AI and Generative AI are transforming cybersecurity by enhancing threat detection and response. These technologies offer unmatched accuracy and efficiency, making them crucial for protecting sensitive data. As cyber threats evolve, integrating AI into security strategies is essential. This week, Dave, Esmee and Rob talk to Corence Klop, CISO at the Rabobank, about the expanding role of AI and Generative AI in cybersecurity, and how to begin integrating these technologies into your organization. TLDR 04:45 Rob is confused about wrong AI information for a hotel booking 08:20 Conversation with Corence 33:40 How can you identify the state of flow for your end-user in agile practices? 40:50 Going to the swimming pool and disco with your daughter Guest Corence Klop: https://www.linkedin.com/in/corenceklop/ Hosts Dave Chapman: https://www.linkedin.com/in/chapmandr/ Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Production Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…
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Just the Tips (by the Stock Jocks) explicit
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Inhalt bereitgestellt von The Stock Jocks. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von The Stock Jocks oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Three Wall Street and Silicon Valley insiders (your friendly neighborhood Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector. Think "All-In", minus the sweater vests and tech bro culture (sorry if that hit a little close to home) -- plus a little of that locker room "spice."
Laugh. Love. Trade. Win!
18 Episoden
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Alle als (un)gespielt markieren ...
Manage series 3595562
Inhalt bereitgestellt von The Stock Jocks. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von The Stock Jocks oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Three Wall Street and Silicon Valley insiders (your friendly neighborhood Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector. Think "All-In", minus the sweater vests and tech bro culture (sorry if that hit a little close to home) -- plus a little of that locker room "spice."
Laugh. Love. Trade. Win!
18 Episoden
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Just the Tips (by the Stock Jocks)
1 Episode 18: $DOCU: Dissecting Docusign 1:14:04
1:14:04 
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Geliked1:14:04
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text The Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM) business can be a “second act” that re-accelerates revenue growth into the teens, while Bruce plays the “negative Nancy” and presents the Bear case. In the news, we hit tariffs and DOGE, the Wiz acquisition and regulatory environment for M&A, $CRWV and the IPO market, $PATH and $RBRK earnings.…
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Just the Tips (by the Stock Jocks)
1 Episode 17: $PLTR: Palan-cheers or Palan-tears? (Palantir) 1:08:32
1:08:32 Später Spielen Später Spielen Listen Gefällt mir Geliked1:08:32
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir ($PLTR). As we go to publication, Palantir is falling on budget cuts at the Pentagon! Some timely (and timeless!) stuff found herein - as always, lovingly packaged in adults-only (yet childish) bravado and buffoonery. In the news, we discuss the long-term implications of DeepSeek, closed vs. open models, and who will ultimately capture the economic value in AI ($NVDA, $SMCI, OpenAI ($MSFT), $GOOG). George reiterates his positive view on $APP (AppLovin').…
Send us a text In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($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 $DDOG a “buy” after its recent miss? Will Gordon work out his issues in therapy or repeat the cycle of destruction in his personal life?…
Send us a text In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerating new customer acquisition.…
Send us a text In Episode 14 (recorded December 29, 2024), The Stock Jocks give their bull/bear treatment to high-flying mobile marketing specialist AppLovin ($APP). Gordo hosts, George, as El Toro, argues $APP can leverage AI to meet already high Street expectations, while Bruce channels El Oso and picks apart $APP’s valuation. In the news segment, the Jocks touch on the changing interest rate and inflation outlook and the H1B visa policy debate.…
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Just the Tips (by the Stock Jocks)
Send us a text In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the Jocks touch on Rubrik ($RBRK), SentinalOne $S (and in turn CrowdStrike ($CRWD)), the ServiceTitan $TTAN IPO, and $SMCI.…
Send us a text In Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the virtues of “Fonzi Zuck”, George takes the role of “negative nancy” (Bear), and Bruce hosts. In the news segment, the Jocks discuss the market implications of the Trump victory and also revisit the never-boring $SMCI.…
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Just the Tips (by the Stock Jocks)
Send us a text The Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first Just the Tips stock-picking crown based on his prescient insight that $SMCI is trash.
