Data Exhaust

Qualtrics Stock Uses AI for Experience Management

Have you ever noticed that you can go years without hearing a particular word or name, but then suddenly it keeps popping up in uncanny ways? Lately, for us, it’s been SAP (SAP). No, we’re not talking about saps, as in Fools, but the world’s third-largest software company by revenue. Software developed by the $100 […]

Confluent Stock: A Metaverse Big Data Play

Short-term stock price movements are nothing but noise, yet human emotion means we can’t help but check our portfolios every five minutes during market open. You’d think mainstream pundits would discourage such behavior, but they do anything but. Just look at this gem from Jim Cramer several days ago (our emphasis in bold). A year […]

Investing in The Metaverse with Event Streaming

They say an average human driver needs about half a second to react to an unexpected event while driving. “In athletics, anything under a tenth of a second is considered unhuman and therefore a false start.” That’s according to a study by Sky Sports that measured F1 driver Nico Hulkenberg’s reaction time at less than […]

Real-Time Data Analytics and The Metaverse

One of tech’s biggest news stories coming out of 2021 would be Facebook’s rebrand to “Meta.” Like Google, it’s likely that nobody will adhere to that new name, but everyone sure took note of the strategic direction change towards the metaverse. The Web 3.0 / creator economy / DiFi crowd quickly attached themselves to the […]

Splunk Stock Forecast: Calm With a Chance of Volatility

Unless you’ve served time in some of America’s toughest corporations, you probably won’t know what the food chain looks like. At the very top of the hierarchy sits the Board Of Directors (BOD), a group of people who are elected to represent the interests of shareholders. Heading up this group of people is the Chairman […]

Fivetran: Extract, Load, and Transform

There’s nothing worse than being famous and having your tumultuous love life on display for a bunch of shallow muppets to critique. So, have you heard the news? Yesterday, Elon Musk semi-separated with Grimes – that loco-looking tattooed chick that totally wasn’t his type. The key takeaway is that he can now spend an extra […]

Splunk Stock is Falling Along With Revenues. Why?

No matter how hard we try to follow best practices – diversify, don’t try to time the markets, use dollar cost averaging – we always find ourselves reverting back to bad habits. Of the 32 positions we’re holding right now, two of them we engaged in a bit of market timing on – Alteryx (AYX) […]

9 Technology Trends You Should Know For 2021

We often tell our MBAs not to try and predict the future. That’s because when you’re right, nobody will notice, but when you’re wrong, critics will crawl out of the woodwork to point out what a moron you are. The best thing to do is take someone else’s predictions and carefully critique them. Then, you’ll […]

Why We’re Avoiding Sumo Logic Stock

IPOs are coming out of the woodwork in a heated market that defies the imagination. There has been an unprecedented loss in productivity around the globe, yet the markets continue soaring to new highs. In the words of Mr. Dickens, “it was the best of times, it was the worst of times.” It’s always a […]

A Data-to-Everything Platform Powered by AI

“The most arrogant thing an investor can do is to stock-pick,” was the title of an article by MarketWatch which suggested that purchasing any one stock implies the price is too low and every other person on the face of the planet thinks otherwise. According to the efficient market hypothesis, all available information should already be priced into any […]