NET

Maakus

Regulations are loosening on robotaxis which should result in vehicle sales growth. Do I think that will result in 5x NET INCOME TODAY? Absolutely not. Tesla is overpriced. If you are bagholding it is not for robotaxi (of which there is a lot of competition), but for the humanoid robots and Teslas ability to scale manufacturing State-side. This is a play Tesla wont flesh out for another 5 years, and in my opinion, I'm gambling elsewhere. Amazon is making and most importantly, using purpose built robots and using AI to reduce employees internally today. Amazon is well priced and can flip a switch any day and turn off capex and throw oodles of money at stockholders. They can do Tesla's business and so much more and make more money doing it. Google is another opportunity cost option to explore as well, but they are in regulation limbo. Court case aside, Google is returning oodles of money back to shareholders TODAY and tick a few boxes Tesla shareholders are looking for. All of this said - aside from the ASS price, Elon Musk, and not using LIDAR(??) - Tesla is a great company. Robotaxi and FSD is a great product/service and is a game changer, and I personally have used FSD a couple times with no issues.

SonicTheHedgefundH0g

I feel the same way about buying NET at $19 a share on RH, should of freaking YOLO’d it all

Elibroftw

Portfolio: 26% in Google, 4% Air Canada, everything else is < 4%. Google is that much because it's my benchmark for stocks to invest in. My target price is $200+ which yield a 26% annualized return, and since it's a mega-cap I'm comfortable holding that much. Regrets: Selling MMM, NET too soon and all of a quantum computing stock (I still think it's overvalued, but did not expect the market to go so crazy over it). Not buying HOOD last year when it was down 7% that one day. I should've bought META. SBUX was a good play just before the CEO announcement. Would've sold for a bag right after the pop. Some stupid fuck on reddit fear mongered over XP and I sold it even though it would've been a 60% return if I still owned it. I was fucking around in my FHSA and owned TQSM at one point. Absolutely dumb move on my part. Another regret is bying STLA instead of Volkswagon. I drive a Lexus, but Audi's are cool too. Losers: INTC (100% on me), XIFR (yield traps are real lol), HUMA (I believed reddit in thinking FDA approval would be a catalyst, and it turns out to be the opposite LOL). Biases: I still think XIFR (2%) and LAC (3%) will pay out in the long term (5+ years). I'm unsure about what the future holds for HUMA (1%).

Game3k

$NET and $CRWD Cybersecurity will be the winner of 2025. Hacks aren’t going anywhere. $NET $180 to $230 fast 🚀

Game3k

If you’re not bullish on $NET then you hate money. NET going from $180 to $240 in no time

Game3k

If you’re not buying the best cyber names like $NET and $CRWD, you will miss the biggest winners of 2025

Game3k

$NET - Cloudflare is going to make many millionaires over the next few years. Real 35% revenue growth. $NET

Game3k

Remember $NET Cloudflare shares will make you rich. Cybersecurity is going no where.

philphan25

Time to buy NET?

kswissreject

Goddamn it should have sold my NET while I could, anytime prior to now

LegitimateShameHands

What is happening to NET?

caringwolf305

GCP is down not NET

Bullo

Puts on NET

kswissreject

Can NET and AMD not be assholes? Nope?

kswissreject

I went from being sad to not selling NET earlier to being happy to being sad again, goddamn it

kswissreject

Came so close to selling NET at the low premarket, thank god I didn't

kswissreject

Goddamn what happened to NET.

Revfunky

People fear what they don’t know and they don’t know stocks. This sub is named stocks yet you will struggle to find depth on the subject. It’s an echo chamber. I’ve gotten one stock pick off of Reddit in six years. I could list a bunch of stocks. It won’t help without an accompanying strategy. I build portfolios brick by brick starting with a strong foundation we can call the Core Portfolio. Once you have a strong Core you can entertain different strategies and asset classes. You should have an asset allocation juxtaposed with a defined trailing stop. Your simple question isn’t simple if you are doing it right. We know nothing about your tolerance for risk for instance. For the sake of brevity honorable mention goes to BRK.B, EQR. PSHZF, NET. I can reasonably expect these to be in a better position years from now.

robertncm

why does NET dilute shareholder? it's been a 60B cap company already

willengineer4beer

To the layman they can point to a few specific cuts in government spending they pushed through and call it fiscal austerity. Never mind the reduction in revenues and increased spending elsewhere behind the curtain. What does “NET” mean on a balance sheet anyway?

