Cloud capex cycle entering into a period of consumption

January 31, 2019 | 8:15 PM BY: Fahad Khalid | fkhalid@jaguaranalytics.com

Takeaways from Intel earnings report and thoughts on cloud capex spending environment as we go from several strong build years into a period of consumption

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Cloud capex cycle entering into a period of consumption

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Conversations with Jaguars – February 26 ($CBOE, $CME, $ICE, $PWFL, $MNST, $ZVO)

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Cloud capex cycle entering into a period of consumption