Jason Moser

speaker

1,648 appearances 10 recordings 1 series first heard Sep 2014 last heard 14 Aug

Jason Moser’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.

Appearances

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Motley Fool Hidden Gems Investing · Behind Wall Street’s Scorching Quarter · 3 Jul 2026 podcast

Dude, you're getting a Dell.

Well, nothing to take away from not taking anything away from Dell or Cisco, both very relevant businesses there.

during their time.

I think they were also victims of some really unbridled enthusiasm.

I think consequential business to me, Microsoft stands out because I think this is when really, you know, Windows and Office just became the standard for consumers and enterprises globally.

You know, we talked about Alphabet, Google revolutionizing the way we access information.

And I think Microsoft really revolutionized the way that we were able to work for most people.

And I mean, they still have obviously a very strong presence today.

And I think, yeah, I mean, it became the most valuable company on earth at some point, right?

I mean, that was like a $600 billion market cap in late 1999.

So they have that to hang their hat on as well.

And you fast forward to today, and I think Satya Nadella has been just a really, really good fit for taking this company into into the future.

Sure.

So this is a company that a lot of listeners will be familiar with.

It's Axon Enterprise, ticker is A-X-O-N.

This is this is

Like I said, a company a lot of people know about already, but it's had quite the week here.

We saw the headline on Monday that President Trump had purchased around $5 million in shares before ICE announced that it was seeking a $220 million taser deal.

So you think of that what you will.

But the bottom line is the stock has had a banner week.

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