PassiveF1st

NET has been on a fucking tear

smileclickmemories

I like NET. I wish I full ported into it few years ago. but the small position I have is doing really well.

DrBiotechs

That’s not even the actual bull thesis for NET lol.

CompanyCharts

https://preview.redd.it/6kkqx781t65f1.png?width=1497&format=png&auto=webp&s=894a4e51fc4a77aa91bc5179c268b4544f360a69 Actually, not insane. Ill avoid it for lack of EPS history. Revenue Growth (TTM) / Share Latest QoQ: 4.70% Latest 1-Yr Growth: 4.70% Latest 2-Yr CAGR: 5.59% Latest 3-Yr CAGR: 5.68% Latest 4-Yr CAGR: 5.77% Latest 5-Yr CAGR: 5.67% Latest 6-Yr CAGR: 5.99% Latest 7-Yr CAGR: 6.06% Cash Flow From Operating Activities Growth (TTM) / Share Latest QoQ: 17.50% Latest 1-Yr Growth: 17.50% Latest 2-Yr CAGR: 15.06% Latest 3-Yr CAGR: 13.89% Latest 4-Yr CAGR: 11.04% Latest 5-Yr CAGR: 11.42% Latest 6-Yr CAGR: 10.02% Latest 7-Yr CAGR: 10.11% a 15-20 P/S ratio feels justified here. But NET is trading at a 34 currently. RemindMe! 1 year

littlePosh_

> $NET has been quietly building a moat, and when the market wakes up, it’s going to rip faces off This is ChatGPT

GoZukkYourself

AVGO earnings out *BROADCOM 2Q ADJ EPS $1.58, EST. $1.56 *BROADCOM 2Q ADJ. NET REV. $15.00B, EST. $14.96B

Spirit-of-investing

wtf are you talking about?NET is already ATH.

Training_Pay7522

NET is a good company, I also use their services. Bought a shitton when it felt at $40 few years ago and exited at $70 to lose money elsewhere. That being said I think Cloudflare is more or less fairly valued for their relative strength and balance sheet, it will keep raising as its revenue will raise. But I have no confidence betting they will still be there 20 years from now.

HearMeRoar80

Biggest issue with NET is that it does not make money, look at the damn P/E. This is the issue with all CDN companies, they don't make money. All the bells and whistles and AI still needs to be proven, meaning they have to make money, so far they are not making money yet, hence the sky high P/E. NET's P/E is already similar to PLTR but with SLOWER revenue growth and a commoditized business.

NewToTradingStock

Well NET better start making appointments to get in bed with President .

leomeng

They are gonna try to pump NET to $250

kswissreject

I now regret selling some NET @ $178, but I should be happy to have kept 3/4 of it.

yaris205

Should of bough more NET after crwd earnings...i fukn knew it

Piyush4758

The craziest part is not that $NET is building the backbone of the modern internet, it’s that the market still thinks it’s just a fancy CDN. Meanwhile, they’re quietly positioning themselves as the go-to infra layer for real-time AI inference at global scale. If $PLTR is the brain, $NET is the nervous system. Wall Street’s still playing checkers while $NET’s laying fiber-optic chessboards.

Successful-Notice311

I have leaps on MDB & SHOP. Also extremely bullish on NET.

a_shbli

Compared to for example CRWD, CRWV is forecasted to generate $15b revenue triple their estimated $5b 2025 in just 2 years. Market cap current $70b The market cap is almost half of CRWD, while CRWD only generates $3-4b revenue and expected to grow to $5-$6b in 2027 with a market cap of $120b CRWV may be over valued to some but compared to the market leaders it is under valued. NET have a market cap of $60b with a much smaller $1.5-$2b revenue. From the 3 CRWV is the cheapest compared to their projected revenue.

a_shbli

Compared to for example CRWD, CRWV is forecasted to generate $15b revenue triple their estimated $5b 2025 in just 2 years. Market cap current $70b The market cap is almost half of CRWD, while CRWD only generates $3-4b revenue and expected to grow to $5-$6b in 2027 with a market cap of $120b CRWV may be over valued to some but compared to the market leaders it is under valued. NET have a market cap of $60b with a much smaller $1.5-$2b revenue. From the 3 CRWV is the cheapest compared to their projected revenue.

a_shbli

Compared to for example CRWD, CRWV is forecasted to generate $15b revenue triple their estimated $5b 2025 in just 2 years. Market cap current $70b The market cap is almost half of CRWD, while CRWD only generates $3-4b revenue and expected to grow to $5-$6b in 2027 with a market cap of $120b CRWV may be over valued to some but compared to the market leaders it is under valued. NET have a market cap of $60b with a much smaller $1.5-$2b revenue. From the 3 CRWV is the cheapest compared to their projected revenue.

