Buy Hashicorp TSMC NVIDIA Watchlist Square Not buy despite huge downfall Roblox Tesla Meta
why Hashicorp?
company is making only 400m with lots of losses, growth seems slow. infra teams in growing companies are either switching to k8s or leveraging cloud provider provided solutions, AWS ECS, Google CloudRun and so on. So why Hashicorp?
K8s has a 5000 node limit, Nomad can handle more scale than K8s and AWS ECS. Robolox uses Nomad, Consul, Vault (Hashistack) Also Terraform - widely used in industry (only close competitor in multi cloud is pulumi still in very early stages)
I can give you better picks: Hubspot,mongodb,Datadog. Strong revenue growth with path to profitability
+1 for datadog, this is something which is not easy to replace and developers don't want to replace, it's so good. (also expensive, good for stock)
Cloudflare,ASML, KLAC, EPAM, DDOG
Except TSMC all are crap.
Why nvidia?
thanks bro
Why square
Shit I just bought some Tesla this morning lol
Regardless of Elon, buying automotive stocks is not a good idea now mainly because of interest rates and the likely recession.
Which is a good move