Chris Wang says the cloud industry is in a growing global megatrend. The group has seen real real real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.
19 Mar 2021
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Chris Wang says the cloud industry is in a growing global megatrend. The group has seen real real real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.
19 Mar 2021