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No New Posts Cisco Systems

$CSCO

4 22 Cisco Acquisitions for Cloud/IoT
by martyc
May 11, 2017 10:48:39 GMT -6
No New Posts Digital Reality

$DLR

3 24 $DLR Digital Realty
by martyc
Jun 27, 2017 17:12:08 GMT -6
No New Posts PTC, Inc

1 2 Historical Finanical Data
by martyc
Sept 12, 2016 13:51:30 GMT -6
No New Posts Splunk

$SPLK

5 13 Analyst Info
by martyc
Feb 9, 2017 18:42:13 GMT -6
No New Posts Tableau

$DATA

7 16 Gartner Magic Quadrant: Business Intelligence
by martyc
Apr 24, 2017 5:40:28 GMT -6
No New Posts Verizon

$VZ

2 15 Verizon Market Data
by martyc
Feb 2, 2017 15:19:57 GMT -6

Other Companies

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NEWBookmarkLockedFalling Revenue metrics: $CRM $DATA $SPLK
martyc 0 61 by martyc
Feb 8, 2017 13:56:22 GMT -6
Thread Sticky  
NEWBookmarkLockedFalling Research Reports
martyc 3 122 by martyc
Jan 19, 2017 19:15:29 GMT -6
Thread Sticky  
NEWBookmarkLockedFalling Dassault Systems-Netvibes
martyc 1 64 by martyc
Oct 8, 2016 11:53:45 GMT -6
Thread  
NEWBookmarkLockedFalling Buddy Platform
martyc 2 70 by martyc
Oct 8, 2016 11:50:08 GMT -6
Thread  
NEWBookmarkLockedFalling VDC: Amazon AWS vs Microsoft Azure
martyc 0 58 by martyc
Sept 23, 2016 15:36:03 GMT -6

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Other Companies
Companies aside from Big Six that are involved in IoT focus
$CSCO $DLR $PTC $SPLK $DATA $VZ
#IoT #Cloud #Data #Bigdata #AI
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fozzo: Just to follow up, $TRTC now has four stores in NV with mj legalization implemented on 7/1/17. Seems like a legit operation. I think a trend is formenting. gl. Hope all are well. Jul 12, 2017 6:31:19 GMT -6
fozzo: marijuana stocks may become en vouge(sp?) again if sessions loses credibility in his hearing testimony 6/13/17. Jun 12, 2017 10:00:56 GMT -6
martyc: $HIMX is starting to come to life. 2H story very strong with multiple possible catalysts from iPhone to HoloLens Jun 1, 2017 9:10:31 GMT -6
fozzo: watched $PI at $28! didn't act. wish I did. $STM got away as well. on radar, tho. May 31, 2017 8:41:53 GMT -6
martyc: Next up might be $NTNX. Solid earnings AH with nice raise well above consensus. With test of issue price and lockup exp behind them this could be very nice set up. I've been buying and may add more tomorrow. May 25, 2017 18:46:12 GMT -6
martyc: Hope you rode $PI as well up 50% in past 2 mths May 24, 2017 16:50:19 GMT -6
fozzo: AAOI was a great buy! Especially if you built position in the latter part of 2016! #goodShow May 18, 2017 7:35:51 GMT -6
Under: Happy as can be with $SGMO. Thanks Masti and Marty! May 16, 2017 18:23:31 GMT -6
Gene Editing: didnt take so long as the last time May 12, 2017 9:05:00 GMT -6
fozzo: Congrats on SGMO call, guys! Hope it's nice and profitable for you all. May 12, 2017 8:50:54 GMT -6
Gene Editing: lots of shorts mobilized today could macke 5% or so risk it too high to keep short over night ... tik tok next partner knocking May 11, 2017 13:20:12 GMT -6
martyc: Really hoping shorts play their games this AM and try to sell this down before covering. Adding at $6. Note the $70m is about $1/sh. The pipeline is so undervalued that this should be up $3 on external validation IMO. May 11, 2017 7:00:56 GMT -6
Gene Editing: wedbush had a 30PT on SGMO last june with sandy already in the saddle.... Wedbush must upgrade now too May 11, 2017 6:37:35 GMT -6
Gene Editing: piper must upgrade now May 10, 2017 16:58:02 GMT -6
Under: I have a position on both. Glad PFE make the move. May 10, 2017 16:16:47 GMT -6
martyc: Even over $6 this feels like the best play out there in Gene Therapy/Editing all things considered May 10, 2017 16:00:21 GMT -6
martyc: SGMO just getting started. With those milestones and addl pipeline news, shorts will have to think harder about undercutting rallies May 10, 2017 15:59:17 GMT -6
Gene Editing: PAYDAY SGMO May 10, 2017 15:06:06 GMT -6
martyc: Reactions? I saw the FCF burn was pretty bad again but haven't analyzed May 10, 2017 8:02:27 GMT -6
Under: Should see some sell rating hitting. Going to listen to CC May 9, 2017 14:21:12 GMT -6
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