The Cloud

Locator: 10010CLOUD.

AMAZON
(AWS)

Whoo-hoo! I finally heard it from a talking head, and I agree: everyone thinks of Amazon as an e-retail company but in fact it's all about AWS. See this post. And the kicker: if somewhere down the road, the US government forces Amazon to break up, it will be very easy to find the fracture lines. Right now, I can think of three major Amazon divisions: retail, logistics, and cloud. Posted December 15, 2020.

GOOGLE

 

APPLE

 Mac Minis and AWS, posted December 19, 2020.

MICROSOFT

The darling of Wall Street in late 2021; then sold off in early 2022 with oil surging, and Russian invades Ukraine. Sold off on March 4, 2022, presenting a buying opportunity.

TESLA

 

FACEBOOK

CISCO

 

ZOOM

 

ORACLE

May 14, 2024: stock surges; an unverified report that Tesla is teaming up with Oracle for cloud services.