Value migration play. Which value migration/trends are you tracking?

I don’t use targets or stop losses with some of the secular trends- cloud, cloud security, new databases etc.

I realised this by selling $TTD and $NVDA for a good profit missing out on great profits.

Trade desk play was offline to digital advertising- value migration/trend is still on play.

Nvidia- Commoditised Chips to high specialised chips.

I had $AMD for the same reason but sold it after a short report came out.

$SNOW Part 2 published on substack.

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$FVRR recent acquisition is a +ve IMO. It is building a strong ecosystem for freelancers, unbundling skills/talent from enterprises and unbundling the unorganized freelancer market

$DDOG “shift left strategy” - devs will like this observability.

Wrote a memo explain the problem that $SNOW solves in today's market and how it is laying the foundations to capture a bigger opportunity. Check out the memo on my profile.

Please share your feedback, what you liked and what you want to see in my research. Thank you.