FSLY

snoopy_tha_noodle2

FSLY cookin

RevolutionaryPhoto24

Sold September FSLY 25c up 235% and looking at undervalued IV on January GRRR calls for a speculative trade.

DuckLIT122000

Yolo FSLY puts fuck it

The_Albertino

Correct, all these companies that are selling compute or have AI tools need to prove that they are getting ROI. FSLY, FIG, IREN whoever

sociallydeclined

FSLY way oversold here and since the street lowered expectations bigly after they last shit the bed they’re gonna beat next earnings

VerySaltyBreakfast

Iran agrees to deal if WSB pumps FSLY

VerySaltyBreakfast

FSLY been working out damn those thighs

ParticularWarthog319

Just need FSLY to go over $20

w3bCraw1er

FSLY

callsonreddit

Most likely but no guarantees. I've done the same for FSLY and it dropped another 20% lol

ParticularWarthog319

I’ve accumulated an unhealthy amount of FSLY June calls. 😅

CheapCheesecake444

Remember. Your short leg's purpose is to lower your cost for your long. With your situation with MU, that was a very difficult trade to make $$ even if you're right on the direction (which I believe you were) bc the Option MM had already juiced up the premiums so much that it makes it extremely difficult to print. In those situations, if possible.. selling premiums are the best trades, but ofc very risky since you'll be left naked. During earnings seasons, premiums are usually jacked up from the IV, so it makes it difficult to print. But if you're right it can pay nicely. See last quarters move for $MDB or earlier in the year for $FSLY. Monster moves that paid massively.

IcyDiver3484

I saw FSLY on Robinhood and thought people were trading Fansly

The_Albertino

FSLY going back to $9

Mental-Huckleberry74

I did buy 8k shares of FSLY at 20$ , holding on tight there , real company with 15 years experience and market cap less than Fermi (which is nothing but approved permits and a some leveled dirt). Think they should be at 10 Billion market cap on free cashflow positive to Ebita positive .

callsonreddit

Ya I saw the 20% drop on AKAM NET FSLY No one talked about it anfd they fully recovered in 1 month

bionicvapourboy

I'm just mad I didn't sell a CC on it. I saw what happened to FSLY the day before.

ParticularWarthog319

Loaded up FSLY and ANET calls today, need that dead cat bounce tomorrow

nzholtok

NET puts were free money after FSLY dumped, should’ve gotten puts

rwc5078

Buddy that sucks! Options or shares? I thought I got obliterated with my FSLY calls today

rwc5078

That does suck Don't worry FSLY went down 35% on me today Sold my may call at open for a 90% loss I still have an OTM $35/40 bull call spread that expires in September that I get to baghold

The_Albertino

Anyone buying HIMX or FSLY today?

jugwhatever

Well FSLY sure fucked that up.

Warm_Tzatziki

Out of all stock, who'd have thought FSLY will be the one that tanks the market...

rwc5078

Putting money into FSLY will be my downfall

confused_teabagger

I thought FSLY was a site to download OF rips, my bad!

VerySaltyBreakfast

FSLY dumping 1/3 value on good earnings, as is tradition

callsonreddit

Any news? SPY green but tech a bit red I'm guessing ARM and FSLY earnings dropped tech

Right-Kiwi2878

$FSLY sales

ShroomGrown

Look at FSLY drop!

type_error

Did FSLY not beat big enough?! WTF

Right-Kiwi2878

Buy FSLY , big sales

patricktu1258

FSLY

surmoiFire

so wut happened to FSLY? it shows EPS beats by 48% and then fell out of edge

FinicalRiver

But fastly FSLY leaps and dont fret

rwc5078

Ok, FSLY down 25% I was up and trying to sell my options, but never hit my limit Oops

jokull1234

There has to be at least one person in here who was bearish and finally went long on FSLY just to get rugged by their earnings lmao

SpruceJuice5

Considered buying FSLY for an earnings gamble. Didn't. Thank fucking god

ComprehensiveKiwi489

FSLY is the most retarded stock in history. One earnings up 40%, next earnings down 30%.

surmoiFire

FSLY really drop very fastly

callsonreddit

How much FSLY puts print

wrong_turnleliya

FSLY 🤣🤣🤣

callsonreddit

FSLY -30% omg

callsonreddit

Ya fuck u FSLY -15%

Normal-Phase-1252

whats the FSLY play? all in?

DarkR124

Was tempted to play FSLY then saw IV is at 350% lmao

Bike_Rider1957

FSLY?

