Jason Snipe, CIO, Odyssey Capital Advisors

NOW owns proprietary data for a lot of businesses and for them to monitor and govern that data is important. Revenue growth is 25% and margins are expanding.

CTO budgets will only expand more. There's more opportunity for cybersecurity companies. This is among the best of breed in this space. 

They report next week. Last quarter, cloud was up 82% though they went free cash-flow negative. They will reiterate the guide in capex. He expects cloud to be strong.

They report next week. They boast 30 million paid Co-Pilot users. Azure's business will be up 40-45%, plus they are free cash-flow positive, unlike last quarter.

They report next week. AWS, the biggest cloud name, will show mid-30s growth, he expects.

He likes that they're diverse, that it's not just AI and data centres, but also insurance. Redemptions are still happening, but this is well-positioned because of their scale. He may add a few quarters from now.

They diversified from their hit drug, Humira, with new drug successfully. Margins are expanding and growing overall.

It reports next Tuesday. He expects the ad business to be strong. They need to focus on the content spend. Sports is expensive, but a Squid Game sequel will be profitable. Shares are attractively priced now.

Orders are up 40%.