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.”
“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”
“The more Microsoft enables sovereign AI, the more it may strengthen demand for Azure today, while also encouraging a world where customers want more independence tomorrow.”
“DTCC just did announce their cloud first strategy and this was their announcement that they were partnering with Microsoft Azur.”