The rise of Indian CEOs

98% of companies will have multi-cloud systems using IBM

Large enterprises are only 20% into cloud migration

Management tools will accelerate the migration

Pure players like Microsoft and Amazon don’t provide management solutions

Building community platforms for cyber security applications 

The cloud market will be a trillion dollar market with IBM as a player

Data analytics is the single biggest driver of cloud computing today

IBM/WeWork CEOs

Peak tesla or not

In seven months, tesla has become the most valuable auto company in the u.s.

Production issues in 2018 and 2019 caused extreme pressure for Elon and the company. Ambitious goals for the Model 3 was the primary cause for production challenges.

Major short sellers have lost billions of dollars in the last month. The stock has more than doubled in a short period of time

After a surprise profit in mid-2019, the announcement of the cyber truck, and meeting production demands, resulted in the company to skyrocket

Next up Tesla will enter the Chinese market and invest heavily in its battery technology. 

Let’s see what the rest of 2020 has in store for Tesla and its stock!  

Roaring bank stocks

JPM is making all time highs after generating billions of dollars in fixed income profits

The financial services industry is ready to enter the golden decade of finance and technology.

Scaling technology will enable banks to deliver higher profits. Blockchain will certainly help clean up internal ledgers and create a better process for universal banks and international payments.

2019 was the recovery period since most bank stocks have underperformed for the past decade. Deregulation and lower taxes has definitely help them out. 

I think interset rates will only rise from here and banks make most of their money from interest rate spreads. 

Big and boring is beautiful for banks