Nutanix: Shifting To A Buy As The Company Enters FY2025 On Solid Footing (Rating Upgrade)
NTNXNutanix(NTNX) Seeking Alpha·2024-09-27 15:44

With sky-high markets pervading, my investing philosophy remains the same: steer clear of bandwagon stocks that have already seen tremendous AI-fueled performance this year, and lean more on lesser-known small and mid-cap plays that have fallen slightly out of favor.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry toda ...