I’m focused on finding the guys selling the picks and shovels to these companies…
With Apple’s formal entrance into what I’ve been callling the Cloud Revolution, we take another step closer towards the coming App/Cloud Stock Bubble that I’ve spent the last two years positioning for. iCloud and Apple? Everybody you know is trying to figure out what this whole “Cloud” thing is and every investor you know is trying to figure out what stocks will benefit from it now that Apple just truly introduced it to the mainstream.
Here is a collection of a lot of my writings and analysis on the Cloud Revolution with lots of stock picks layered throughout:
- The best tech investment theme for 2011 (updated with video) 6:00 p.m. Feb. 5, 2011
- You’re in the cloud: 5 stocks for the sector 4:10 p.m. April 26, 2011
- 30 Stocks for the Cloud Revolution 5:48 p.m. April 26, 2011
- A surprising stock pick for the cloud revolution 1:04 p.m. April 28, 2011
- The must-own virtualization stock 12:12 a.m. April 29, 2011
- Be careful with this cloud stock 6:53 a.m. May 9, 2011
- Silicon Valley roars back with cloud bubble 4:13 p.m. May 10, 2011
- Top 3 reasons Apple is headed to $2000 (Updated with video) 12:03 p.m. May 12, 2011
- The best two pick-and-shovel stocks for the Cloud Revolution 11:57 a.m. May 17, 2011
- Riding the cloud 5:46 p.m. May 24, 2011
- Shut up and buy the tech bubble 4:39 a.m. May 26, 2011
Apple’s new iCloud will need billions of dollars of further investment in the next couple years to make it work and to keep it working. It’s not that these cloud supplier stocks are going to jump 50% on announcements like this from Apple. But Google, Apple, Microsoft, Hewlett-Packard, IBM, Yahoo, Facebook, RenRen, LinkedIn and every other tech/content company on the planet is going to have to start spending billions upon billions to stay up with Apple’s iCloud. As I’ve been doing for my whole investment life, I’m focused on finding the guys selling the picks and shovels to these companies now which are going to be racing for the cloud gold rush much more aggressively tomorrow than they are right now.
