Detailed view for this entity.
“And for my second stock pick, I got to go with Cloudflare, which is a stock that's up 77% in the past year. And this is a company that's riding kind of two market tailwinds.”
“Cloudflare's moat again is their technology. The company's customers currently make up 38% of the Fortune 500. And there's even this meme that the entire internet is built on AWS. But then AWS is actually propped up on Cloudflare's network, which is basically running the entire modern internet.”
“starting in late 2023 early 2024 Oracle actually positioned OCI as a cost-effective alternative to AWS or Azure for training and running large AI models”
“AWS revenue overall beat estimates 35.6 billion. We're also getting some online stores revenue that was stronger than expected, 82.9 billion.”
“Many governments already run huge amounts of sensitive data through US hyperscalers like AWS, Microsoft Azure, and Google Cloud.”
“AWS revenue overall beat estimates 35.6 billion.”
“I want to leave you with this quote from Matthew Prince. He explains that the hyperscalers, so the big cloud companies like Google, Microsoft, AWS, the hyperscalers are in the business of buying machines and renting them back.”
“You guys announced a cyber security startup accelerator with a cohort of 35 different startups and your partners on that are AWS, Amazon and Invidia.”
“if Amazon reports accelerating growth in AWS, which by the way is its most lucrative segment”