The New Cloud Generation
We Think It's Their Time.
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This Is What They Came For
Somewhat to our surprise, since we started running live webinars in our pay services, they have become very popular. Indeed we get regular unsolicited very positive comments on them. Given that here at Cestrian Towers we are happy to talk stocks literally all day and night every day and night, this is music to our ears. You want live webinars? We have live webinars. You want live Q&A with our senior staff? We do live Q&A with our senior staff. All-day-long. No problemo.
The ‘Pro’ tier of this Tech Select newsletter is distinguished by its weekly live webinar. It runs Wednesdays at 5pm Eastern, and we post the recording for all Pro-tier members to watch at their leisure.
Today’s topic is:
Is It Time For The New Cloud Generation?
We have a sneaking suspicion that your AMZNs, your AAPLs, your GOOGs and so forth are in the latter stages of their imperial ascent. And as soon as empires reach their apogee, they commence the decadence phase. Usually not a linear decline, usually takes a while, but a decline nonetheless. Rome, Carthage, the British Empire, the Ottoman Empire, pick one, once they start the downslope there’s no stopping them.
Big Tech just reported shockingly bad earnings. In the face of monetary easing, or the prospect thereof, nobody cares. Stocks are up anyway, and that’s fine by us. But we think that the enemy within is coming for these big names. We think that NET 0.00%↑ , MDB 0.00%↑ , DDOG 0.00%↑ , DOCN 0.00%↑ , GTLB 0.00%↑ and other members of the New Cloud Generation have a chance to shine in the coming years. All these stocks sold off hard in 2022 and they remain beaten down, though in many cases up big off their lows. There is, we believe, an opportunity to accumulate positions in these names in anticipation of a sustained run up in the coming years.
Join us for our webinar at 5pm Eastern today where we’ll update you on our investment thesis here, and walk through a selection of these names.
If you’re a Pro member already just scroll down to register for the webinar.
If you’d like to step up to Pro level, it’s just $499/yr. We’re confident that’s excellent value. You can move up by clicking the button below and choosing ‘Pro’ from the subscription options. Any problems upgrading, reach out to us using this contact form and we’ll get it done for you.
If you’re reading this after 5pm Eastern today, fear not. Once you’ve upgraded you’ll get access to the recording and indeed all prior recordings of our Pro webinars. And you’ll be set up for next week’s live session where you can ask us all the questions you have arising on the topic.
Cestrian Capital Research, Inc - 8 February 2023.