1 hr 14 min
Episode 2: Cloudflare – Nothing but $NET! Just the Tips (by the Stock Jocks)
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- Investing
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 versi...
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 versi...
1 hr 14 min