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Kandungan disediakan oleh The Stock Jocks. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Stock Jocks atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Episode 2: Cloudflare – Nothing but $NET!

1:14:18
 
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Manage episode 436470621 series 3595562
Kandungan disediakan oleh The Stock Jocks. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Stock Jocks atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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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


  continue reading

11 episod

Artwork
iconKongsi
 
Manage episode 436470621 series 3595562
Kandungan disediakan oleh The Stock Jocks. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Stock Jocks atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Send us a text

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


  continue reading

11 episod

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