Reddit Posts
Is this actually an AI bubble burst, or just macro repricing?
Forget the Picks and Shovels. Buy the Dump Trucks. $UIS
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 17, 2026 📈 📉
Thoughts on Clouflare (NET) after OKTA,CRWD and ZSCALER pops?
Is it worth trying to use AI to make plays?
$XPEV is Unitree’s biggest competitor. Asymmetrical Bet.
$XPEV £1.2m YOLO - Unitree went up 600% overnight. Xpeng their biggest competitor.
Xpeng an asymmetrical bet here with Unitree IPO 8,000x oversubscribed
$XPEV £1.2m YOLO - Unitree IPO coming up, 8,000x oversubscribed and Xpeng will get re-rated.
Pre-Market Gainers and Losers for Today (August 7, 2026) 📈 📉
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
The math behind the $3.5 Trillion Musk Bubble is absolutely cooked
The math behind the $3.5 Trillion Musk Bubble is absolutely cooked
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
HOW TO NEVER LOSE MONEY (WSB HATES THIS ONE SIMPLE TRICK)
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
NO QUESTION ABOUT IT! IM READY TO GET HURT BY SaaS AGAIN!
Viral ASTS post removed by bots
when you realize you bought NET instead of NTAP
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
From $50K to $1 Million Trading Shares (No Options)
I DECLARE BANKRUPCY...ON AWS MARKETSHARE - STOCK MIKE
I sold 135 SPY + 50 QQQ and used the $$$ and $150,000 in margin to short stocks the 1st time and didn't go bankrupt and I have 650 USO.
If you missed the DeepSeek moment last year, don't miss this year's Kimi Week
If you missed the DeepSeek moment last year, don't miss this year's Kimi Week
CL sitting on a mechanical support right now, dealer data shows exactly where price goes next
Citrine Research: Market manipulation or coincidence?
CRWD and NET down almost 10% today because... Claude has a new code review skill
FSLY +91% in February: The Earnings Blowout Signals AI Tailwinds – But Is It Sustainable?
$FSLY AI Beneficiary Trading at a SaaS ShitCo Valuation
IGV $7.7M Contrarian Call: Gamma Floor at 84, Vanna Target 95-100
GMGI .74 cent undervalued .5x of 2025 revenue Proj $186mil
GMGI NASDAQ listed undervalued global reach micro cap trading at .5x yearly revenue
Is it better to roll covered calls or take assignment? (a complete guide, made $80k in 2025)
🦅 CAPTAIN CONDOR JUST PUT $32 MILLION ON THE LINE FOR CHRISTMAS EVE - DOWN ~$22 MILLION IN 3 DAYS!! (SPOILER: HE JUST GOT BLOWN TF OUT!)
PAVS just hit 1bil pre-split volume within 30 minites and 3bil within 60, so let's look at the DD
PAVS just hit 1bil pre-reverse split volume in 30 minutes so let's look at the DD
🚨 FLWS THESIS UPDATE: The Data Is Validating In Real-Time — Here's The Full Picture
🚨 FLWS THESIS UPDATE: The Data Is Validating In Real-Time — Here's The Full Picture
Silver START bullrun and ITRG next bagger30
Cloudflare outage, time to buy NET at discounted rate?
CATX MISSION: insiders buying, new CFO from Wall St, clinical signals + runway → 10x potential (alpha radiopharma hype incoming)!
Why the bubble narrative is a generational GOOG buying opportunity
Industry Catalysts + New Research on GLXY
Industry Catalysts + New Research on GLXY
Markets are at record highs. Which growth stocks still have room in H2 2025? Here are 5 with surprising data
Any shot Cavvy(Cvvy.to/ptoaf) a 50x?
Curious what do you all think about cloudflare (NET)
King of "sold too soon" and the dangers of overtrading.
$42,794 (11.2%) Return Over 10 Years Of Poverty-Tier Investing. $85,647 Roth At 45. Our Mortgage Is Our Only Debt.
If the Fed Cuts Rates in Sept: 20% gain in 6 months (60/40 Banks/REIT)
If the Fed Cuts Rates in Sept: 20% gain in 6 months (60/40 Banks/REIT)
Huge potential growth for Cloudflare?
ASTS BLUEBIRD B2 SATELLITE LAUNCH DELAYED TO NET 2026
“Patience is essential for trading. When there is nothing to do, do nothing.” – Jesse Livermore
SEI — THE MICRO-CAP POWER SLINGSHOT THAT’S GONNA RAW-DOG THE AI BOOM 💥🚀🌖
SPCB: $20m market cap, $17m cash on hand, $4m Q1 NET INCOME
Mentions
I myself understand that but I myself am also not in the same stage of retardation like you are: literally, with what: cash? He doesn’t have cash, that’s not what his NET WORTH is. Selling assets? He bought Twitter using Tesla stock as leverage, it literally can’t get below certain point otherwise Elon joins the rest of you retards. Again: With what would Elon musk buy these “small” players?
Making shorting harder sounds good in theory but it will just make the dumping and deleveraging worse. The whole reason many funds go >100% Gross long is because their short book reduces NET exposure. Making shorting harder and more expensive means less shorts which also means less longs. Less leverage -> forced selling.
Have you ever taken an accounting class? NET INCOME is literally what they can put in the bank. Operating Income is negative as well. They are not making money no matter how you look at it from any GAAP perspective. If you are trying to say that their gross sales are high, that is accurate. They are selling a lot, but that doesn't matter if they are spending more than they sell.
NET bagholders are almost in as steep of a cognitive decline as the founder
Nice quarter from Cloudflare (NET) "The third quarter was Cloudflare's best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year. We accelerated growth, delivering our fastest revenue growth in nearly four years, while expanding profitability," said Matthew Prince, co-founder & CEO of Cloudflare. "We have built the development platform for the AI-powered Internet—and as digital threats escalate, organizations of every size continue to rely on Cloudflare for protection. Our engine is firing on all cylinders, and we've found an even higher gear for this next phase of growth."
invested in NET and FROG...shit is killing it AH, thanks
God bless you NET for saving me
ohhh, snooping. I mean, you can look at the AH screen for FROG, NET, IREN, ABNB, and more...but whatev doltie
It quite literally is. Lol. ABNB, FROG, NET, IREN, IONQ, MP
I feel like there are going to be a lot of surprised NET bulls tomorrow morning.
NET tryna be the next 1000 forward PE stock 😂
Damn should have bought some calls with my NET premium
Holy shet NET perhaps there is hope for my port yet
Opened Today November 5th - Calls: AAOI • WK - Puts: IONQ • FROG • IREN • MCHP • AOSL • NET
ABNB and NET earnings...got my crack pipe redy and slippers on
bought NET puts and MRNA puts, am I stupid
What's the play on CrowdStrike $NET? It's down 30% in the last month, thinking about buying shares for earnings today
It's been pretty telegraphed since institutional traders and Wall St aren't even hiding that they're buying/selling upon getting insider info. Look at APP's volume spike rally 3 days before the stellar earnings came out, it was literally going down 62% on the 3 mth chart and was down 18% until the rally started. I have a few more examples but you get the idea, don't seem NET is going up after earnings considering the selling has only been increasing. Their biggest problem last earnings were elevated capex, negative net income, and negative net profit margin. Highly doubt they resolved it so soon by current quarter, though I'm happy to be proven wrong since I'm gambling 20k on atm straddle, with more calls than puts
how many people think that NET can fall 20% on earnings after falling 10% today and 34% this month?
Selling some weekly NET 220Ps, feel free to turn me to a long term investor bears
Staying tech, just avoiding ai. TSN, NET, AMZN, only shares for now. Not advice, just banter.
NET about to report earnings after this clusterf@ck
$NET is plunging down even before the earnings 😭
what y’all think CRWD and NET?
Calls for NET earnings? 🤔 It's way down
pick up some NET and just wait till tomorrow
too late to get into security stuff like CRWD FTNT NET?
