VISIBLE ALPHA AUTHOR:

About

Melissa is Head of TMT Research at Visible Alpha. She spent 20+ years as an equity analyst and portfolio manager. At TIAA/Nuveen, Melissa specialized in covering global technology and consumer stocks and the Pan-Asia region. She also managed one of Fidelity's equity research teams as a director of research. In addition to her equity investing career, Melissa worked directly with software engineering teams at Bloomberg, Microsoft, and MSCI building cloud-based solutions to centralize and aggregate critical investment data for investors. Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management.

Articles by Melissa:

Will Google Cloud Achieve a Double Digit Profit Margin in 2025
April 10, 2024

Will Google Cloud Achieve a Double-Digit Profit Margin in 2025?

shutterstock 2378604743
April 2, 2024

Oracle Data and AI Forum

Nvidia Post GTC GPU Technology Conference 2024
March 28, 2024

Nvidia Post-GTC (GPU Technology Conference) 2024

Broadcom AVGO Earnings Preview Fiscal Q1 2024
February 29, 2024

Broadcom (AVGO) Earnings Preview: Fiscal Q1 2024

Data Centers Gaming and China Nvidia’s Fiscal Q4 2024 Earnings
February 27, 2024

Data Centers, Gaming, and AI: Nvidia’s Fiscal Q4 2024 Earnings

Snowflake SNOW Earnings Preview Fiscal Q4 2024
February 22, 2024

Snowflake (SNOW) Earnings Preview: Fiscal Q4 2024

Nvidia NVDA Fiscal Q4 2024 Earnings Preview
February 15, 2024

Nvidia (NVDA) Earnings Preview: Fiscal Q4 2024

Vision Pro iPhone and China Apples Q1 Earnings and Outlook
February 13, 2024

Vision Pro, iPhone, and China: Apple’s Q1 Earnings and Outlook

Ads Quest and Capex: Meta’s Q4 and Outlook
February 7, 2024

Ads, Quest, and Capex: Meta’s Q4 and Outlook

12% margin by 2027? What’s next for Amazon’s AWS and Online Retail
February 5, 2024

12% margin by 2027? What’s next for Amazon’s AWS and Online Retail

Three Key Questions About Microsoft’s MSFT Fiscal Q2 2024 Earnings
February 2, 2024

Three Key Questions About Microsoft’s (MSFT) Fiscal Q2 2024 Earnings

Key Questions About Alphabet GOOGL Q4 2023 Earnings
February 1, 2024

Key Questions About Alphabet (GOOGL) Q4 2023 Earnings

Amazon com AMZN Q4 2023 Earnings Preview
January 29, 2024

Amazon.com (AMZN) Q4 2023 Earnings Preview

Apple AAPL Q1 2024 Earnings Preview
January 29, 2024

Apple (AAPL) Q1 2024 Earnings Preview

Meta Platforms META Q4 2023 Earnings Preview
January 29, 2024

Meta Platforms (META) Q4 2023 Earnings Preview