We’re a quarter into 2021, and cloud adoption keeps accelerating. Remote work has forced even the most traditional businesses to rely on online collaboration tools, which is a win for Atlassian, Amazon (via AWS), and others in the cloud services space. Atlassian’s project-management solutions are making waves: the more teams go digital, the more they need streamlined collaboration software.
I came across a solid TechCrunch article discussing Atlassian’s acquisitions that aim to enhance product offerings in enterprise collaboration. They’re positioned strongly to retain market share, especially as software development teams expand and new remote workflows become permanent.
AWS remains the undisputed leader in cloud infrastructure—further boosting Amazon’s overall valuation. It’s fascinating how AWS essentially underwrites Amazon’s other ventures. While e-commerce sometimes struggles with low-margin or logistical complexities, AWS’s robust revenue stream more than compensates. I see that synergy as a major reason to stay long on AMZN.
Now, some worry cloud growth might slow post-pandemic, but I doubt it. Once a company invests in cloud infrastructure, it rarely goes back. The cost savings, scalability, and global access remain too compelling. Atlassian’s Confluence and Jira, Microsoft’s Azure, Google Cloud, AWS—these are now essential for businesses of all sizes.
Short-term dips may appear, but for long-term investors like me, these cloud-focused tech giants are building an ecosystem that’s tough to dislodge. That’s why I keep adding on small pullbacks and letting my positions ride.