Cloudflare NET shares looking juicy rn
# AT LEAST AS MUCH AS BEARHUNTER’S NET WORTH x -1
\*APPLE 4Q NET SALES $114.48B (EST. $113.39B) \*APPLE 4Q EPS $2.10 (EST. $1.99) \*APPLE 4Q IPHONE NET SALES $57.58B (EST. $56.54B) APPLE Q4 EARNINGS EPS $2.10 vs $1.99 — BEAT Sales $114.48B vs $113.39B — BEAT iPhone $57.58B vs $56.54B — ABOVE EPS incl. $0.05 tariff refund $AAPL
1 hr ago AAPL PRE-EARNINGS FLOW — Bearish • $17.2M puts vs. $9.4M calls in the displayed flow; put/call ratio: 3.79. SHORT-DATED FLOW: • 11/4 downside buying across $320–$330 puts. • Bulls also buying 11/4 $335/$340 calls and 11/6 $357.50 calls. NET PREMIUM — −$45.54M • Net calls: −$30.2M; net puts: +$15.4M — call selling and put buying dominate. NOTABLE FLOW: • 1/15/27 $325 calls: $754.5K at ask. • 11/4 $335 calls: $425.9K opening sweep. • 11/4 $330 puts: $234.5K ask-side sweep. GEX: • Largest visible positive: 1/15 $380 (+$67.4M), followed by $350 (+$59.4M). • Largest visible negative: 11/6 $320 (−$44.5M) — potential volatility pocket below. • Gamma flip: $345 — shares remain below it heading into earnings. 👀
1 hr ago PLTR PRE-EARNINGS FLOW — Bearish • $5.9M puts vs. $3.2M calls in displayed flow. • Put/call ratio: 2.35. SHORT-DATED FLOW: • 11/6 put buyers active across $160–$175 strikes. • $427.9K into $175 puts vs. $135K into $200 calls. NET PREMIUM — −$14.38M • Net calls: −$15.3M; net puts: −$866K. • Negative call premium drives the bearish tilt, despite some net put selling. NOTABLE FLOW: • 11/6 $175 puts: $427.9K ask-side sweep. • 11/13 $170 puts: $153K ask-side sweep. • 11/20 $160 puts: $132.2K at ask. GEX: • Largest visible concentration: 12/18 $160 (−$7.5M) — potential volatility pocket below. • 11/6 $195 (+$4.9M), 1/15 $200 (+$4.4M), and 11/6 $187.50 (+$4.1M) — positive gamma overhead. • Nearby $180 carries negative gamma across the November expiries shown.
NET yolo. Cybersecurity just getting started
\*ANTHROPIC 3Q NET LOSS $23.3 BILLION VS. $12.1 BILLION Y/Y Lol
Calls: PLTR -> ANET -> ARM -> LITE Puts: AAPL -> AMD/UBER -> NET
New fed consumer finances survey just came out. It’s kwar so there’s no source more authoritative than this. Household NET WORTH data. Nearly 2/3 households have over 100k, the median is 215k, 33% have over 500k, 22% have over 1m, 5% have over $5m, the top 1% is over $16m, and there there now more than 250,000 households with over $50m and over 100,000 with over $100m. Even without the tales that means that the VAST majority have over 100k and MORE than half have 200k+ and 1 in 3 have 500k+. Tell me again how everyone is broke like Reddit says they are? Data from THE FED proves that wrong. Povertyfinance is gonna freak out when they find out they’re really in the bottom 5% of the population.
I wish it was 25B. 🤡🤡🤡markret it's now 17B. 17B WITH FUCKING 1B NET INCOME PER YEAR AND STILL GROWING. FUCKING UNBELIEVABLE
Really wouldn't go 25 years. In this environment, it's difficult to have a clear view of 5 years out. If you say "this is a 25 year thing" and things start to go South in a few years, you're not going to pay attention/re-assess as much as you should because you've convinced yourself that it's a very long-term play. I owned TTD starting in 2017 and did very well for 3-4 years. Was my largest holding at times. Stock could do no wrong, many quarters where it was up 20-30% after. Got out in 2021, traded it a couple of times briefly after but a couple of years ago it was clear that the story had changed and said in posts on here trying to call the bottom that I was negative. I didn't forsee the stock getting quite as obliterated as it did, but it wasn't the story that I really liked several years prior anymore and I didn't see a path for the company that would change that. You have to keep re-assessing, not just go on "it's long-term" or "look what it did before." I like NET and TWST as long-term stories but wouldn't be buying more here. Have a small position in AUR. HTFL is another growth story addition in recent months. I've added some growth stories in recent months but overall have taken risk down some and looked more for solid, dependable stories and buffer like alternative funds. I will always probably lean growth-oriented but there's times when "what's the next 10x/big thing/etc?" is less of a priority.
