Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders

Re:Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders by chatmasta on Sunday July 27, 2014 @10:47PM (#8094869)

I sincerely wonder what percentage of institutional investors have any semblance of a fucking clue what "the cloud" actually stands for, or for that matter, that Amazon is even in the cloud business. I talk to friends in finance all the time who have no idea that Amazon is more than just an e-commerce website. Granted, they do not specialize in tech, and no 22-25 year old analyst is making any real investment decisions, but the general sentiment makes me wonder.

Who are the people responsible for tech sector investing at large investment banks? Do they know anything about the operational details of "the cloud," or is their knowledge limited to marketing gimmicks and enterprise parlance?

The fact is, the technical details of cloud businesses are what differentiate them, and ultimately what sway engineering decision makers one way or the other in terms of choosing an offering. Yet I get the feeling that the investors in these cloud companies have no fucking clue what any of these technical details are.

Wall Street is a joke.

[ Parent | on HN ]

Re:Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders by jzwinck on Sunday July 27, 2014 @10:53PM (#8094891)

If you (or someone you know) understands the cloud better than the existing investors and analysts, perhaps you should be trading shares of cloud companies yourself. Of course, if a deep technical understanding of such things does greatly influence long-term market value, you can expect there to be some competition doing the same thing already.

There are undoubtedly less-informed participants in every market...otherwise very few trades would ever occur.

[ Parent | on HN ]