LHeureux

If back in 1999 a pizza company was using the internet to create an online order service where you could log in and order a pizza from the web, it wasn't using the dotcom internet bubble as just a buzzword, it was actually smart. Companies would IPO and go skyhigh just because they had .com in the name or would say they're gonna do internet things. Right now a pizza company using AI is not just using AI as a buzzword, it's using the tech as it's emerging, it's smart. FSLY is "using AI" right now to use LLM search queries to run ads and they made mad bank on it. Many companies are using AI to scale up production and/or efficiency and lay off workers, which drives profits up. How is that similar to "pets.com" soaring just on the name lol

InternetWise8512

FSLY Calls?

Right-Kiwi2878

Call FSLY !

optimaltimemism

I'm proud of all you who are making insane gains. I'm not going to lie, I've been losing for a long time. So, with my luck, feel free to inverse me. I'm going all in on FSLY puts for earnings. I'm thinking $17-$20/sh is where it'll settle over the next two weeks. If not, whatever. Good night, rich bastards.

Bitter_Tea442

FSLY up 15% today. This shit is gonna hit 100 soon.

callsonreddit

Why FSLY AKAM been pumpin?

Valkyrie_Skuld

You think it’s one that’s replaceable? I think some will be and some won’t be. Here’s what Claude says about the numbers. Last print was Q4 2025 on Feb 11, 2026 — and it was a big one for FSLY: Headline ∙ Revenue $172.6M, +23% Y/Y — fastest growth in 3+ years ∙ EPS $0.12 vs -$0.03 est ∙ Gross margin 64%, record high, up 650 bps Y/Y ∙ Operating income $21.2M (12.3% margin); adj EBITDA $35M vs $11.1M Y/Y ∙ Free cash flow +$8.6M vs -$7.9M Y/Y Revenue by product (Q4) ∙ Network Services $130.8M, +19% ∙ Security $35.4M, +32% (now 20% of total) ∙ Other (Compute/Observability) $6.4M, +78% Customer metrics ∙ 628 enterprise customers (>$100K ARR); top 10 = 34% of revenue ∙ NRR 110%, up from 102% a year ago ∙ RPO $353.8M, +55% Full year 2025 ∙ Revenue $624M, +15% ∙ First profitable fiscal year — net profit of $19.7M 2026 guide (came in above consensus) ∙ FY: revenue $700–720M, non-GAAP op income $50–60M, non-GAAP EPS $0.23–0.29 ∙ Q1: revenue $168–174M, non-GAAP op income $14–18M, EPS $0.07–0.10 The Q4 reaction was strongly positive — stock jumped sharply on the security-mix story, gross margin expansion, and the first full year of GAAP-improving / non-GAAP-positive profitability. Q1 2026 prints Wednesday, May 6 after close, three days out.​​​​​​​​​​​​​​​​

csklmf

All eyes on AMD and IREN. Think, FSLY is going to turn around?

callsonreddit

FSLY AKAM a buy?

aiinvestormemo

IMO Agentic use of AI is 50-200x as active as a human user input into LLM’s. This will continue to play out. But the revenue ramifications have yet to fully be felt. Some areas still to benefit from agentic usage explosion; • still memory as memory consumption is cumulative. MU, ACMR, ONTO, CAMT, etc. • power generation, supply, distribution, and management. ASMC, PSIX, POWL, etc. • edge computing from chips on device to computer providers with existing edge services. CRWV, NBIS, FSLY, DOCN, etc. Not financial advice. Education purposes only. Happy Hunting - Adam

Shoddy-Foundation-24

FSLY is tied up alot to tmrw earnings. If MSFT goes up fsly goes 🚀🚀🚀🚀

Shoddy-Foundation-24

$FSLY all in

National_Ebb_7759

Coming from someone who bought SATL at $1.90, BZAI at $1.05, HIMS at $15, FSLY at $9. Wanted to also buy MXL for a while but regret not jumping in at $18. DYOR

A_Dragon

Charts man. I think it started with AAOI making a big move, then you look into the stock, and identify what themes it might belong to, look for other stocks that might share that theme, look at their charts and any similarities or relative strength. That’s part of it, there’s more to it and it’s often different with every emerging theme, but I’d suggest looking into trader lion or investors underground they often have people that talk about this type of stuff. Right now, for example, we could have an emerging theme in edge networking given how FSLY has moved. We’ll have to see how other stocks in that potential theme start shaping up but I wouldn’t be surprised to see something like Cisco on that list soon.

Itchy_Election_5327

can a generous whale short squeeze FSLY T.T

Itchy_Election_5327

should've bought spy calls instead of FSLY calls FUCK- was going for a high beta play but it decoupled and now im down 8k-

Itchy_Election_5327

last dip for FSLY- we heading to 30+ today. shift from ai software > infastructure is here. just follow the big money lel

Itchy_Election_5327

FSLY and BIRD going off

Itchy_Election_5327

anyone holding FSLY calls?

