GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public markets team, Inge Heydorn, Partner, and Jenny Hardy, CFA, Portfolio Manager. Today they will discuss the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout.For more information about Tech Thoughts and insights, visit here.#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts