A stock pick for the virtualization revolution

April 29, 2011 No Comments

I’ve long touted the App Revolution as being the single biggest market in the history of the planet and even published a book called 50 Stocks for the App Revolution. In the four months since I published that book, the stocks in that report are up some 20% vs. the S&P 500 and the other broader markets being up about 10%. I’ve now identified 30 stocks for the Cloud Revolution, which is in many ways, a subsector and perhaps an even faster growing subsector at that, of the broader App (smartphone/tablet/dashboard/PC) Revolution. I do believe that would make the Cloud Revolution the single fastest growing industry…ever.

Everytime you watch a Youtube or Netflix or Hulu video from any device, you’re a part of the Cloud Revolution. But it goes much deeper than just watching Seinfeld clips on your iPad, as there are several subcategories to the Cloud Revolution…

Read more of Cody Willard’s blog post

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