Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG
Update: 2025-02-18
Description
In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($SMCI), Twilio ($TWLO), Shopify ($SHOP), AppLovin ($APP) and Datadog ($DDOG). We address key questions such as: Is $SMCI still the psychotic ex-girlfriend, or has she changed? Should we let her move back into our hearts and our portfolio? (Gordon insists this metaphor has nothing to do with his pending 2nd divorce.) Is $APP the most under-covered tech story out there? Is $DDOG a “buy” after its recent miss? Will Gordon work out his issues in therapy or repeat the cycle of destruction in his personal life?
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