Om avsnittet
The company’s cloud segment just got A LOT more efficient.
(00:21) Tim Beyers and Mary Long discuss:
- The transition from “search engines” to “answer engines.”
- Google’s fast-improving position within the cloud computing market.
- Lessons learned from SuperMicro’s steep rise and sharp fall.
Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE
Host: Mary Long
Guests: Tim Beyers, Bill Mann, Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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