Twilio (TWLO)
Twilio Inc. provides Cloud Communications Platforms. The Company enables developers to build, scale and operate real-time communications within software applications. Its Programmable Communications Cloud software enables developers to embed voice, messaging, video and authentication capabilities. The Super Network is the software layer which allows its customers' software to communicate with connected devices globally. Twilio Inc. is based in SAN FRANCISCO, United States.
Sound like a simple VOIP software application but stock has gone exponential doubling in value from $100 to $208/share sine 4/27/2020. Company still burning cash, no earnings but investors want that growth.
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On a side note but relevant to the expansion on the 'cloud' service to the common retail investor/developer, I discovered Quantopian Community Forum. It's a platform for individuals that want to code/develop AI apps for Algo trading. Their free 'open' site has huge big data sets of most all companies (every thing in 10 k's, insider trades and on & on). There may even be real time datasets but I did not dig down and explore everything.
My investigation was looking how the AI bots trade, how they are linked to your brokerage (many use the Robin hood platform), what is traded (mostly Forex paired currencies) and how successful they are and what stochastic are processed.
To my surprise individuals/small investors will run bot(s) in the cloud (virtual Windows VM machine) for as little as $7/month to run 24/7 and have your bot trade your FOREX account.
Depending on your AI Bot and sophistication, number of real time datasets processed along w/ big data screens from historical data, you can process pretty much anything of any size in the cloud at very little cost. These hackers then just link their VM cloud to their smart phone browser and/or app to tweek their trading algos. It's quite amazing how much can be processed and for such a small cost.
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I came to the conclusion that AI Industrial manufacturing, robot & sensor control based on Big Data is/will be a very big deal in months/years as this technology is knitted into the legacy manufacturing fabric. The key is production efficiency, managing the channel from components to JIT inventory and then AI predicting where/when product will be needed.
I think you approach
my work has been concentrated on capturing companies at the very root of commercialization of their product . . .These companies will never pay a dividend at growth stage because they are all hands on deck for growth. I think these larger companies that set up R&D think tanks and/or Developer Hubs for partnership applications are the way to go. Just notice what Microsoft has done w/ their recent open source software developer platform. EMR & TRN are doing similar things but in a very small scale.
Maybe some of the small start ups touch all of these platforms (cross pollinate ideas) and those are the ones that get a product to market fastest.
I do like the idea of seeing what the very successful Large Cap companies are doing to innovate and attract/develop the small developer and then eventually bring them into their organization.
These are things that are very hard to screen for. Perhaps a one line item description in an 8K and/or news release of a "developer's" partnership and/or a new name mentioned in a virtual presentation that made it's way to Youtube.
What is intriguing is AI Algos are scanning the Web (and Youtube content) for just this, to try to discover the next micro cap working on some new innovative process/system typically working w/ one customer that already does business w/ a Honeywell/Lockheed/EMR or other larger firm.
More food for thought
EKS |
