Reddit Posts
Okay Portfolio Going Into 2024? [23 YOLD Looking for long term investments]
A turnaround potential for Qurate Retail?
What's your thoughts on Qurate Retail (NSQ: QRTEA)?
I’m down big on these stocks, which should I average down on?
I need your thoughts/feedback - Alternative Investment Platform
Ronn, Inc. Signs Exclusive Agreement with Net Zero LLC, Global Pioneers in the Environmental Credit Market
SoFi's Deposits have jumped more than 10X since March 31st, 2022. What is your risk tolerance?
Barclays started SoFi Technologies (SOFI) at Equal-Weight and today is the Fireside Chat with SoFi CFO.
$EPAZ Drone Subsidiary ZenaDrone Secures Funding
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.
Calculated risk in adding specific EV exposure. My case for $PSNY
Is now a good time to invest in cybersecurity (after MGM and Caesars Casino hack?)
AMC - My Theory of things - and why the Adam Aron Haters and No Voters are WRONG and were likely a part of a funded propaganda campaign
SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning
SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning
An Open Letter to the CEO and directors of Cloudflare
50k YOLO on $NET $70 puts expiring Friday
Shorts too far on this! Too early for accurate short data. $CWD is Starting to Bounce from Extreme Oversold Zone!
Back to the NAZ! $CWD is Starting to Bounce from Extreme Oversold Zone!
$HIRU to soon begin production for Voss Water.
What explains stocks dipping right after positive earnings? (AMD / NET)
Cloudflare ($NET) dropped 25% after hours, help me understand the financial technobabble
Am I reading this right? Fidelity money market at 4.48%!
FTX - Your Scheduled Claim Information and Unique Customer Code
Roast my portfolio (only 6 stocks, with the reasoning behind them and value estimates)
Table of Money Market Funds/ETF's or Ultra Short Term Funds/ETF's available on Merrill Edge
$BMXI 2022 Annual Report out and its a looker😁
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
CloudFlare ($NET) on squeeze? Goldman full of shit?
Cloudflare flags headwinds for 2023 but analysts remain positive (NYSE:NET)
Cloudflare stock rallies more than 10% as results, outlook exceed expectations ($NET)
GNS SQUEEZE : Atleast 17 Million NET SHORT (assuming Jan 25-27 was only shorts entering and exiting) (Almost 2x the existing free float)(see data)
Going ALL IN on CHINA Stocks. By year-end it will be a 2x investment.
Happy New Years $FSLY. Thanks for the $100k tax loss.
$RONI Occidental-backed NET Power to list in New York in $1.5 bln SPAC deal
ALL THE WAY UP ⬆️ a couple of hours with NET calls 📈📈📈
Sick move in high growth over past few days - you won't catch a bottom
INTK posts profit and growth for 3rd straight quarter!
Contrarian move into high quality SaaS stocks $NET $DDOG $ZS
Cloudflare beats expectations in earnings and issues strong guidance but drops after hours. What gives?
What are your cost averages for your top 3-5 stocks/etfs for the next decade?
Why is $NET down after good earnings results?
Reddit's Sentiment on Coinbase Going into Earnings: Really Bad
$ATER flexing their muscles. What failing company announces a planned acquisition and a 16-23% increase in NET revenue 2 months before earnings? Couple that with 85% decrease in shipping rates 🐊🐊🐊
GigaCloud(Chad) Technology: Beeg B2B Sales, trading near IPO price, and Earnings Friday PM. Want value? Here ya go.
Queen Elizabeth II Dies and Her Vast Net Worth Must Be Distributed
I own stake in a company I'm acquiring through M&A firm, must I sell my stake in said company?
BBBY 🐳 FINAL UPDATE : 2M (3.2M net) —> 5.4M —> 2.1M. NET LOSS ~1.1M
High Wire Networks (HWNI) posts great Q2 results and continues to crush it, get in while it’s still cheap.
Dropping 20K an hour before closing on earnings day. $NET
Cloudflare (NET) up 25% after hours based on earnings
My take on HKD and the whole AMTD conglomerates
Earnings don’t make sense anymore.
Earnings don’t make sense anymore.
Uber Earnings...My 1st instinct was Puts, but here is why I am wrong...Or am I? I probably am..Not right
GMVD SQUEEZE CALLING ALL APES -- 18% OF FREE FLOAT FAILED TO DELIVER -- INSANE LIQUIDITY CRISIS
[DD] [$YALA] Yalla Group Limited- Easy, easy money if you can do maybe fourth grade math?
