Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Software Stack Investing
Insights From A Pair Of Data Summits
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Software Stack Investing
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Season 2
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Episode 17
AI has crashed onto the investing stage in 2023, driving significant stock price gains for several companies. Some, like Nvidia and Microsoft have already projected a direct revenue benefit as part of recent earnings reports. Others have indicated they expect AI to drive demand tailwinds going forward as part of management commentary.
