Things I saw…Stuff I Noticed: Growth action…..Boeing Ugh!!…..Databricks…and that Cloudflare Inference deal.

Yesterday was an interesting day. Across the board smaller growth Tech names started the day on fire….literally ‘Moon Shotting’ a rough 8% increase early on. My phone became mildly active as various people asked me …Why is Cloudflare $99? TBH……I didn’t have much input…especially as the move was not a NET exclusive…..so I managed the...

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