NET earnings next week might kill the cybersecurity play on top of all the red this week.
well just watched my $NET gains evaporate 11% even though their earnings are next week
AI only prolly gonna belp closed Languages like programming; so go fukcking long on $NET
mag 7 is roughly 35% of sp500, none of the companies have debt over 2 year NET INCOME
Googles NET profit THIS QUARTER was 26 BILLION.
-10% crash AH because cap x? That's bullish AF with their Gemini growth. Reminds me of the NET CloudFlare panic during their earnings when they said they were laying off staff and pivoting to AI and look at where they are now.
Took a fat nap. Other than the $GOOG and $NET meltdown, did I miss anything?
NET is going to $400 🚀
The most boring port; BRK.B, MSFT, NET, OIH, XLP
"SK HYNIX Q3 OPERATING PROFIT 83.3 TRLN WON, ABOVE THE LSEG SMARTESTIMATE OF 76.7 TRLN WON, WITH REVENUE 104.6 TRLN WON, ABOVE THE ESTIMATE OF 98.3 TRLN WON, BUT NET PROFIT 39.5 TRLN WON, BELOW THE ESTIMATE OF 55.4 TRLN WON" They have net profit bellow expectations, kinda makes sense that it takes a hit
ROBINHOOD MARKETS Q3 EARNINGS EPS $0.51 Revenue $1.42B vs $1.44B: BBG Adj EBITDA $808M vs $765.5M — BEAT Net Income $476M $HOOD \*ROBINHOOD 3Q EPS 51C, EST. 56C \*ROBINHOOD 3Q NET REV. $1.42B, EST. $1.44B \*ROBINHOOD 3Q CRYPTO REV. $120M, EST. $114.1M $HOOD
NET is going to $400 🚀
COCA-COLA Q3 2026 EARNINGS - NET REV: $13.4B - COMP EPS: 91C (EST 88C) - ADJ ORGANIC REV: +7% (EST +4.3%) - PRICE/MIX: +1% (EST +1.99%) - UNIT CASE VOLUME: +5% (EST +2.98%) - CONCENTRATE SALES: +7% (EST +2.53%) - COMP OPER MARGIN: 32.9% (EST 32.6%) - RAISES FY GUIDANCE - FY CAPEX UNCHANGED - SEES FY COMP EPS AT LEAST 11% SAW 9% TO 10% We all should have just full ported KO in jan
Is someone betting against $NET or $CRWV?
I still don't get the 14%+ short interest on $FSLY nor how it trades down here... It's as if the stock broke after its IPO It trades like a value stock... 5x's revenues yet its growing 20%+ If $FSLY was valued like $NET it's a $200 stock Maybe one day... for now its over its 50dma with $30 up next...
NET calls maximum printage
Anthropic operating at a NET LOSS OF 100mn per quarter. go buy calls on Tech
NET LOSS 80 BILLION :kek: :clifford: :kek: :clifford: :kek: :clifford: :kek: :clifford: :kek: :clifford:
I’m long CRWD and NET so take this with a pinch of salt. Arora didn't say cyber is a commodity. He said customers won't keep stitching together dozens of point products, so platforms win. That’s exactly what you’d expect him to say. The pitch of his company is basically that. It’s even more relevant given that PANW just closed a $25B CyberArk deal. Also, as others have said, he didn't sell $200M. He signed a prepaid variable forward: about $147M upfront for up to 500k shares delivered in October 2029, keeping ownership and votes until then. $201.4M is just the filing value of those shares. On the substance of your point, commoditisation shows up as falling prices, shrinking margins and customers leaving. In that context, let’s just reflect for a minute on the back that CRWD’s last quarter had record net new ARR (+51%), better retention and higher subscription margin. Defender has been bundled into Microsoft's enterprise licences for years, and CRWD’s compounded anyway very nicely. Arora's own line is that AI-driven attackers get in and out in under 12 minutes while defenders take days. In other words, he’s arguing for the best *detection* not the cheapest bundle. I have no comment on the chart. Doesn’t really matter to me as a LT holder. Wasn’t shaken out my the SaaSpocolypse. Not gonna shaken out by ‘technicals’.