Top-Chip-1532

Always make your own decisions and never blindly follow no one. Quantum, PLTR and NET have been good to me so far.

deffjams09

After foolishly not taking profits from $NET during the February highs, I will happy take my profits here. Thanks Mr Market.

kswissreject

Wow did something right for once by buying back NET CCs at the low. Can't believe it.

SweetEffort8250

Actually destroying the market. After the 2nd big tariff fall i sold a lot of spy and bought individual stocks. HOOD,NET,KTOS,SOFI, USAR. When they ran i periodically sold. 60% in stock gains in just a month basicly. Also after Googles giant fall, that same day I bought 2 calls 3 months out and had 150% and 100% gain on. I sold those recently and bought MTCH calls and a fuck ton of webull stock with some Etsy. Redcat was my worse pick but I'm still up. I question if I should do more individual trading because I'm destroying the market. But it's my roth so I'm a little more of a bitch. My HOOD is up 91% on stock alone in a month and a half. I'm 60% invested in spy and 40% in individual stock. It was like 10-20% of my port in individual, problem is my individual gains is growing so much it's now 40% of my port even with periodic selling

niall_9

Google is at the forefront of AI and has the ability to integrate it into multiple profitable tech products. Advancements in AI will result in advancements in their own products. Google can buy up innovators and competitors. OpenAI doesn’t think it will even see a profit until 2029. It lost over $5B last year on only $3.7B in revenue. Meanwhile Google had over $100B in NET INCOME last year. Whats more likely - the profitable company whose own research was the foundation for the LLMs we see today is able to leverage its large coffers and own AI into its widely profitable and diverse business or a random company will burn billions and “screw” them over eventually.

Quixotus

>CITADEL SECURITIES PROFITS JUMP \~70% TO $1.7B IN 1Q 2025: FT CITADEL SECURITIES REPORTS NET TRADING REV. OF $3.4B IN 1Q: FT $10 of those billions are from me

cutiesarustimes2

CITADEL SECURITIES PROFITS JUMP ~70% TO $1.7B IN 1Q 2025: FT *CITADEL SECURITIES REPORTS NET TRADING REV. OF $3.4B IN 1Q: FT Cages rattling.

bobbybeansss

mine are mostly OTM, simply because ITM is far more expensive and years ago i vowed to only use f around money for myself on options (which isnt a lot) all my puts expire in july, but im gonna roll them into august in june. Shopify 90P, NET 135P, SNOW 150P (bought after earnings), and CRWD 300P but i realllly regret that one now. bought it when crwd was like 400 a share earlier this month

Game3k

Cybersecurity, particularly $CRWD and $NET will be the biggest winners of 2025

VotedOut

Why do you really care about my puts position or lack thereof? I'm just a tiny minnow in this market. If I don't have puts, then it's "I'm not putting my money where my mouth is." If I do have puts, then it's "My opinion is biased and not trustworthy and I'm spreading FUD to make the stock go down." I won't be able to win either way. But for the sake of your curiosity - yes, I do have puts on PLTR. Do you have calls? If you want me to show you my puts, then you show me your calls first. As for PLTR valuation, a premium valuation would be 10-20x price-to-sales, or I'll even say 30x price-to-sales is a premium valuation. But over 90x sales? That's an insane clown valuation. For reference, Cisco stock was 40x sales at its dotcom bubble peak. I don't recall a company ever going above 90x sales or even 80x sales into mega-cap territory (>$200B market cap) like PLTR has. I recall a couple large-cap stocks - SNOW and NET - BRIEFLY touching over 90x price-to-sales in the 2021 clown market peak, and not-too-surprisingly, their stocks are down in the last 4 years since then (despite their companies having grown since then) from price-to-sales multiples falling closer to reality (SNOW now trades at 15.5x P/S and $60B market cap, while NET now trades at 30x P/S and $55B market cap).

bobbybeansss

todays purchases: NET 135P 7/18, BA 165P 8/115

trumpdiego

Might full port NET and call it a day

dvdmovie1

If I had to pick one, NVDA but kinda interesting how little discussion there is of anything tech beyond mega cap tech anymore on here. NET up about 40% YTD, CRWD +30% YTD.

WestBeginning3564

I googled this. Imagine conflating a regional stock that had tanked after a quarterly *loss* with a national blue chip powerhouse with $20B *NET* revenue and a 2% dividend. Ironically Oxford Health was bought by UNH. Which BTW they traded around 50 a share. You must have puts 

Game3k

All green everything by EOD. Market has upward bias. Buy tech stocks $UBER $NET

dvdmovie1

"Google Microsoft Nvidia and meta" That's about 25% of the Nasdaq right there, might as well QQQ. Or if not, I'd pick the one or two of these names you are most confident in and maybe pick a couple others where at least one's a different industry and the other is a growth name that is not such a household name that everyone owns already like most of mega cap tech (which is still mostly lagging the S&P YTD, while things like NET are up nearly 40% YTD - not an endorsement of NET at this point, just illustrating that there's other parts of tech that have worked much better this year than mega cap tech.)

Upinsmoke58

WALMART NET PROFITS IN THE BILLIONS. Dont let these big corps whine about tariffs… bottom line : DO NOT BUY

Illustrious-Jacket68

So you then would be supportive of the current talks about the raising of taxes / new tax rate that the republicans put on the table for people making more than 2MM? What would you propose specifically? I'm talking income tax as if you're going to point at billionaires, they do not have income. so, that's separate from your argument of lower taxes on the wealthy. I'll admit that I make a pretty decent compensation. The TJA reduced one tax and because of the SALT limitation and AMT, it negated and roughly speaking, I pay about the same amount of taxes. If you look at AMT prior to the current tax act, you'll see that AMT added back in the SALT and other deductions. So, if you're saying that the 400-2MM range is getting a tax break, in NET and actual terms, that's not necessarily correct. Spoke with my tax preparer and he said that generally, that was the case for the people in that range.

Bencetown

Did you miss the fact that their net profits went up 30% from 2023 to 2024? I'm SURE they can't afford 1 or 2 billion out of the $15 billion in NET profits last year 🙄

Bencetown

Walmart's NET profits went up over 30% from 2023 to 2024 alone. Over 15 BILLION in NET profits. But won't some ody think of the poooooor multinational corporations 🥺

Red_White_And_Red

5 years ago I was a homeless heroin junkie and now I open two houses, 2 brand new cars, and clear $250k per year NET. It’s not over bro, but stop fuckin gambling!!

Ok_Advantage_8153

You need to be clearer on your though processes here. You made money. You just made less than you would have had you not written that covered call. If the market had stayed flat / risen slightly you'd have "won". It rose a lot so you've "lost". The question now is do you let it get assigned and buy another stock, or do you roll the call to keep it? The question to ask is "Do I want to keep hold of $NET even at the current price"? If yes then roll the call. If no, let it get assigned, take the money and buy something else.

Game3k

Cloudflare $NET growth is crazy. Cybersecurity, not AI, will be the real winner of 2025 $NET 🚀

Game3k

$NET will make you a millionaire

greytoc

The term 'positive delta' simply refers to having a position that is biased to the long side. Ie. if the underlying goes up, the trade is profitable. I don't really have any particular directional opinion about NET. Volatility has gone down slightly - although it is still high relative to long term average - so that's one reason why premiums may seem lower than in the past few weeks. If you are writing option contracts - you tend to be short Vega and short Theta. And you can be either long Delta or short Delta depending on the option trade.

greytoc

The way to think about it - is that this trade is done. So you have to decide on your thesis on NET if you want to have a positive delta position. That's how you decide on what to do next. For example, instead of rolling the calls, you can always just write put contracts which are otm at a higher strike if you think that the stock price will retrace.

ConnectPen8575

We broke up six months ago! Get the NET!

_AndyJessop

Anyone playing the NET rally?

CrimsonGlacier

Am I dumb or is OP? I thought Earnings per Share is NET profit (after expenses). Therefore price to earnings is not “if the company has 0 expenses” because those expenses are baked into EPS

pnwguy1985

Personal I am in a very similar situation on NET, I just rolled them out a while back. My cost basis is like 30 tho, got in earlier. I plan on rolling as needed. Sometimes I use the premium to buy a few more shares or something else.

Game3k

Gains in $NET!

Game3k

If you’re not balls deep in $NET shares you hate money Bullish on $NET 🚀

TradeTzar

I’m not sure you would want to follow my trading. There were many opportunities yesterday. $NXTT $NET $APP and $CVNA have been the big money makers. Not investment advice.

Wowmuchrya

Nvidia squeeze LMAO. RETARD HEDGIES STILL NET SHORT 

Game3k

Cybersecurity, not AI, will win the tech growth crown in 2025. 30%+ topline growth at $NET and $CRWD

thunderboxer

Thanks. I know it’s all a small amount I’m only a month in to options trading and I keep making the right calls but getting IV crushed (META earnings, NET earnings). So I went ITM this time. It sucks being right but too retarded to make any money

Game3k

Cybersecurity stocks will have the best growth of 2025. $NET $CRWD $PANW 🚀

Game3k

$NET will go from $150 to $200 swiftly

Plastic-Ad-5324

Pelosi's ENTIRE NET WORTH is 111 million. Trump has made 3 BILLION since being in office. You seem to not understand priorities

Game3k

The growth at Cloudflare $NET is undeniable 🚀

Game3k

$NET

Game3k

$NET goes to $200 before end of ‘25

No-Contribution1070

What are you talking about? Amazon's NET income last year was $60 billion. Can you fathom how much money that is? What was your net income? Now mutltiply that by your entire town and it still won't be close to 60 billion. If Amazon decides to cut jobs because they have to pay little more in taxes, who is the evil one? The government or Amazon?

CourageousBreeze

Yes, I agree that there's too much money that's been printed over the years. I also think that the markets and everything going up is also as a result of the increase in wealth inequality, where the wealth increasingly pools in the pockets of the top 1% to 10% and once it gets there it can and does stay there for generations. They have more money than to know what to do with and so they put it to productive use no matter how small the return, because what else are they going to do with it. We've not even seen any meaningful pullback IMO, so the sentiment doesn't match up with the market. It's just interesting to see that historically high PEs (PLTR is 512 PE, NET is $46B market cap with no earnings), none of it means anything anymore it seems. Mindlessly buy everything in sight, that's the strategy now, because line always goes up. I can't see leverage (well, possibly in the bond market) that will cause a crash but then again, no one saw the causes of the previous crashes coming either. The only indicator of a crash is if one places any value on reversion to the mean on equity valuations. Just reversion to the mean on the CAPE for S&P500 would mean a 50% fall approximately, but who knows if that is of any significance in the first place for a market crash. 

thunderboxer

Got crushed on META earnings and NET earnings… sucks being right about the direction but too retarded to make money off it

Game3k

Buying all the $NET shares. Gonna be rich

luoyuke

Shareholders have no problem with insider cashing out as long as the company is doing well. If the economy turns worse, security service like NET will get cut most likely. I’m bullish on net but there’s a possibility that net comes back to 40ish. Looking at the holders ratios I’d expect the institutional investors are the ones that will hold the bags

ballmode

Also, nothing but $NET

CerebrumMortuus

$NET on open

Game3k

$NET is a beast! If you’re not in Cloudflare you hate money

coMModusul

It does say that retail were "NET buyers", so i assume that means it's the difference between Institutional and retail

SquishyShibe11

Dumped all my NET after hours. 5k profit. So it will of course go up double that amount tomorrow.

Game3k

Cybersecurity stocks like $NET will be the biggest winners of 2025

Game3k

$NET is going back to $200

PassiveF1st

Gosh damnit, I should have went ALLLL in on NET when they dipped below $100.

Game3k

$NET is going to make people rich

isospeedrix

now the fk is NET up so much LOL unprofitable quarter with only +27% yoy rev not complaining but gunna trim a bit of my position this looks sus

Tricky_Statistician

Wait, does anyone know if NET earnings are out? I can’t find anything and the stock is moving AH

Tricky_Statistician

NET just touched 120 and I missed buying it.. now 128 lol

surmoiFire

NET rollercoaster

Tricky_Statistician

NET moving but earnings not out?

isospeedrix

NET