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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
