server ! Read it I DARE YOU !
$AAPL $GOOG $ORCL $MU $BB $INTC $MSFT
https://www.zdnet.com/article/linux-vs-zombieload/
Likely one of first company reporting delay in order. I think main reason is, Most other technology stocks are heavily depend on subscriptions and so trend normally delayed by few months at least.
If anyone think companies who saw sudden near 0 revenue from very profitable revenue continue spend on technology even higher level, it's fool's world.
Also what April/May done which probably another reason other companies not reporting impact, one who not as much impacted and have 1000's employee WFH brought whole bunch of subscriptions (many may not continue as company review spending)
What that mean, un-impacted industry you may reach peak potential which wasn't far given hyper growth in last 5 year.
I think QQQ will significantly under-perform to $SPY for years to come. People looking at result and think technology is place to be.
Most of these technologies companies are Cloud and Cloud based software. Many cases those cloud cost isn't cost effective when compare owning server and many company complain about keep raising cloud bill without really any expansion.
Regarding Cloud based software, Most of software, you can find much cheaper open source alternative and any company challenged in this economy will move to open source solutions to save money.
In next few months hyper growth will look thing of past.
Check out the volume, not many know about this stock yet. Easily double the market cap in next 12-18 months. To top it off they could be a very good buy out candidate from the likes of $ORCL.
Trading it long term.
Long $ORCL , via Call Options.
IMO, 60++ AFTER EPS !
Any other thoughts
GTLA
$CSCO $ORCL