))
Episode 2: Cloudflare – Nothing but $NET!
Manage episode 436470621 series 3595562
المحتوى المقدم من The Stock Jocks. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Stock Jocks أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In our second episode, the Stock Jocks, George, Bruce and Gordon take a fresh look at Cloudflare, starting around (19:48). Recording date: March 17, 2024 (St. Patty’s day!)
In the news:
- (2:00) $SMCI: Goldman no likely, Gordon straps on some puts, and the WSJ Comment Section as a research tool
- (5:59) Revisiting $PANW, management sh!t-talking at $CRWD, $ZS
- (10:53) $ORCL and why George is dusting off this old gray mare of tech for the first time in years (Also at 27:26 – What version of facelift technology is Larry Ellison sporting?)
- (14:36) $ADBE
On Cloudflare (19:48)
- (23:18 ) Stepsister porn and Gordon’s OnlyFans business model
- (29:03) Charting Elon Musk’s “Follicle Density” vs. $TSLA
- (29:57) What Jeff Bezos says to Elon when they are alone and the relative difficulty of muscle vs. hair growth
- (38:59) Are TAMs just total bullsh!t?
- (44:46) Bruce proclaims a “world class ass-whupping” by $NET
- (47:26) The GILF olympics: Biden, Trump and Hellen Mirren
- (1:02:19) George loses all credibility (NOT THE MAGIC QUADRANT!) and destroys a podcast sponsorship opportunity
11 حلقات
مشاركة
