Cloud Computing's Greatest Opportunities with Matthew Eash

Want to see even more in-depth cloud computing coverage from Matthew? Check out his newly-launched hypergrowth blog and Twitter handle @hhhypergrowth! Cloud computing has been one of the stock market's best-performing sectors in recent years. Rather than building out their own IT infrastructure, companies are hiring cloud service providers for the computing, storage, and networking they need to expand their web-based businesses. On top of that cloud-based infrastructure, companies are building "software as a service" solutions, which are catching on quickly and disrupting industries. But within the vast realm of cloud computing, certain opportunities are emerging as the most lucrative. Cloud-based databases, enterprise search, and cybersecurity are all extremely scalable activities which are winning share in markets that are worth tens of billions of dollars. For investors, finding the right companies within this space could be extremely profitable. To help us find those winning companies, 7investing brought in a cloud computing expert. Matthew Eash is a data architect for the National Renewable Energy Laboratory. A software developer for decades, he has embraced learning about the technical details of the cloud in order to discover its most promising companies. In an exclusive interview with 7investing, Matthew describes why companies are undergoing a "digital transformation" and why cloud computing is so important. He explains the market opportunity for several cloud-based applications, as well as the companies who are most likely to benefit from them. Matthew also participates in a "lightning round", where he shares his thoughts about several cloud-relevant topics. Publicly-traded companies mentioned in this interview include Alphabet, Amazon, CrowdStrike, DataDog, Elastic, FireEye, Microsoft, MongoDB, Netflix, New Relic, Okta, PagerDuty, and Zscaler. 7investing's advisors and/or guests may have positions in the companies that are mentioned. This interview was originally recorded on April 30, 2020.