Reddit Posts
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
$NET pops over 10% on revenue beat, slight earning miss
Just in: Baillie Gifford Portfolio disclosed its trades for Q1 2025
🚀🚀🚀 DEUTZ vs RHEINMETALL: WHICH GERMAN AUTIST PLAY WILL LAUNCH YOU TO THE FUCKING MOON? 🚀🚀🚀
Perspective Therapeutics (CATx) a targeted cell cancer Company is up to something big and Insiders are buying.
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
Mentions
NET and SHOP are solid plays as well.
Just solld 22.May short puts on INTU. This dump is insane. Just like the NET sell-off. Already up 10% in my NET position
The NET? That's the one with the email, right?
You know cyber... It's that thing on the NET
NET looking like it wants to fully retrace that layoff dump
Looking at NET swing
Contemplating about selling my NET to free cash for VRT and MU. Anybody who recommends it at current prices?
Yes, but did you know NVDA makes 70 billion NET income per quarter and growing? So that means in 3 quarters they make the entire market cap of Mcdonalds. The money they make sounds like make beleive.
I’m unfamiliar with NET, VGT & VOOG but they have made you a lot of money, wow
yes why would I else tell u? Also NET RBRK ZS SNOW AND MY DEAR NOW. That NOW Leap u bought today, how much u up?
Agreed on META, love CRWD, Long on NVDA and AMZN for reasons mentioned, a conglomerate. Some diversification would help soften any blows. It sucks to sell the ones that made you money but at least pare down a little in tech and just grab a few good names. I am long BTSG because of the aging population and also have some lower beta stuff but I’m 46 so where you’re at you have some wiggle room. Some ETF’s would be good to look at. Maybe ICOP, UFO for space exposure purposes but it also has some diversification into other industries. I really feel like its cybers turn to ramp up. With more good AI will bring advancement in criminal exploitation. CRWD huge moat, NET is cheap looking forward and if you like a few other names, Cybersecurity ETF. Depending on your feelings about crypto that’s also a space where it could potentially boom again. Just my opinion and good luck to you!
I've been in PANW for several days (up almost 10k), easing into NET and ZS... looks like NOW might break out... it had a good day today, so I will probably buy 1 NOW leap call tmrw at open... i think its time. Sold some GOOG to move into software.
I like cybersecurity—I have CRWD and NET. I also like biotech and healthcare—I have JNJ and AMGN. I also recommend you own some of the hyperscalers which are basically ETFs since they have so many different revenue streams (GOOGL, AMZN and MSFT). I don’t own META out of principle, they’re addicting a whole generation, limiting their attention span and ruining their self esteem.
Emphasis on money printing. If you look across all ETFs there has been almost $40B in net inflows over the last 5 days across the top 100 largest ETFs that trade on US exchanges. That is NET so $40B of new cash has been deployed in the last 5 days essentially. $100B over the last 20 days. Not sure where that is all coming from
So the top 100 ETFs have received nearly $100B in NET inflows over the last 20 days (includes fixed-income and international ETFs also). Where did the $100B of cash come from ? Is there just a bunch of people sitting on cash that are just now deciding to invest??
Important part that you point out is that there isn’t much “new money” because guy you are responding to didn’t really answer OP. I took OP’s question as asking where is all the new money coming from. All of those sources require people to invest and not many of those sources (I.e. hedge funds/ asset managers) have been sitting on a pile of cash that they just decided to deploy over the last few weeks. But the thing is, there has been a lot of “new money” coming into the market. The 100 largest ETFs (including fixed income and international ETFs) have seen over $92B of NET inflow over the last 20 days. So where is that money coming from?
I understand your point of what the market price in. The market indeed price in a HIGH decrease in NET GAAP earning to price the stock at a 3.85 PE. This is where I **strongly** disagree; If Capex forecast is much lower, phone buisness continue rising, and Cable upgrades (that is very late compared to peers) offsets on a short term the internet consumers loss, i disagree with the market pricing a stock at a 3.85 PE when the foward PE isn't higher at all considering these metrics affecting NET GAAP results
On the one hand I have ANET calls which are mooning nonstop, but I also have NET calls, which are at the dead bottom even with the market recovering
Companies get punished for using AI (DUO and recently NET) but companies that develop AI everyone loves. lol I don’t get it
https://preview.redd.it/fxkxc3rsom0h1.png?width=1887&format=png&auto=webp&s=10512ef597f5fac76e356eec71a83fce0cb9780c LOOK AT THAT NET INCOME!!!!
