The Weekly Buzzing Stocks by Billy Kawasaki VMware Inc. VMW-N TOP PICK Jun 01, 2023

Private clouds will take off. If they do then this is in an incredibly good position because they own it.

The leading maker of virtualization software which makes the cloud possible by allowing you to run several multiple virtual machines on a single physical server. VMW also has a strong cloud onboarding business. That said, VMW is still below pre-Covid levels. Investors are worried what parent-owner Dell will do with VMW. They reported an excellent quarter in late-August and recently unveiled a multi-cloud strategy, announced new partnerships with Nvidia and an acquisition.

Cloud and network solutions, and visualizations. Mostly owned by Dell, but will be spun off this year. Consistent earnings growth. Driven by reopening of data centres and inclusion in various indices. By in thirds here at $160-161, 145, and, if you're lucky, down at 130. No dividend. (Analysts’ price target is $172.43)

They delivered a good quarter. So did Zoom. Note that is has jumped 19% in the past month, so it could a little for a bit.