Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.
Jon Quast, Matt Frankel, and Tyler Crowe discuss:
-Agentic AI internet traffic surpassing human traffic-The investment opportunities if agentic traffic increases exponentially-The government’s investment in mining education-Whether there are buying opportunities for mining stocks-Why Intel is raising cash
Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL)
Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Kristi Waterworth
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