Bert Hochfeld

Snowflake’s recent earnings report beat expectations, but guidance reflected continued pressures on consumption/revenue growth. Read why SNOW stock is a Buy.

Shopify’s margins are showing strong positive trends. Find out if now is a good time to buy SHOP stock.

Snowflake's generative AI solutions and competitive positioning make it a recommended investment compared to Palantir in the software industry. Read what investors need to know.

Zscaler offers attractive long-term growth potential compared to Crowdstrike in the cyber security space, with strong free cash flow margins.

Pure Storage continues to gain market share within its category of all-flash-arrays in enterprise data centers. See why I rate PSTG stock a strong buy.

Nutanix is a top contender in the market with strong revenue growth, free cash flow, and a focus on expanding product offerings. Read more on NTNX stock here.

Microsoft is seeing noticeable market share gains, which can be attributed to the totality of its genAI portfolio. Read more about MSFT stock here.

Pagaya's unique business model and partnerships position it for substantial long-term growth and positive alpha. See why PGY stock is a Buy.

Procore's sales force reorganization may cause short-term disruption, but it is expected to drive long-term growth and deeper customer engagement. Read more here.

Xometry offers a significant growth runway and a well-defined path to non-GAAP profitability and free cash flow generation. See why XMTR stock is a Buy.