Episode 6: Bustin´a Nut(anix) -- $NTNX

Just the Tips (by the Stock Jocks)

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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! ([e-mail]). 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.