Is Facebook Investable?, Piper Sandler’s Top Picks in Cloud & A Crypto Nightmare
Our anchors start off the show with Bernstein Analyst Mark Shmulik on his note calling Facebook “internet’s third rail” and posing the question “is Facebook investable?” Then, we bring in Angel Investor Jason Calacanis to debate whether now is the right time to buy Facebook stock. We also cover JPMorgan Chase CEO Jamie Dimon’s latest comments on Bitcoin and this morning’s upgrades of Square and Airbnb. Later, Piper Sandler’s Brent Bracelin is here with his latest and greatest cloud tracker analysis of the 80 largest cloud software pure-plays. Then, CNBC’s Eamon Javers has the story on…
The skinny
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