Digital transformation of the U.S. economy is accelerating because the pandemic is forcing companies to change, fast. The U.S. economy, we call it “America 2.0”, could get six years of digital transformation packed into six months, with companies adopting technology, selling more directly to customers and expanding their margins. Potential winners could include not just Amazon, but companies growing even faster that enable digital transformation by providing the digital survival tools in cyber-security, data, cloud and other B2B services.
New this quarter:
- Amazon (AMZN) Growth and Performance Trends
- FANG Pullback History and Performance
- OGIG Portfolio Update. What’s Segments are Growing?