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ivana delevska, founder / CIO at SPEAR Invest, suggests that based on statistics, HBF could be a good fit for GOOGL as a customer.
She indicates that it would not be surprising if HBF becomes the next organization to join GOOGL's customer base. SNDK was also mentioned in context.
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Delevska previously noted that the Morgan Stanley Tech Momentum Index suffered a record 35.9% drop, according to a recent report. She has also discussed the trend of flat to declining NAND spot prices as the Kospi declined, as seen in another update. These observations provide additional context for her latest comments on HBF and GOOGL.