Mentions
I'm looking for someone to call me an idiot. Yesterday and today I shifted my portfolio massively from "growth" to "maintain value". I use to have AMZN, MSFT, AMD, INTC, NET and a bit of AAPL. I also use to have some QQQ, and a much larger proportion of VOO. I no longer believe the current rate of growth is sustainable, and I've fully bought into the "we're in a giant bubble and it is inevitable that it will burst any day now" FUD. So, to that end, I sold all my direct tech stock holdings, and I also sold all my QQQ. I also lowered the amount I had invested into VOO by a good 60%. I still have some All-World ( forgot the ticker exactly now ), DAX, a polish ETF ( also forgot the ticker ) and the little bit of the S&P I have left over. The freed up money I split between Berkshire Hathaway B, and an iShares Physical Gold ETF. I'm really thinking 2026 is going to be a bad year, and I'm basing this on all the nonsense Trump has done, but also on the general state of delusion surrounding AI. I believe companies are taking actions on the premise of "we'll use AI instead", when actually the real reason behind it is because it's harder now for them to get money to do those things. Maybe it's all conspiratorial, maybe I'm just paranoid. Or, maybe I'm just an idiot :)
nope I bought NVDA, NET and MARA instead because they don't kill Americans
AMAT? more like you need A NET to catch this dump
Cisco made $10.5 billion of NET INCOME in 2025 and it's growing at a healthy clip in the next AI networking boom. That's twice what Palantir makes in REVENUE the entire year. CSCO market cap $278 billion. PLTR is $437 billion. 🤡🤡🤡
NET isn't even profitable, unless I'm mistaken.
have you seen their forward PE? Cava's forward P/E ratio is currently around 148!!! How are you buying a restaurant company this levels? This is SaaS level.. would you buy CAVA or with the same or around the same PE? NET — Cloudflare CRWD — CrowdStrike SHOP — Shopify Inc.
$NET is already $200! No one uses $NET for “AI infra”. No one even uses $NET for any of their cloud services. You know what that 20% of the web uses $NET for? DNS, that’s it. Now of course it might melt up just like literally every other tech stock. But buying $NET at $200 for “Ai r3asOnz” is crazy
LOL... You are taxed on NET gains, so if I lost it all (I only trade 1256 contracts) I would not owe taxes.
WEALTH LEVEL BY NET-WORTH Poor $0 - $500K Middle Class $500K - $2M Upper Middle $2M - $4M Comfortable $4M - $10M Wealthy $10M - $30M Lesser Rich $30M - $80M Comfortable Rich $80M - $150M Rich $150M - $200M Seriously Rich $200M - $400M Truly Rich $400M - $800M Filthy Rich $800M - $2B Super Rich $2 Billion + Saw on instagram
Attacks are increasing and costs to victims are rising. You can't get cyber insurance without these solutions installed and integrated properly in your network infrastructure. Three companies, CRWD, PANW, and NET are among some of the biggest beneficiaries of AI capability as of what it can do today. Their overhead will come down hard over the next few years and we're already seeing the results in the cyber workforce's supply/demand. What you're presenting about "AI buildout" taking away from cyber spend, which is also AI buildout, doesn't make sense to me.
Bullish. This fucking market makes no fucking sense anyway. Great news make GOOG dip. I assume this dumb "HACKING" ordeal will make the price skyrocket. Calls on NET!
I switched from vanguard to fidelity for Roth IRA cuz vanguard is for boomers and didn’t roll over… I left some NET shares in there and it’s 10x since 2019
Do you think it’s too late by now to jump into $NET?
I am firmly in this camp. SN, NET and TSLA. But it can bite you like Celsius
Daily wealth reminder- if you want to be wealthy, buy $NET (cloudflare) Cybersecurity will be the real winner of 2025
$NET - Cloudflare will make millionaires 🚀 consistent 35% revenue growth and we’re in the early innings Buy NET shares
Lots and lots of companies and startups. I've got no love Microsoft, but .NET and C# are fantastic, and most people who want to shit on it either have never touched it or are basing their opinions on information that's 10+ years out of date.
To give you a fair chance, can you tell exactly what's in your portfolio allocation and how much percent for each position? Make sure to mention NET exposure for each position since you mention you use leverage. It's possible to have a port that has total net exposure above 100% but you really need to break it down if you make claims like less volatility.
