Bitter Cat 的部落格

Datadog (DDOG) --- SaaS (軟體即服務 software as a service)公司趨勢

Cloudflare (NET) --- SaaS (軟體即服務 software as a service)公司趨勢

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, secure origin connection, and rate limiting products.

SaaS (軟體即服務 software as a service)公司趨勢 CRWD

鱈魚是英短 氣勢凌貓

北大武山 魯凱、排灣的祖靈聖地

十年期美債在季線支撐 TLT與IEF綁好安全帶

油價又要來到重要位置了 等待市場表態

菩提樹沒有煩惱

有想無有想的貓

AI股微軟要準備挑戰新高，商業模式不停的進化。

Forward P/E 31.75