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Just the Tips (by the Stock Jocks)
1 Episode 10: $TWLO (Twilio): Catch a Falling Knife??? 1:20:18
1:20:18 Später Spielen Später Spielen Listen Gefällt mir Geliked1:20:18
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text The Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and Bruce playing the bear. In our news segment, we hit a number of topics, including the implications of the coming election, ASML's premature (and disappointing) earnings release, and the set up into Q3 earnings. $ASML, $TSMC, $INTC, $TSLA, $SMCI, $NVDA…
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Just the Tips (by the Stock Jocks)
1 Episode 9: $CRWD: Flipping the Bird (Crowdstrike) 1:37:20
1:37:20 Später Spielen Später Spielen Listen Gefällt mir Geliked1:37:20
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In Episode 9 (recorded September 12, 2024), the Stock Jocks give their bull/bear treatment to security powerhouse Crowdstrike ($CRWD), purveyor of the Falcon platform (hence the episode title, “Flipping the Bird”. So clever and on-brand!) We begin with a heartfelt apology from Gordon on behalf of the team for the month-long delay in the editing room; technical issues nearly killed this gem of an episode but we managed to salvage it through many hours of tedious effort. Gordon hosts, Bruce puts on his bull horns, and George puts on his “other” bear suit (not the one he gets defensive about when asked.) Was the “Blue Screen of Death” debacle a buying opportunity, or likely to result in further blues for investors? Listen and find out!…
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Just the Tips (by the Stock Jocks)
1 Episode 8: $ON is giving us an Onsemi 1:12:41
1:12:41 Später Spielen Später Spielen Listen Gefällt mir Geliked1:12:41
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In Episode 8 (recorded August 11, 2024), the Stock Jocks give their bull/bear treatment power semiconductor specialist Onsemi ($ON). Bull Gordon gets into a virtual “sword fight” with co-host George, who puts on his bear suit (very much unlike the one he dons in his basement on the weekends.) We of course also recap $SMCI earnings and implications for $NVDA. George would like us to advise listeners that this episode has some particularly “naughty” comments and is hopeful that his mother won’t listen (and give us 1 star!) You’ve been warned! Gordon would like everyone to know he thinks George is being a weenie. Compliments / complaints / nudes: StockJocksTips@gmail.com Highlights: (2:44) Obligatory take on the shifting sands of our Idiocracy / recent changes to political landscape for investors (4:18) George pontificates on why recent market volatility is overdone; the Jocks debate the current state of the macro and the finer points of the “Sahm rule” for calling a recession (10:49) $SMCI earnings (did anyone get the plates on the truck that hit those margins?) and implications for AI demand and $NVDA (on its road, per Bruce, to $10 trillion in market cap) (18:44) Bruce floats a new income idea for unemployed Gordon: fraudulent invoices to the Mag 7! And why Gordon will never have $100 million dollars (hint: it’s a “naughty” reason!) (19:58) George takes a brief victory lap on $SHOP (the topic of our last episode!) (21:57) T he Main Event: $ON is giving Gordon a semi! Company overview, and how Onsemi is like He-man (and Orko’s incomparable legacy as a “submissive”) (32:25) Recent financial performance and outlook (38:36) What might have been: May 2023 analyst day projections vs Street (39:26) DA COMPS! (42:05) George kicks off the bear case. A falling knife? Timing is everything. Host Bruce makes early deductions for style. (49:29) George argues that cars (a key end market for Onsemi) is a market that is challenged by extending replacement cycles near-term and will be decimated by robotaxis in the long term. (1:03:25) Stock Jocks “open their kimonos” and reveal their “real” opinions.…
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Just the Tips (by the Stock Jocks)
1 Episode 7: Shopify ($SHOP) Till You Drop 1:29:18
1:29:18 Später Spielen Später Spielen Listen Gefällt mir Geliked1:29:18