But you are, a sanctimonious POS. Which make you worse than every ppl here in WSB, who do not lie to themselves. WE LOVE MONEY . WE HATE NET NEGATIVE individuals (those who you pretend to stand for). The fuckers who gave you fake internet point cuz they got no money
This is the NET number that comes from a combination of hires and separations data which are over 5M each. And it’s originally from mostly survey data that then gets revised by hard data. So it’s more like you invited 100 people to a party and 54 rsvp yes. Then on the day of the party only 51 show up. 75% drop in net.
Made up for about half my loss from NET calls today, oh well
Profit taking on NET today will be massive after the spendid run. option max pain is 190 today.
NET's chart looks insane the pat couple days
Threw my money at NET instead of RDDT, oh well
Almost everyone was saying NET calls.
NET. What an amazing drop from $220 to sub $200
Im sorry to hear that but NET is also flat so that is not so good for me too. Well there is next week earmings to gamble back your loss
Plays from today: BTO AMZN 207.5p 8/8 for .69 BTO QQQ 562p 8/1 for .69 STO NET 160p 8/1 for .40 STO RDDT 205c 8/1 for .73 STO COIN 425c 8/8 for 4.95 STO AVGO 305c 8/1 for .72 Nobody posts positions anymore and it pisses me off
Always double check, got into NET without even looking at RDDT’s expected report.
Oh well would you look at that NET, .36% AH LMAO
Nooo wtf happened to NET?
I’m up over 400% on NET. Thinking about selling and buying ASML
https://preview.redd.it/aeicaqaf3agf1.jpeg?width=1054&format=pjpg&auto=webp&s=1c82fc82f224c9234bee8cdaf5ffb9dcd5dbc37e NET and AAPL
NET (cloud flare) lowkey best performer this year
NET will be red tomorrow morning or at least barely up 1%
I Sold RDDT NET and AAPL and went SGOV 🤣🤣🤣
No way in hell is NET holding that price tomorrow morning
Sold RDDT NET and AAPL and went full port AMZN fml
Damnit.. should have bet my house on NET months ago
Can we start talking about NET now??
Jeez NET is giving me heart palpitations
Someone tell me how NET did
What stock are we expecting to soar the highest after earnings? RKLB, NET, RDDT, COIN or RIOT?
Anytime ScottishTrader - ANYTIME!!!... and for anyone else who may be interested in making money with options MEMORIZE EVERYTHING ScottishTrader comes out with. He's changed MY NET WORTH in ways I could never have imagined. My theta "burn" today is 2.0k according to the upper right corner of IBKR's TWS portfolio monitor!!!
Kinda worried about NET going up this much just before earnings, smells like veeery high expectations
Only down 10% on my NET call, I’ll take it compared to everything else going on 💀
I know NET is gonna dump after ER but I’m to much of a bitch to place the bet
I asked Perplexity, ChatGPT, Grok, Gemini, Deepseek and Copilot about some stocks prediction for earnings and this is what i got: RBLX: 4 Calls. 2 Puts (Gemini and Deepseek were wrong) RDDT: 5 Calls, 1 Put AMZN: 6 Calls COIN: 1 Call, 5 Puts AAPL: 3 Calls, 3 Puts MSTR: 2 Calls, 4 Puts NET: 2 Calls, 4 Puts INOD: 4 Calls, 2 Puts
I asked Perplexity, ChatGPT, Grok, Gemini, Deepseek and Copilot about some stocks after earnings and this is what i got: RBLX: 4 Calls. 2 Puts (Gemini and Deepseek were wrong) RDDT: 5 Calls, 1 Put AMZN: 6 Calls COIN: 1 Call, 5 Puts AAPL: 3 Calls, 3 Puts MSTR: 2 Calls, 4 Puts NET: 2 Calls, 4 Puts INOD: 4 Calls, 2 Puts
NET just hit new ATH. RDDT down from highs. RDDT it is.
MSFT do well. Cloud. NET will do well. Cloud.
Am i the only regard who bought NET $220 calls at market open?
Am i the only regard buying NET 220$ calls?
All eyes on RDDT and NET for me today
NET calls for today based on MSFT and Meta Earnings?
MSFT Cloud numbers were insane Bullish af for Orcl & $Snow $NET reports after bell today The tickers you want for this move are $ZS and $CRWD LETS BANK BOYS 🔥🔥🔥
Wow, NET sure recovered fast. I remember when that stock was down -75%.
