About this episode
(00:34) Headlines Nvidia and China Market Signal vs. Market Noise Alphabet Shakeup and OpenAI (09:06) Newest Recommendations Restaurant Software Data Center Infrastructure (19:40) What We Think Now Netflix Pure Storage Paycom Software (33:53) What We're Watching Financial Bargains ETF Inflows Accenture (39:19) Preview of Coming Attractions Host: Brian Stoffel Guests: Andy Cross, Asit Sharma, Loren Horst Producers: Bart Shannon, Mac Greer
