April, 2022 // Posts published in April, 2022
Tech Trends: Data Security Morphs Toward A Competitive Cloud Utility Service
Research Question: How has the expansion of mega-cloud hosting affected the business models and growth of the major data security companies? Companies: AMZN, CHKP, CRWD, CSCO, DARK L, FTNT, GOOG/GOOGL, IBM, MSFT, OKTA, PANW, ZS By: John Harrington Click here to download report (.pdf) Key Findings As IT customers continue a virtually unabated move […]
Srini’s Chip Watch: Semi Equipment Makers All Clear – Concern, Uncertainty From Macro, Inflation
Companies: AAPL, AMAT, ASML, AMD, INTC, LRCX, MU, NVDA, TSM, 005930.KR, 000660.KR By: Srini Sundararajan Click here to download report (.pdf) Key Findings Post Taiwan Semiconductor Manufacturing Co. Ltd (TSM) call, it seems likely that wafer fab equipment (WFE) spending will hit an all-time high this year. Still, it does not mean that it is […]
Upstart’s Machine-Learning Approach Continuing to Win Fans (UPST)
Research Question: Does Upstart’s AI-based technology give it a competitive edge that will help it thrive in a credit downturn? Companies: AFRM, BAC, C, COF, EXPGY, FICO, JPM, LC, PRG, SOFI, UPST, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Upstart Holdings Inc. (UPST) is tackling a key credit […]
Tech Trends: Fast Computing Is Turning Database Analytics Into A Commodity
Research Question: Is accelerated computing destroying barriers to entry and rapidly commoditizing the database and analytics industry by allowing for the fast creation of new AI-driven data analysis applications by potentially millions of developers? Companies: AMZN, DELL (EMC), GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, ORCL, SAP, SNOW, TDC By: John Harrington Click here to […]
Energy Trends: Middle East Poised to Gain from Russia Debacle; U.S. Capex to Rise 30%
Research Question: Has the situation in Russia and Ukraine caused U.S. oilfield capex to rise to accommodate the loss of production from that region? Are other regions increasing oilfield activity? Which companies are benefiting? Companies: BKR, DO, HAL, NE, NBR, NESR, NEX, PTEN, RIG, RNGR, SLB By: Janis Harrington Click here to download report (.pdf) […]
Fuel Cell and Hydrogen Economy Idea Proposal (BE, BLDP, FCEL, PLUG)
Will the response to Russia’s invasion of Ukraine hasten the adoption of green hydrogen and fuel cell technology? If so, which companies are best positioned to benefit? Report Available: May 5, 2022 Blueshift’s initial research found the war in Ukraine causing a change in energy geopolitics and providing another catalyst for the transition away […]
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