VMware Inc. (VMW-N)

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.

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)

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.

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

Virtualization which allows you to access your computer remotely. They reduce the number of servers that a company needs, which is very important. Has had a very good track record of surprising on the upside. A bit weak right now but most stocks in tech are weak. It’s the sector that is really the problem for tech right now. Great growth and strong management.