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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