Episode Details

Cloud Computing: The AI-Driven Future - This episode delves into the long-term investing potential of cloud computing, with a focus on AIs impact. The big players, Alphabet, Amazon, and Microsoft, are solid bets for the next decade, with cloud computing being their fastest-growing segment. Amazons AWS saw a 28% growth in Q1, while Alphabets Google Cloud experienced a 63% revenue jump. Despite high infrastructure spending, operating cash flow might be a fairer way to value these companies.

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