Hi Harley,
I am mostly a lurker on this board, but I would like to respond to your post because I also watched the webinar you referred to. This board is about finding and evaluating growth stocks based on objective metrics (high growth rate, low churn, reasonable customer acquisition cost, reasonable margin, etc). The reason there are a lot of cloud/SaaS stocks on this board (rather than cloud related stocks from the other sectors you listed in your post)is not because of a particular ideology or bias that SaaS is the hot sector, but rather because the SaaS companies are the ones putting the touchdowns on the scoreboard.
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