The Startup
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The Startup

Where’s the M in FAANG? Here’s Why 2020 Belongs to Microsoft

When the acronym FANG was created and later extended to FAANG, tech investing was dominated by mobile, advertising (led by mobile), over-the-top streaming and e-commerce. Today, tech stock investors would be remiss to not have cloud in their tech portfolio as the category has proven to be secular and insulated from economic drawdowns.

Microsoft is a central hub to the cloud trend with nearly every segment of its revenue driven by cloud except PCs/Surface and gaming, although gaming too will shift towards cloud. With Microsoft…

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Beth Kindig

Beth Kindig

1.4K Followers

CEO and Lead Tech Analyst for the I/O Fund with cumulative audited results of 141%, beating Ark and other leading active tech funds over four audit periods in 2