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In Episode 7 (recorded June 28, 2024), the Stock Jocks give their bull/bear treatment to e-commerce specialist Shopify ($SHOP). Bull George (a proud owner of $SHOP) shameless “talks his book” and tries to convince us the put some $SHOP shares in the basket (or we get the hose again!). Conversely, Bear Bruce makes the case Shopify is basically GoDaddy plus shitty pass-through payment revenue and therefore should be comped to other similarly shitty companies. Listen in to learn why Gordon thinks Shopify should be hosting bat orgies! Highlights: (2:17) The Jocks´ ¨hot take” (this episode was recorded the day after the debate) on the Presidential debate and what it means for stocks (if anything) and how it may have impacted lotion consumption in David Sack´s house(s). (6:56) Newsbreak! $NVDA shift in sentiment and $400B pullback (10:36) George cops to his losses in SolarEDGE ($SEDG) (and begrudgingly, to his “edging” hobby) and the Stock Jocks half-assedly discuss the current state of the EV and Solar end markets (17:44) George kicks off the Bull case for $SHOP. (20:07) Why Shopify is a “Perfect Company” / George bull “fever dream” (35:00) WAM, BAM, thank you TAM! George dives deep into the key question: how big is the market opportunity for Shopify? (48:17) The AI opportunity for Shopify (54:51) DA COMPS! (1:02:05) Bruce pleads with us to empty our basket of $SHOP shares: “Shopped Till IT DROPPED” (1:07:38) A dive into the “quality” of Shopify´s revenue (1:11:10) DA REAL COMPS! (per Bruce) (1:21:55) Shopify´s earnings trajectory reflects its status as a “poster child” pandemic stock (and why Shopify should start hosting bat orgies!) (1:25:17) The Stock Jocks reveal their “real” opinions.…
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Just the Tips (by the Stock Jocks)
1 Episode 6: Bustin´a Nut(anix) -- $NTNX 1:07:09
1:07:09 Später Spielen Später Spielen Listen Gefällt mir Geliked1:07:09
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In a blissfully more succinct Episode 6 (recorded June 16, 2024), the Stock Jocks give their customary bull/bear treatment to hypeconverged infrastructure specialist Nutanix ($NTNX) , which, turns out, is not a breakfast cereal and is instead, per Bear Gordon, “a shitty on-premise box company.” Highlights: (1:50) Gordon´s budding feud with the Reddit Advertising Overlords (We´re still hopeful they may adopt the moniker we´ve given them – “Glory Hole of the Internet”. The Jocks know a “shakedown” when they see one! (3:31) At last, fans of Just the Tips will get the answer: How many children has Gordon conceived on 4 Loko? (5:16) In celebration of Pride month, George starts “shooting his shot” on Bruce, aggressively complimenting his “guns”. (6:37) In the News: $RBRK earnings update and $RBRK investment banker “locker room talk” (13:11) In the News: Georgie takes an $ORCL victory lap; Cathie Woods´ “fluffing” the wrong tech CEO and missing out on a cool billion. Is Oracle a real public cloud player? (18:23 ) At last, an e-mail where you can send nudes (and feedback, stock ideas, etc.) to the Stock Jocks! ( StockJocksTips@gmail.com ) . Gordon is ready to provide your much needed feedback on that summer bod! Gordon would like it known he doesn't accept e-service from family court lawyers at this address! (19:41) The main event: Nutanix, breakfast of champion investors, or Nutty floater in the bowl? Bruce, with a little help from George, explains what Hyperconverged Infrastructure (HCI) is and its benefits to managers and owners of IT infrastructure. (22:29) Bruce title´s his bull case, “Mutanix”, cementing why he never became a comedy writer. Real talk about Teenage Mutant Ninja Turtle Michelangelo´s pioneering cannabis advocacy and his drunken attempts to find and fertilize April O´Neil´s egg nest. (Side note: April was clearly Bruce´s childhood, cartoon “Hauk Tau” girl…as evidenced by the “TMNT Boner Jams ´97” VHS tape on the bookshelf over his shoulder.) (27:21) Three reasons Bruce thinks Nutanix is “inflecting”: 1) Massive dislocation from Broadcom´s ($AVGO) acquisition of VMWare; 2) Dell selling direct and Nutanix disaggregating its hypervisor for separate sale from its HCI offering; 3) strong forecasted growth for the HCI Market. (41:38) Gordon kicks off his deeply insightful Bear Case: “Nutanix: Bustin´a Nut!” Featuring AI-generated cereal box art to help inspire Nutanix´s marketing department. (49:57) Reddit “Glory Hole” checks on Nutanix leave a burning sensation in Gordon´s investing “divining rod.” (51:56) Say it ain´t so, Northland! Nutanix catches a downgrade. (59:11) Concluding thoughts, our “real” opinions.…