I like NET, but 300 by sept is a stretch! I'm stuck in a CSP for June so I'm hoping it shoots up as well, but who knows. I wouldn't mind getting in leaps, Jan or March 2027 but the contracts are expensive af
The full $9000 loss offsets your $9000 of your gains, so you don't need to worry about the "$3000 limit". The $3000 limit comes into play if you have NET losses. So if you didn't have any capital gains at all, and you had a $9000 capital loss this year, you can apply $3000 against your ordinary income tax every year. You can also carry forward losses, so in that case if you again had zero capital gains the next two years, your losses would offset $3000 in ordinary income tax for two additional years. But if you have $33K gains and $9K losses, you actually have net $24K gains. That ($24K) is what you pay taxes on.
Nah, you're fine. I just checked today and NET is flat premarket. Its all better for real this time.
Yes the USA is the biggest producer also the biggest consumer and is a NET IMPORTER of crude oil. Yes the USA imports more than it exports. Also its refineries are not set up for the type of oil it produces so it’s still dependent on imports to produce fuels. Go ahead and fact check anything I said including shortages by summer. Trump claimed energy independence, I swear his asshole is jealous of the bullshit that comes out his mouth.
Ya I saw the 20% drop on AKAM NET FSLY No one talked about it anfd they fully recovered in 1 month
Of course I sold AKAM last minute and bought NET which dropped 23% Anyway, I think AKAM is worth adding to watchlist as companies may see them as AI play
Why NET drop 20% when layoffs good?
That NET OPERATING LOSS OF $405,000,000.00 IN ONE QUARTER could have built a ballroom
if NET were to dump another 20 percent, maybe that. Maybe Z Scaler if it drops some more
I'm pretty much the same, I've missed all the big plays but managed pick up NVDA for cheap earlier this week and NET today so I'm chilling
This is a top tier post. I agree with the smaller names, own IOT, DDOG, BRZE, APP, U and still like cyber names like rbrk and even NTSK. Watching NET for a better entry.
I think I missed out on MU, but SNDK and NVDA have still been really nice. I can't complain. I snagged a NET long call today, too. Dirt cheap
My story unfortunately. Watch tech moon, barely made much. But I'm on vacation, was barely paying attention. Caught the NET bounce and called it a day
Market might be overreacting to cuts/guide. 20% workforce reduction can actually improve margins long term, and infra demand for NET still structurally strong.
NET down 23%. Only needs to fall another 50% so I can buy.
The issue with SaaS is that they traded at expensive/very expensive valuations for years because everyone loved the SaaS business model. Now that the future is less certain for these companies (not saying 0's like people have bizarrely taken to acting like what's happening, but concerns over future growth rates, etc), there has been a significant re-rating. Are these names actually genuinely cheap, or were they very expensive and now just reasonable (but with concerns about the future, are they likely to get very expensive again for a long time? In other words, has the ceiling been lowered?) I wouldn't look at where these have traded in the past ("what if it got back to that?"-style thinking), I'd really focus on what companies in this sector can you make a very, very strong case for going forward because while these names will find a floor at some point, there will be other headlines in the months and years ahead. So, I think people have to have a very specific thesis and for all the questions about software in recent months on here, nobody's talking about the fact that these companies have been volatile and had similar declines in the past, including the recent past. Nobody cared much when CRM or NOW were down 50% off the top in 2021-2022, but so much interest now that there's a narrative. I have zero interest in CRM (Benioff created a massive company, but he's increasingly turned into a real life Gavin Belson), NOW has never really interested me and ADBE is a no. The stuff that kind of interests me are smaller names (something like IOT, where there are devices and it's not just 100% software) or something like NET (certainly not a good reaction to earnings, but the name had gotten ahead of itself in recent weeks.)
When will they cover on $NET? Close above $205?
so CRWV and NET calls today or nah?
I am serious. I don't think this is a bull trap at all. Record profits and sales have been reported by many organizations. Few organizations have reported bad financials, outside of SaaS slowdowns and highly descretionary consumer products and services. NET is dropping for a reason. People are concerned. They're forecasting a 3% QoQ increase in revenue, which is a slow down. And they still have a loss. And this with Mythos getting very good at security. NET will likely need to lower prices. Stay in software at your own risk.
With stuff like MFST and NET. There is no doubt in my mind to hold and buy more. But SOFI is a bank company that is doing decently well and gaining customers at a good rate. But that can all change. I really messed up buying into the SOFI hype. I’m holding. But I’m not buying any more.
What a drop by NET, too tempting to not buy in this range
It is interesting ANET and NET are tanking at same time. Im buying NET.