Asleep-Strike4978

Well! That’s how I became long-term investor in $FSLY $Z and $TTD

Itchy_Election_5327

our next pump is FSLY pls look into it

Status-Net2947

Opinions on FSLY?

jlw993

Tempted to buy that crazy FSLY dip

downtownmiami

Long $FSLY - 1000 shares @ $6. Edge computing is gna eat everyone’s lunch

jugwhatever

Wednesday: buy FSLY and sell calls for a 30% margin of safety.  Two days later: FSLY down 30%

Possible-Pirate9097

I got wiped out buying the drip on FSLY ffs Moved all my APLD 0DTEs to it as well 🥲

jlw993

FSLY getting absolutely slaughtered NET PANW SNOW DDOG NOW CRWD DOCN

muffateer

DCA into FSLY. That's about it. Maybe make a move into NVT but I am comfortable where I am at currently.

unwanted_hair

A youtuber recommended this stock a couple weeks ago along with AKAM and FSLY - they are all dumping.

Sufficient-Aide6805

FSLY, huh?

callsonreddit

!banbet FSLY +4% 7d

callsonreddit

Lend me the strength of the All-Fathers !banbet FSLY +4% 7d

Locke_____Lamora

PL, AAOI/LITE, FSLY are all nuts right now too

ResidentPack4103

FSLY will make you rich boys

Metacog_Drivel

FSLY to 35

ResidentPack4103

MU FSLY CRDO...if you like 💰 bby boy

Possible-Pirate9097

Thanks! Yeah I think DGXX will recover and really like Nebius too. Have a look at posts by the user retiredportfoliomgr on reddit - I found out about him because of BW getting a contract with APLD (he was/is big on BW) but he has good writeups on NLST. I like GLXY too. If you're buying shares, you won't go wrong. Ones I'd keep an eye on for the short term are FSLY, UCTT, BKSY (like you said), KOS, MU, WDC and BW.

Revfunky

April is typically one of the best months of the trading year. April is where we reap what we have sown. You don’t win by sitting in the sidelines. I will say this, the market is more predictable than people think. Ultimately you need a strategy or you are just another bloke. The odds of you timing it are slim to none. Name the best market timer in stock history, I’ll wait. And I didn’t read any actual data in your post, more akin to whimsical prognostications. It’s not your fault and I’m not attacking you. Maybe you should sit this one out until you are ready to put some skin in the game. Is NKE a buy at this level? FSLY doesn’t seem to care about the rest of the market. SGOV, gtfo. This is a stock subreddit, or at least it masquerades as one. You said it yourself, you know timing the market is dumb. I am seconding that motion.

Revfunky

I don’t see a trade set up I like, not when you compare it to a FSLY, for instance. I don’t see bullish. I see a downward power channel below the point of control. You have all those buyers on top of you. I just don’t like it. If you don’t like the chart zoom out and see how it looks. Ultimately you need a strategy to bolster your hypothesis.

ResidentPack4103

CRDO FSLY VRT my boy

Bitter_Tea442

FSLY moon mission is a go.

trsx5

Uh... $FSLY ??

great_pyrenelbows

That's why I invest in TEL, NET, FSLY, AKAM, etc.

callsonreddit

If you don't have FSLY you are missing out

Metacog_Drivel

FSLY looks like it could be another great turn around story similar to CVNA, APP, etc.

Metacog_Drivel

FSLY looks like it could be another great turn around story similar to CVNA, APP, etc.

Bitter_Tea442

FSLY continuing the moon mission after a few days of delay.

gcardy

I got caught bagholding FSLY in 2021. It was the largest loss in one of my accounts for almost 4 years. Hoping/thinking that it would eventually recover, I have been DCAing since and waiting for enough of a bounce to get out close to even. The stock has been getting shit on for the last 2 years despite mostly meeting and sometime beating estimates. I nearly sold it all 6 months ago and was ready to move on. Glad that I was talked out of that. Planning on selling 20% of the position to cover my initial investment and then let the rest ride. https://preview.redd.it/rb3z9oxnrerg1.png?width=2354&format=png&auto=webp&s=0ee9a0431d90bd933ea4ce76d4520a75b2243848

Metacog_Drivel

FSLY is a safe haven stock, confirmed.

ersevni

Has anyone been watching FSLY? I bought a bunch of shares in 2024 on a whim for reasons I can barely remember and it just traded sideways until suddenly 3 months ago they crushed earnings and now im up 300+% It's gone up so much its starting to make me nervous

Bitter_Tea442

FSLY made new local highs and is up another 5%.

ShroomGrown

$FSLY is unstoppable, and I sold at $18

riskybagholder

Been also looking for a position in FSLY to short it but the stock is too dangerous so I stayed away… I wait until the chart double tops and loses volume