Investing in Cloud Computing, Anyone else sharing the same mindset?

[rosebuds1111]

@resjudicata This will have a problem of too less allocation to FAANG companies. I think Resident Indians don't have much options unless you are U-HNI.

 

[resjudicata]

@uno34 NASDAQ 100 FOF/ETF. The tracking error has reduced significantly since the FOF was launched. Last I checked the Price was having a 0.3-0.59% premium to NAV.

 

[god_is_gracious]

@uno34 There is a company called Vested. They let you buy ETFs(very much like Mutual Funds) in the US. https://vested.co.in/

 

[gash]

@james_conor Don't forget companies that do not provide cloud infrastructure on their own but build cloud-based tools for other companies/users.

A perfect example is Adobe. It has no cloud infrastructure of its own but has built its Adobe Experience Cloud suite of products on AWS.

Note that Adobe has a bigger market cap than Reliance Industries.

 

[dan2255]

@gash Adobe Marketing Cloud

Adobe Experience Cloud (AEC), formerly Adobe Marketing Cloud (AMC), is a collection of integrated online marketing and Web analytics products by Adobe Systems.

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[koechophe]

@james_conor Google is not a cloud computing firm, they are an ad firm who happens to have a cloud computing division.

There can be many good reasons to buy Google stock but cloud is not one of them.

 

[tracyrobinson76]

@james_conor As for GOOG is concerned, this article might give you more information.

https://www.theinformation.com/arti...as-deadline-to-beat-amazon-microsoft-in-cloud

 

[james_conor]

@tracyrobinson76 Looks like I need a subscription to read the article!

 

[tracyrobinson76]

@james_conor Hmmm yeah. That website is the gold standard for information with regards tech industry in california.