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S1E7 - Companies that service mobile, cyber security, AMZN and more!
Always pockets of green somewhere, tie it to common sense.. Polls yesterday
Corona Virus
gilead trial - https://www.cnbc.com/2020/04/16/sp-500-etf-jumps-2percent-after-hours-on-report-gilead-drug-showing-effectiveness-treating-coronavirus.html
Very complicated, more than one pathway for COVID to enter the body. previously thought ace inhibitor, component of disease related to HIV where entry can come through T cells. Several companies working on prohibiting. 8 companies without mentioning names. GIL, REGN. When it attacks the lungs it produces blood clots. causes them to bleed out.
Companies that service mobile - Microsoft, AMD and Nvdia NVDA. Both are also good data center growth. Adobe ADBE top names - pro docs and security, first in class.
payroll management, employer employee Coupa COUP inter term port Atlassian TEAM big run, on a pull back
cyber security CYBR cyber arc software as summer progresses FM, QLYS Qualys
industrial automation - redundant jobs and processes - edge computer IOT 5g industrial auto and chip space - teradyne top name, concept of interfacing edge computing(fog computing per CISCO) ai and robotics
middle of MAY - CISCO talk about again
what is fog computing?
Keysight Technology back in 2017 buy signal, another in 18, 19 near 60. getting ready for its biggest move.
XLNX - thesis advisor
What is the tech behind our prediction machine?
Data exhaust
Lattice Semiconductor LACC
Amazon AMZ
Gaming technology - software sea limited SE security 720
weaker areas - hospitality transportation retail
Drug space - companies hibernated in 90’s, big pharma / bio tech revival - REGN regeneron, bayer, rosche, rotix pharm
Biotech ETF - too many big cap, not the best way to increase gains
5g - skyward solutions
Cloud computer tech regarding healthcare with healthcare and digitizing data ( data exhaust) Viva systems best in class name, tele medicine beat tdoc
Find out more at https://the-daily-disruptor.pinecast.co
View all episodes
By Adam Brunet and Efrem HoffmanAlways pockets of green somewhere, tie it to common sense.. Polls yesterday
Corona Virus
gilead trial - https://www.cnbc.com/2020/04/16/sp-500-etf-jumps-2percent-after-hours-on-report-gilead-drug-showing-effectiveness-treating-coronavirus.html
Very complicated, more than one pathway for COVID to enter the body. previously thought ace inhibitor, component of disease related to HIV where entry can come through T cells. Several companies working on prohibiting. 8 companies without mentioning names. GIL, REGN. When it attacks the lungs it produces blood clots. causes them to bleed out.
Companies that service mobile - Microsoft, AMD and Nvdia NVDA. Both are also good data center growth. Adobe ADBE top names - pro docs and security, first in class.
payroll management, employer employee Coupa COUP inter term port Atlassian TEAM big run, on a pull back
cyber security CYBR cyber arc software as summer progresses FM, QLYS Qualys
industrial automation - redundant jobs and processes - edge computer IOT 5g industrial auto and chip space - teradyne top name, concept of interfacing edge computing(fog computing per CISCO) ai and robotics
middle of MAY - CISCO talk about again
what is fog computing?
Keysight Technology back in 2017 buy signal, another in 18, 19 near 60. getting ready for its biggest move.
XLNX - thesis advisor
What is the tech behind our prediction machine?
Data exhaust
Lattice Semiconductor LACC
Amazon AMZ
Gaming technology - software sea limited SE security 720
weaker areas - hospitality transportation retail
Drug space - companies hibernated in 90’s, big pharma / bio tech revival - REGN regeneron, bayer, rosche, rotix pharm
Biotech ETF - too many big cap, not the best way to increase gains
5g - skyward solutions
Cloud computer tech regarding healthcare with healthcare and digitizing data ( data exhaust) Viva systems best in class name, tele medicine beat tdoc
Find out more at https://the-daily-disruptor.pinecast.co