The Impervious and I react to $FSLY's Q3 downguide and discuss potential market weakness after a nice run off the September lows. We discuss whether Fastly's less than stellar news will impact cloud favorites like $CRWD and $NET. Sean gives some third quarter earnings strategies and gold miner picks ($GDX, $NEM). We close with a spirited discussion of the merits of $BRK.B over $QQQ and the incredible $CROX story.
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