The market for what we call SMB Cloud, and this is per IDC, is $100 billion a year today. It's very fragmented because there's 100 million small, medium sized businesses in the world. Many people come to our cloud to read our tutorials and learn how to program. And they may stay here, I think, on average for four plus years before they may or may not launch a business. We're an open platform. You don't have to customize your software app to our proprietary platform. We're simple, easy to use. And then it's really value priced, which we're proud of that.
The graphics processing maker became $200 billion more valuable in a single day.
(00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders.
Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.
Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN
Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton
Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb
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