Too Cloudy?

Is Saul’s portfolio too cloudy (data center oriented)?
Arista: switches to connect stacks of servers (in the data center)
Alteryx: data analysis (indirectly data center related)
Nvidia: chips used in data center for processing (AI, machine learning, crypto mining)
Nutanix: Nutanix Enterprise Cloud combines the agility and simplicity of the public cloud, with the security and control you need in a private cloud
Talend: Data Integration in the Cloud. Natively
Pure Storage: enterprise all-flash solutions provide the power, reliability, and simplicity you need to tackle the most demanding business and IT problem (Doesn’t have to be data center but probably is)

If you had to vote one off the island, which would it be.


I would vote off Talend and buy OLED :wink:


So no, I would say not too cloudy. :slight_smile:


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