Show notes
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.comCompanies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKEHost: Mary LongGuests: Tim Beyers, Bill Mann, Ricky MulveyEngineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices