FSLY

Traditional-Ad3958

more FSLY perhaps

r0adrun3r

$FSLY

BraveOrganization586

Potential gamma squeeze for FSLY?

ShroomGrown

Can someone please tell me wtf is going on with FSLY?

Interesting_Leg8859

FSLY BABY .. whats the news ? buyout ?

ferrric

FSLY

Bodie_Broadus_

FSLY is back

ShroomGrown

Wtf is FSLY doing? I might actually be able to drop these bags

ShroomGrown

FSLY, huh

whoa1ndo

FSLY

commsnek

I remember when FSLY was over $100 lol

deviltrombone

A couple years ago, some firm came out with NTNX and FSLY as potential buyouts. NTNX has been the subject of that speculation for even longer, but it hasn't happened. However, the stocks have diverged to an incredible degree since that call, and it isn't because of their buyout potentials. Buyout rumors often give a bump, but they don't last. You may think a buyout is inevitable, and it may be, but it can come at a much lower price that you ever thought possible.

lashallday

I like FSLY

Interesting_Leg8859

thats exactly what i thought would happen to FSLY (fastly)....still waiting lol

Islander772

My FSLY bags pray you are right.

whyshw

Thanks for the DD! Back in the Rona days I cashed out a 7 bagger from FSLY shares. Never played it again. So, might be worth a look

ridenourt

I agree and have been bag holding 1000 shares for more than a year, but FSLY has hurt investors a LOT over the years with crappy guidance. Going to keep holding, but I wish I threw this in something else.

ShroomGrown

So, I halved my FSLY shares earlier this week. My timing is fucking fantastic as usual

Bittygirl707

Fastly FSLY expecting to capture higher market share in 2nd half of 2025 good entry -

Bittygirl707

FSLY Fastly pulled up out of resistance nice - Provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps

707Cashcow

FSLY for agentic AI 🤖

HotInvestigator7486

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

ArchegosCapitalCEO

FSLY in 2020 was bananas

ShroomGrown

Cannot believe I keep losing money on FSLY. Never learn

ArchegosCapitalCEO

Remember when FSLY was $100

Had_to_happen

Since you brought Ms. Cathie into it let's assume you want to short some of her real non-profit-forever masterpieces like UPST, TDOC or AI. How about you think CRM CRWD or ZS just HAVE to come down someday every one of them sports $50 in pillow soft share price downside, right!? Like the more obscure stuff under $50 a share instead? GTLB CFLT, FSLY OKTA TOST sure I've grazed at all of them. Quite successfully in at least four cases. Every stock I trade is capable of losing 7% in a single session or 15% in a single expiry, or else they don't make the travelling squad. Naturally I've added to my hit list this year as they proved it one by one instead. *You're about to find out that they aren't cheap one year out and that everyone else has identified the same three dozen hopeless bad faith hypestocks that you have.* Probably from as far back as I did pre-COVID, Insider Enrichment Vehicles really don't change their stripes that much after all. Get used to $5 premiums at strikes that are $20 or more off the current valuation, even as close in as this October. One year out the biggest open put interest will be assuming a 30% share price hit by then on ALL the usual suspects mentioned here IMHO the real big money on stocks like these is in WAY ITM puts (when purchased) by people like Jane Street & Citadel; they have the same level of conviction you do and (my opinion) must look at as a Bond quality investment. For someone without such a huge bankroll you are probably better off staying inside of six weeks and hoping for one chance to make 60-200 percent along the way, mostly just because just these ones are 50% off on Pump Days. After that NOBODY lets you make bank in a Put that's still $2 OTM when you sell with a 2026 expiry *but with the right kind of turd stock they sure do when it's just two weeks down the road.* If your list is as good as mine then you get to make 600% or more sometimes instead; regardless you will lose gobs of $$ learning when to hold em no matter what.

generateAnyUsername

It just needs volume, it's hard to know where that's going to come from; company announcement or some large institutional move. I'm pretty bearish on the market which I think could suppress FSLY for a while. I'll gather stock for now and buy long dated leaps if there's a significant dip.

ShroomGrown

FSLY. Huh.

transient_eternity

All the changes in the market have caused me to look at some of my old watch lists from the covid fueled meme stock craze. Been kinda fun. So many turds people a few years ago thought were amazing buying opportunities and you couldn't go five damn minutes without people talking about them. Guys remember CRSR? BB? FSLY? Yeah they're all penny stocks lmao. PYPL and U also dumpstered from IPO. Simpler times, emphasis on simple.

Had_to_happen

Not to cloudy up the waters but my own overall thesis has been that AI was 99.975% snake oil for two years now. Seems to have worked out well so far 62% of my Put trades this year result in gains over 100% and I basically slept trough January Looking forward & having sold the Put Cupboard almost bare on Friday; well every non-profit\\barely&recently profitable FinTech is now fair game. Especially the ones who had seriously bet the farm on AI. Ye Olde Growthe Storie is OVA now over for ALL of them and you can take THAT to the bank. So this is where we go now on top of huge scores on TEAM KD ESTC AI AMBA U CRDO AFRM UPST TTD PSTG the festering corpse of FSLY (a gift that always pays out more than the share price move would have indicated & home of my first ever Ten Bagger inside of two weeks. Research is pretty easy when you shorted the same Hype Trash at strike prices 30% lower just last fall. Otherwise the first thing I look at with Fresh Meat is the 52 week low and how far it is from there up to the end of Zero Bid put premium territory. If they are on my list then Upside Surprise is not on the menu, period. Usually inside of five weeks and as short as five days out if I want a piece bad enough. That approach will work for another four months max. *Because the very best thing about the last two weeks was that nobody on my hit list had "earnings" to announce until early May. That made buying them up like a vacuum cleaner much more easy.*

us1549

I really like FSLY, GOOGL and BLK. FSLY had an outage a few years back and turned off a large portion of the internet. Their service is valuable and I hope they get to profitability soon

SpruceJuice5

FSLY going to delist at this rate, not even joking

ContributorZero

FSLY and TTD call holder reporting in 🫡

ShroomGrown

I just lost a lot of money on FSLY.

ExistentialDuck1

Someday FSLY will be a $100 stock again 

ExistentialDuck1

I’m buying the dip on FSLY, who’s with me?? 

Im_a_redditlurker

Are we cooked on $FSLY

ErinG2021

Why can’t FSLY execute, retain customers, or grow? Shouldn’t they be in massive demand?!?

ErinG2021

Don’t forget to include FSLY….😣

ErinG2021

FSLY dying further….down over 17.5%…. Margins and customer retention declining….😣😣😣

ExistentialDuck1

FSLY holy shit that cratered… 🤮

Thegreenpatriot

Why does FSLY drop every fucking earnings should of learned my lesson 

albhed

!banbet $FSLY $11 14d

eskhalaf

Are you still bullish on FSLY? Earnings today after close

Ok-Alternative-5683

"Analysts expect Fastly (FSLY) to report break-even earnings per share in Q4, down 100% year-over-year, with revenue projected at $138.75 million, up 0.7%. No EPS estimate revisions occurred in the last 30 days. Enterprise customer revenue is forecast at $129.69 million, up 7.1%, while non-enterprise revenue is expected to decline 21.7% to $13.05 million. Total customer count is projected to reach 3,722, up from 3,243 last year. Fastly's stock has outperformed the S&P 500 over the past month."

schweinekuchen_

are you still holding FSLY?

FreePizzaAndBeer

!banbet FSLY 16 30d

kfuzion

About 1,000 shares of FSLY, some other stocks I have a few thousand shares but they’re small caps.

ShroomGrown

Of all things, MNMD and FSLY saved my portfolio today

AdOk6213

NET vs FSLY

ContributorZero

FSLY, low option premium and potential to have a revenue boom due to competitor’s bankruptcy.

WOTEugene

Currently I like software companies that may benefit from AI and improved margins / getting to profitable. FSLY / NET / OKTA / DDOG / SNOW / CRM and also a huge bag of RDDT - despite RDDT having had a huge run already I think it’s doing another 2x in 2025. Targeting 100BB market cap in 2026. Not doing a ton of short term / ER type of plays at the moment as the field is still somewhat uncertain for it to be anything other than gambling with those.

Invisible-O

mostly FSLY, RDDT, a shit load of cloud-computing companies doing the pull.

pppqwe

- FASTLY (FSLY) worth a measly 1.5bil currently. They are one of the industry leaders in the CDN market and trailing way behind their direct competitors AKAM (15bil) and NET (40bil) - ACQUIRED SIGNAL SCIENCES FOR $775b another industry leader (worth more than half their current market cap) - Recent EDGIO bankruptcy means consolidation in the industry which is good for FSLY - private equity bros salivating at the mouth right now Old DD https://www.reddit.com/r/wallstreetbets/s/kssUUzHKgt

pppqwe

We need to start pumping this shit on wsb 🤣🤣 Someone smarter than me do another DD, with these additional points - FASTLY (FSLY) worth a measly 1.5bil currently. They are one of the industry leaders in the CDN market and trailing way behind their direct competitors AKAM (15bil) and NET (40bil) - ACQUIRED SIGNAL SCIENCES FOR $775b another industry leader (worth more than half their current market cap) - Recent EDGIO bankruptcy means consolidation in the industry which is good for FSLY - private equity bros salivating at the mouth right now Old DD https://www.reddit.com/r/wallstreetbets/s/kssUUzHKgt

Invisible-O

man FSLY is printinggg

john_dududu

My top 5 TSLA AAPL THO FSLY T 😂

pppqwe

shit man how did i miss this comment ?? u/JC7577 any changes on your opinion of fastly ? Didn't they recently offer a free tier as well ? i tried to find out how much cisco offered for fastly back then but couldn't find anything. I'm wondering if they are a good acquisition target at this point. They bought signal sciences for $775 mil so that alone should sweeten the deal. Also, the recent EDGIO bankruptcy is very good for fastly, AKAM, and the entire industry due to consolidation. NET is currently at 38 bil , AKAM at 15bil, and FSLY at only 1.5bil ? seems crazy undervalued to me. Thoughts ?

Invisible-O

FSLY printing…

WOTEugene

FSLY

The_GOAT_2440

ADD FSLY to that list

pppqwe

any FSLY bulls in here ?

ErinG2021

No idea what is going on with FSLY…. It popped over 16% yesterday and it’s up about 0.5% pre-market 👀

_Rexfest_

!banbet FSLY 12$ 24H

ShroomGrown

Let's pump FSLY to the $25 range. Thanks in advance guys

ErinG2021

FSLY up 13.85% today ?!? 👀

Environmental_Past93

FSLY

Purple-Alfalfa-8538

Why is FSLY ripping rn?

WOTEugene

Accumulating as I go, right now I loaded OKTA, FSLY, NET, SNOW… will evaluate how ZS and other earnings go then decide next moves.

birddog42gg

FSLY

redferrari1990

FSLY

saas_stats

Fastly (FSLY) is way undervalued right now compared to the broader market. It trades at a roughly 2x revenue multiple while the average public SaaS company is more like 7x revenue multiple Source: [what are the SaaS valuation multiples for 2024](https://publicsaascompanies.com/saas-multiples/)

ContributorZero

FSLY 1129 calls 🎲🎲

kimchimerchant

anyone in on FSLY leaps?

ShroomGrown

Don't sleep on FSLY, lmao

pppqwe

how we feeling about FSLY right now ?

pppqwe

how we feeling about FSLY today ?

generateAnyUsername

Wow, they bought SigSci for $775M. I knew they owned it but honestly I might have underestimated how significant that is. If I had more cash I'd be buying more stock and holding for the long term. There are lots of good software stocks but honestly none are as undervalued as FSLY currently. I really like JFrog too ($FROG) but I'll be waiting for a dip to pick more up.

generateAnyUsername

I re-entered FSLY today, 150 calls and more to come. Not aware of the cost of the SigSci deal but I do use Signal Sciences software in work and it's great.

pppqwe

So how we all feeling about FSLY? They are under 1B market cap, didn’t they buy signal sciences for close the what they are worth right now ? I’m bullish but need some more conviction to jump in.

generateAnyUsername

I made a post about FSLY a few months ago, took a pretty risky spread of calls from 6-10 and kept adding to it. Ended up closing out around £1700 which I'm actually pretty happy about, loading up more calls on the dips saved me from bigger losses. I'm back in, I'm going for $6.50 shortish date calls and $7.50 Jan 2025 calls with plans to roll and add. FSLY is back to book value and I'm more bullish than ever after the last earnings.

HipHopPolka

How much of an advantage is "their liquid cooled systems take less time to build and are more modular than any of the other competitors systems" when it comes to revenue and marketshare compared to say, Dell? Also, for Blackwell superpods liquid cooling is a requirement, not a differentiator between server/rack solutions, so I'm just not sure how much of a leg up SMCI has. Per NVIDIA's [Press Release](https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing): **"Cisco, Dell, Hewlett Packard Enterprise, Lenovo and Supermicro are expected to deliver a wide range of servers based on Blackwell products, as are Aivres, ASRock Rack, ASUS, Eviden, Foxconn, GIGABYTE, Inventec, Pegatron, QCT, Wistron, Wiwynn and ZT Systems."** That's A LOT of competitors offering similiar products. What makes SMCI so very special? As a LT investor, I have missed a lot of gains on staying out of the hype train including SMCI, but also a lot of downsides as well. This feels very similar to when I asked "What makes fastly so special?" Turns out, nothing. There are so many other names that have good momentum that fits the second half of the phrase: "“in the short run, the market is a popularity contest but in the long run, it is a weighing contest.” In the long run, I don't think SMCI can grow that much--just like FSLY, AAOI, and so many others. With that said, the market has done crazy things, so we all have to make our own decisions.

Acrobatic-Main-1270

Guys I bought over 1k shares of FSLY over the past 2 months.. let’s see

twokinkysluts

FSLY. Only a billion dollar market cap right now and turning profitable within a year or so. I see them possibly even getting acquired by a tech giant.

POOTERSS

Yes the March 2020-Feb 2021 madness was insane. I remember the month that all blew up too, it was March 2021. That month, when the 10-year treasury started rising, that's when all the meme names(GME, AMC, FVRR, PTON, ETSY, FSLY, ZM, MRNA, U, CRSR) from that era all blew up and spooked people out. I remember because I was in calls during that period and had to give up also. I'm back now playing shares only.

ErinG2021

FSLY down 1.7% —despite beats; options volatility had implied 16% volatility. Today seemed like a day when there would have been that volatility.

Environmental_Past93

FSLY

GoZukkYourself

Even FSLY is up.

prodoubt

This is the luckiest trade I have ever seen on here. 8K into an ATM put that expires in 3 days. Catches -30% on day 2. I think there was a FSLY catch like this a few years back where a guy was holding like 20K of -99% puts and it hit on expiration day.

twokinkysluts

FSLY. Edge computing is gonna take off, folks.

POOTERSS

Ok just checked, using the discussion thread from yesterday. It wasn't even CLOSE lol... back then, I checked, and it was around 60k comments, using Feb 1 2021 daily discussion. So about 75% of those people went broke on the memes of that era(GME, FVRR, BBBY, NIO, INO, FSLY, PTON, TDOC, etc)

ComfyRug

Gotchu: > Fastly, Inc. (FSLY) is showing a bullish trend with its current price at $7.65, supported by strong technical indicators. The 10-day SMA at $7.44 and the 8-day EMA at $7.41 suggest upward momentum, while the RSI values above 60 indicate potential overbought conditions but still room for growth. The MACD histogram is positive, reinforcing the bullish sentiment. Despite broader market uncertainties, FSLY's recent price action shows resilience, likely benefiting from the tech sector's strength. For today's session, consider entering around $7.60, targeting $7.80 as the first price target and $8.00 as the second, with a stop loss at $7.40 to manage risk. Confidence in reaching the first target is moderate due to strong technical support, while the second target carries lower confidence given potential market volatility. Stay vigilant for any news that could impact tech stocks, as this could influence FSLY's trajectory.

wineandseams

FSLY

ShroomGrown

I could take 20% profit on my FSLY calls... or I could wait for more and watch them expire worthless.

ShroomGrown

Made 200% on the FSLY calls I bought yesterday. Bought some 8c today... we'll see what happens with those

ShroomGrown

Just paper handed my FSLY 7c

TayKapoo

All the garbage woke back up, TDOC, FSLY etc

ShroomGrown

FSLY hit bottom on Tuesday.

FineAunts

I fucked around with FSLY and found out. When I was up over 3x I felt like a genius though so it was all worth it 🤠

albhed

Hmm FSLY market cap 780m on 500m revenue. Time to buy soon?