He thinks that investors should be paying attention to cloud services.
Here's what he said over on TheStreet Live With Jim Cramer and Katherine Ross Monday morning.
"It's Google Cloud Service. I was really kind of amazed at how strong Azure was and then thinking that certainly, Amazon Web Services has to be weak. It turns out that Amazon Web Services was even stronger. So I think that if they talk about how they're starting to see a lot of orders, that's enough. That's enough to drive things higher," he said.
Watch the full video above for more.
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