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Just the Tips (by the Stock Jocks)
1 Episode 5: $RBRK: Crossing the Rubrik-on 1:48:26
1:48:26 Später Spielen Später Spielen Listen Gefällt mir Geliked1:48:26
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In Episode 5 (recorded May 19, 2024), the Stock Jocks give their customary bull/bear treatment to recent IPO and data security specialist Rubrik ($RBRK). Bruce takes his turn as moderator as Gordon makes the case that the stock is just too cheap on the likely 30%+ growth, even accounting for a cash burn not entirely unlike Gordon’s on a number of wistfully remembered nights in Miami. George points to a host of metrics heading in the wrong direction, including sales force efficiency. (3:41) The return of Keith Gill (“Roaring Kitty”) and Gordon’s “colorful” analogy for trading “meme” stocks (like $GME and, arguably, $DJT) (7:46) Gordon has the dark realization that he trades like Tommy Tuberville; why does the senior senator from Alabama have long-dated puts on Lattice Semiconductor ($LSCC)? (9:54) Observations from software and cloud earnings season (mentions of Episode 3 topic $DOCN, $ORCL, $AMZN, $GOOGL, $MSFT) (12:29) Obligatory interest rate/inflation discussion (good time for a pee break) (14:53) GPT-40 and implications for customer service and sex robot industries (20:46) The Main Event: Rubrik. Gordon leads an overview of the company; “ Backup with Ransomware protection focused on Cloud” (40:36) Valuation deep dive (49:49) Introducing: the Just the Tips “Quant” Department (Nerds!) (1:05:30) George kicks off the Bear Case (1:09:13) $RBRK’s “installed base” advantage vs. peers; is growth not as strong as advertised? (1:18:20) Why George think’s $RBRK’s S-1 “Subscription ARR Contribution Margin” is spurious. (1:21:02) George does some serious ‘rithmetic to highlight increasingly weak new customer ARR growth despite increasing spend. Is $RBRK’s “new customer engine” broken? (1:39:24) Bruce declares a “winner” / “besties” give their “real” opinions.…
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Just the Tips (by the Stock Jocks)
1 Episode 4: Is $LULU a "Lemon", or a "Peach"? Deep Dive into the Master of Yoga Pants! 1:26:29
1:26:29 Später Spielen Später Spielen Listen Gefällt mir Geliked1:26:29
Später Spielen Später Spielen Listen Gefällt mir GelikedSend us a text In Episode 4 (recorded 4/21/2024), we address a topic that is near and dear to Gordon’s heart: the master of yoga pants, Lululemon Athletica ($LULU). As per our usual format, we give $LULU the bull/bear treatment, with Georgie (he started calling himself that - waiting for him to show up to the Pod with a diaper and bonnet…) tries to bull us up that $LULU can evangelize its magical booty-support/presentation technology to new corners of the globe on its path to becoming the next $NKE, while Brucie makes the case that $LULU a “Lemon”. Highlights: (1:09) Deep dive on Bruce’s obsession with Taylor Swift (man card: revoked!) (5:29) Bruce news drop intro is a baffling techno remix; $RBRK IPO (the subject of our next episode!) (6:38) Is $RBRK a storage company or a security company? (18:05) Georgie tees up the bull case for $LULU (26:03) Gordon inquires: do men really wear $LULU? (30:04) Gordon asserts: $LULU is best known for “booty optics” (making women’s (?) butt’s look good!); the Stock Jocks address the underlying fabric technology and sustainability of $LULU’s competitive advantage (50:32) Bruce aims to “dismantle” the bull case with the “bear” view: “$LULU is a lemon”(1:00:01) What are the right “comps” (comparable companies for valuation); does $LULU have a public peer? Is it $NKE? (1:07:35) $LULU is “losing on the Street, and losing in the Streets” (nice one, Brucie!)(1:10:40) Georgie nervously discusses his $LULU “wife channel check” and his observations of emerging brands (Aloe) supporting Silicon Valley booties in his area (1:15:21) Bruce unveils decidedly un-woke quotes from the $LULU founder and ex-CEO (cringe! Say it ain’t so, $LULU!) (1:17:29) Conclusions / “actual” views…
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