Episode 2: Cloudflare – Nothing but $NET!

Just the Tips (by the Stock Jocks)

03/27/24 • 74 min

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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

Explicit content warning

03/27/24 • 74 min

Just the Tips (by the Stock Jocks) - Episode 2: Cloudflare – Nothing but $NET!

Transcript

Money Talk-400:00:05.160

Say make money. Money, make money, money, money. Make money. Money make money. Money, money,

Money Talk-400:00:11.494

money makes the world go round. I'm gonna talk around town. Remy

george_1_03-17-2024_155127 (1)00:00:15.000

Welcome in to Just The Tips with the Stock Jocks. You've got George, Bruce, and Gordon here for the much anticipated episode number two coming at you live. G

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