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Cloud capex cycle entering into a period of consumption

May 27, 2020 | 12:21 AM

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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Vimeo Video tag: TGT

Cloud capex cycle entering into a period of consumption

Conversations with Jaguars – March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)

Conversations with Jaguars – March 2 ($FUBO, $HGV, $VAC, $PGRE)

Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)

JaguarConsumer – Cracker Barrel ($CBRL)

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

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Vimeo Video tag: TGT

Cloud capex cycle entering into a period of consumption