Bottom Line Top: Helped by more ‘rate cuts coming’ confirmatory jobs numbers….if that is the right way to look at…...
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Bottom Line Top……anybody else feeling ‘worn’ by the last week…..lets get this done! AWS: Optimisation is over and life is…...
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Bottom Line Top: Initially down 7% on a small disappointment in Cloud revenue growth (growth was 30% V official street…...
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The collective wisdom of the market to process information is unerring. We as individuals may struggle to understand that something…...
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Briefly…..I got some good humoured push back on my tongue in cheek joke that….in real terms….Jensen might as well be…...
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TLDR: SNOW: Since last quarter’s shock CEO Frank departure and that very subdued guidance, the company has been in the…...
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WHY META GOT CLOCKED Although increasing Capex on AI was a common theme across all the big dogs of Tech….only…...
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BOTTOM LINE. Cloudflare is the 4th Cloud…..it has all the knobs and whistles…the tools and the products….it has the optimum…...
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These numbers remind the street that AWS is….the Big Dog of Cloud…..and that as optimisation ‘attenuation’….gives way to ….’diminishing optimisation’….AWS…...
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Oh man!….so many write-ups and so many numbers…..pity the poor PM trying to extract the essence out of these two…...
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