Oof cloudflare (NET) down big today buy that dip
Can’t tell if serious or not lmfao. NET is getting beaten down for no reason
NET -25% Cloudflare CEO be like ok we won’t lay off
My RKLB gains offset by NET losses and shorting SPY. Now I'm over here revenge trading hoping to get back to break even like a true degenerate.
Buying CRWV and NET here like a mad man
Spiderman pointing meme in my portfolio as RKLB jumps 22% and NET drops -22% on the same day
NET is one of those stocks that pops back up as quickly as it went down and I’m holding it long term. But it still kind of pisses me off how much it fluctuates. Probably shakes a lot of ppl out.
I was thinking of buying NET calls at open, good thing I didn't.
NET ridic oversold for a beat like that. I’ll take a sale at this price
NET missed, CRWV missed, AVGO & OPEN AI financing snag, oil rises. And the market still go up. THE BIGGEST BULL TRAP
CloudFlare NET green by open?
Just bought that NET Cloudflare dip
Good time to hop in NET?
Cloudflare is laying off workers and switching to AI agents. Who runs these agents in organizations? That exactly what NOW is selling. NET is down because it undergoing a structural change. NOW should go up because it has the product that replaces the laid-off workers
Morning folks, how are my NET 280 calls looking?
Happy to share. Full disclosure though, I'm a beginner who's only recently started dabbling in options. There's definitely luck involved here (as is often the case), but this was based on research into valuation risks. My theory heading into this was that NET looked overvalued with limited room for error ahead of earnings. Key points from what I read: * **Lofty multiples**: Trading at \~28-36x NTM EV/Revenue and 130x+ EV/EBITDA, a huge premium to peers like Akamai (\~4x revenue) and Fastly. DCF models (such as Simply Wall St) often showed it overvalued by 65-119%. * **Analyst targets**: Consensus around $223-$236, not screaming massive upside from recent levels. Some insider selling noted too. * **Growth vs. execution risks**: Strong \~30% revenue growth is great, but questions lingered on gross margin pressure, AI monetization speed, and potential efficiency moves. It felt like a "sell the news" setup if results were good but not perfect relative to the hype. I bought a put mainly as a bet on valuation resetting if guidance or margins disappointed. The actual move ended up being larger than I expected, and the layoffs/restructuring costs obviously became the catalyst after the fact. So essentially, a good amount of research but mainly a lot of timing and luck. This was really more of a learning experience for me. Curious what others were thinking pre-earnings?
Mane this was a mixed bag of stock picks lol. I hope he keep AMD, PLTR, NET.
NET will be back to 250 in 1-2 months?
NET will be back to 250 in 1-2 months?
NET ER and nose diving afterwards validates Ai takeover
Need lakers to save my NET calls
Wait. NET earnings was good b it dropped anyways?
seeing fastly drop earlier i had a bad feelings about NET so stayed away. should have bought puts lol
NET puts were free money after FSLY dumped, should’ve gotten puts
I went short NET, CRWV, COIN, AFRM, RKLB, RCAT before close. Affirm and rocketlab may be toast but I think the puts still have a chance with these reversals.
rip NET. Imagine laying off workers and the stock craters instead of going up
Anyone have puts on NET holy shit
Hope NET falls to 150 so I can buy a good stack
Woot, bought puts on $NET 3 minutes before close. Cha-ching!!!!
Lol, this market is ridiculous, unless you are a Semiconductor stock (in which case, stock flies if you just make up some ridiculous 2030 forecast): $NET (Cloudflare) down 16.6% • Revenue $640M vs Est. $623M • EPS $0.25 vs Est. $0.23 • Operating Income $73M vs Est. $72M • RPO $2.54B vs Est. $2.61B FY26 Guidance: • Revenue $2.81B vs Est. $2.79B • EPS $1.20 vs Est. $1.12 • Operating Income $420M vs Est. $382M \----------- Cloudflare is the company that provides "prove that you are a human" check PLUS dozens of other services
Last minute i sold AKAM and bought NET..
NET nooooo. My calls are getting rekt.
Been swing trading NET, sold most at 212. Watched it go way up (why idk). Where's it going to land after hours
Did not risk holding calls after that ER for $NET. WHEWWW
Damnnn NET! Almost a $50 drop AH
Cloudflare - NET Q1 EPS $0.25, Est $0.23 Revenue $639.8M, Est $620.83M GUIDANCE: Q2 2026 EPS $0.27, Est $0.27 Q2 2026 revenue $644-665M, Est $666.1M FY2026 EPS $1.19-$1.20, Est $1.13 FY2026 revenue $2.805-2.813B, Est $2.79B
NET with the casual 25% drop
Yes I bought AAOI NET RCAT calls