Twilio Inc (TWLO)

Price target of $512, so still some runway. Star performer in cloud communications as a service. It's expensive. If you own it, hold it. If you don't own it, look at Bandwidth (BAND) instead, with a more reasonable valuation of just under 10x forward revenues.

TWLO is richly valued. It's a software company that helps app developers connect with customers. It's up 175% in the last 6 months. When Lyft or Airbnb sends you a text, Twilio makes money.

Keep in the back of your mind when there's a correction. The Amazon web services version of the communications world. Cloud communications platform. Blowout Q2. 46% organic revenue growth. He has a 12-month price target of $300. If it gets between $150-200, just back up the truck. No dividend. (Analysts’ price target is $289.08)

(Past Top Pick, August 24, 2017, Up 118%) It's in industrial, not consumer tech--computer programmers use it to join the Cloud to their formats. There's still lots of potential here. He hasn't seen any negatives about TWLO. Short positions on this failed.

(A Top Pick Jun 9/17, Up 69%) They have a toll road to the cloud. The shorts finally ran for cover. There is quite a way more this one could go.

They provide a low cost avenue to get to the cloud for people who are programming. They have had a big short position on them. They lost Uber last quarter and revenue is still up 60%. They will be profitable within a year. (Analysts’ target: $38.00).

A tech stock that had a huge move up on the IPO, going up to $70. They build platforms for the technology business. Developers use their platforms to develop apps. It gives you great growth rates. They’ll be profitable next year. Uber was one of their big customers, but they left. They’ll replace Uber this year for sure, and he thinks they’ll grow even more. (Analysts’ price target is $33.)

A cloud communications company. It creates platforms for communications. This has fallen quite hard, and she would stay away from something like this. Consider something like Arista Networks (ANET-N) instead. These are programmable chips that are used in the cloud-based software companies. They will get acquired. They have a technology that she believes is even stronger than Cisco’s (CSCO-Q).