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That is a tough call.

For my industry/clients, the cloud space is so full of competitors in every category. On the other hand, you get what you pay for so they are not all created equal. This means the first to market is way gone, but the best of breed will grab the next wave of profit.

The technology companies I deal with are not crazy and probably don’t have too much upside compared to more progressive stuff. I have liked Ubiquiti for next gen deluxe consumer networking. I like Shopify for e-commerce website stuff, and Lightspeed for point of sale vision and ability to execute.

Plenty of market in cloud so I would, again, pick a company looking not to be the cheapest, but the best.

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Thanks man, but if you spot some slick startup that is cheap hit me up. I am looking at See Tree, its a company using drones to help farmers manage their orchard. I am considering it for a buy soon.