Same, i was holding GOOG and AMZN, but decided to divest and just hold MSFT as I believe we'll have a bit of an economic contraction here soon and B2B companies like NET, and MSFT will weather it just fine.
Nice. We'll see my $NET continues to hold up, bullish cyber security with advent of AI. I'm with you on energy with $OIH.
Loaded up on some more $MSFT and $NET...
NET is going to $400 🚀
When you mention specific stocks or sectors, this sub tends to focus on attacking or debating those specific picks rather than engaging with the broader point. The goal of this thread is to encourage open discussion. I’ve found that naming names often derails the conversation, so it’s better to leave them out and keep the discussion focused on the bigger picture. If you want a sector. [There was a news story not mentioned on this sub for whatever reason US banks are blocking third-party AI agents access to customer accounts] That seems very bullish for cybersecurity stocks. But if you go CRWD/NET a buy you at risk of being shut down with valuation talk.
Saas is now turning into the bubble while hardware tanks. CRWD, NET, PLTR, DDOG, etc. all pumped to the max
$NET to the moon!!!!!
DPRO, NET drone swarms and network security
Pro tip Launch is currently NET 11/8 for starship 100% this far out, it’s going to slip at least a day. Rockets rarely make the exact date unless the prediction is less than a week out Normies going to say “WHAT?! DELAY?!” And sell. You want to sell before they do and buy before launch
Claude told me ti buy calls on QNT and NET last night... I think my agent is almost ready to start actually being listened to.
fair, if slc40 is that packed it makes sense they can't lock a date yet. would still be nice if they just gave a NET month tbh
I am thinking calls on KEEL , NET, or some $70 lottery tickets on OKLO for tomorrow
Very (**very**) simple example - No scaling brackets, no credits, etc. Just basic as shit: \- You earn $100,000 \- your tax rate is 30% Without any donations/deductions = you owe $30,000 in taxes Therefore, your **NET INCOME FOR THE YEAR IS $70,000** \- Good so far? \--- Now, Let's say you donate $50,000 to charity and receive a 1:1 deduction as you said. So, now you do **NOT** owe taxes of 30% of that $50,000 that you give away \- you earn $100,000 \- you donate $50,000 \- your tax rate is only 30% of $50,000 = $15,000 Hooray, you have saved $15,000 in taxes! But, oh wait, you have to give away $50,000 Therefore, your **NET INCOME FOR THE YEAR IS $35,000...** So... just to be clear, $70,000 is your income without any donations. And $35,000 is your income with the $50,000 donation. Which annual net income seems higher to you?
Yup, complete waste of money. Recently, I started using AI to vibe code what are basically compiler plugins([.NET Compiler platform SDK API](https://learn.microsoft.com/en-us/dotnet/csharp/roslyn-sdk/) it you're interested) that apply refactorings to the entire codebase. AI-generated parts of PRs are now typically under 500 lines and they can be reviewed for bugs, while massive changes applied to the source are deterministic and simply rely on the correctness of the plugins instead of having AI to burn through the endless amounts of tokens to fix the same issue across thousands of files and hallucinate along the way.
Maybe just love that you are making 120K a year NET and DO NOT FUCKING GAMBLE In fact, SEEK HELP FOR GAMBLING ADDICTION
Best: Cloudflare (NET) Worst: PYPL, RDDT (screw you Jen Wong!)
Taking a big GUH on NET and CRWD
Sir this is a casino. 🎰 With all seriousness, what is your tax bill gonna look like and what is your NET worth if you don’t mind asking bc even the huge net profit I would sweat just thinking about daily P/L.
Bought put options on NET and PANW and expiring today.
Most cybersecurity stocks right now are trading at absurdly high multiples. CRWD, RBRK, PANW, NET, and ZS for example are all priced for more than perfection. They'd still be expensive even after factoring years of growth in sales and even increases in net margin.