How do you think they can post losses every quarter and still keep going? How do you think public companies raise funds exactly? They doubled the number of outstanding shares since 2021. That’s how they raise funds. If CloudFlare needs $100M, they print ($100M/current share price), and now they have raised $100M. Going from 146 million shares to 341 million shares at ~$80 a share that’s is raising 15B since their IPO through their stocks, i.e investor money. You don’t understand how business works, why invest? It’s just gambling at a certain point. https://www.macrotrends.net/stocks/charts/NET/cloudflare/shares-outstanding
Been holding for a few years and very happy about that. Wouldn’t add at these levels, but that’s as much to do with the general market as $NET.
You are going to lose crazy amounts of money on AMD at these valuations. 2.7 billion in cash each year and 300 billion market cap. That’s a 0.9% return on your cash each year. 111 p/e and 111 p/fcf. That’s with 0% discounting and no margin of safety. A 15-17% annual return is if you multiply owner earnings by 6 and that’s the price you pay (which would put amd at 12 billion market cap, Short hand calc). That means that AMD needs to grow NET INCOME BY 31% per year for 10 years straight to justify a 15% annual return. And that’s assuming a 30 p/e terminal multiple so trading at the same multiple Apple/coca cola/ 2x googles valuation etc.
WEALTH LEVEL BY NET-WORTH Poor $0 - $500K Middle Class $500K - $2M Upper Middle $2M - S4M Comfortable $4M - $10M Wealthy $10M - $30M Lesser Rich $30M - $80M Comfortable Rich $80M - $150M Rich $150M - $200M Seriously Rich $200M - $400M Truly Rich $400M - $800M Filthy Rich $800M - $2B Super Rich $2 Billion+
obviously indexes are the way to go - but if I had to pick individual stocks I'd look for large successful companies that have a deep moat and still some upside left. I'd avoid risky sectors with high exposure to political upheaval like chips, AI, space exploration and defense. - AMZN is deeply entrenched in terms of logistics and cloud computing and continues to grow - MSFT, AAPL, GOOG aren't going anywhere and make up a large part of S&P anyway BRKB would be an interesting consideration; it's a good time to buy and 20yrs should cover any volatility after Buffet's departure. as a gambler my pick would be NET; cloudflare is taking over the internet and I believe they'll take a meaningful slice of the cloud computing market in the next decade. good luck with the prison time (at least I assume thats whats happening)
NET lowkey beast but nobody talks about it
I had a dream last night NET went up 🙃
Oh HOOD and NET you magnificent bastard, saving my poor decision on SPY puts
Why nobody talk about NET? Me likey
Easy 2x from NET calls and I’m out
Did my dream last night of NET up more than 1% is true? Am I a prophet?
I had a dream NET was the play today
Key word is "profit:. As one who would a business, there is a BIG difference between GROSS profit and NET profit. Do you think US production can manufacture below China and / or Japan's cost ? In China, NO company pays for health insurance. It is paid for by the state.
Stop using AI, people are not reading this. Tell me, would you read this for yourself if you came acrid this post? Crowdstrike is good, I would but am cyber security ETF for future AI tech, security and more like CIBR. I am also a fan of NET (Cloudflare)
Beat the market the last 13 years. Return were about 20% per year. Big winners were AAPL, NET and SHOP. I was heavily concentrated in a few stocks. Over the last year I have been exiting individual stocks and buying VOO. Eventually I will be 90% etfs and less than 10% individual stocks. At this point I’m satisfied with outperforming the market and will ride etfs. I did do a ton of reading and research while I was into stocks. It takes alot of time.
Anyone going in on NET? earnings July 31st
You said $2m net income, instead of $2 BILLION EBITDA. HOW THE HECK ARE YOU GETTING TO NET INCOME OF $5 MILLION?
Today is magical. Do some work, check OPEN, it’s up another 30%, nice 🤣. NOTHING BUT NET 👌
Especially considering it’s HALF HIS ENTIRE NET WORTH
Anyone interested in $FSLY? NET competitor, completely destroyed from covid highs $150. New product focused CEO, raised guidance last Q, and with rate cuts potentially coming could be good op to buy low. I see this as more likely to give a CVNA type of run
Just saw an article of Jim Cramer saying "The stock should be bought even up here" when referring to $NET. Can't wait to load the boat on 20% OTM puts expiring in a month