NET

Game3k

If you’re not invested in cybersecurity in 2025, you’re leaving money on the table. $NET $CRWD

Individual-Habit-438

The monarch butterflies that migrate to Mexico each winter were tariffed, and then deported. BUILD THE NET they cried

Meccaforcats

NET calls 🙏

virtual_adam

I don’t think people are following my chain of thought Apple reported a net profit of 36 billion for 1 quarter yesterday If you want to ignore people trying to beat tariffs, they reported 33.9 billion dollars NET PROFIT, in just 3 months, in the same quarter last year Apple also announced yesterday they expect to pay another $900M next quarter in extra taxes (tariffs ) Let’s separate a company that makes 1 billion in profit every 3 days, having to pay $900M in taxes over 3 months, which is totally doable, with the fact not beating expectations will crash your stock temporarily Apple can be as profitable as making $35B profits after tariffs next quarter, or 34,30 whatever. Their stock might get punished but it doesn’t make their company non profitable.

shmoopdoop6969

NET has been good

Artistic-Way618

NET call, DOCN puts

fre-ddo

NET revenue jesus..well I'm glad I use redreader that has no ads and duckduckgo blocks them from getting my data , other than my regarded posts that is.

gnanwahs

Amazon didn't beat shit, missed on guidance Q2'25 Guidance: *AMAZON SEES 2Q NET SALES $159.0B TO $164.0B, EST. $161.42B *AMAZON SEES 2Q OPER INCOME $13.0B TO $17.5B, EST. $17.82B

GoZukkYourself

AMZN earnings out *AMAZON 1Q EPS $1.59, EST. $1.36 *AMAZON 1Q NET SALES $155.7B, EST. $155.16B

Game3k

Cybersecurity stocks like $CRWD and $NET will make millionaires in the near future

Game3k

Yolo on $NET Cybersecurity will be the winner of 2025

inlyst

I think if you’re getting closer to retirement, you’ll probably want good yield. For people who meet the accredited investor standard, the best fixed income alternative right now I’m seeing has exceeded NET 10% returns for over 5 years, to give you an idea of risk profile. Very safe, reliable and steady cash flow. I.e., invest a million, receive $100k in distributions, paid quarterly. That is the kind of fixed income I strive for, outside of the stock market. You really don’t want your fixed income investment to correlate with the stock markets, as we’ve seen, volatility is back. The investment vehicle is called “short duration real estate debt”. In many up and coming markets, experienced residential builders need private capital for their ground-up construction projects. These are bank-ready developers, but many banks have pulled back from short term lending. A debt fund will provide the capital. It’s “short duration”, typically between 3-18 months terms. When developers pay the interest, investors receive dividends (quarterly payouts). Unlike commercial, which requires longer lockups and longer market cycles, exposing investors to greater risk, residential housing, especially in up and coming markets, is a better investment. In terms of downside protection, these loans are not mezzanine, they are FIRST POSITION, senior loans. Investments are spread across projects, mitigating risk further. I’m aware of some fintech types of companies that offer this, but the returns aren’t 10% net of fees. They are focused on scaling more than strict underwriting. The firm I recommend is old fashioned and has grown the business through relationships. They’re currently managing $65 million, and the biggest problem they have is that they don’t have the capital to meet the demand. The fund is outside of Philly, in Bucks County which has been going through a kind of Hampton transformation. Cornfields are turning into housing. Bradly cooper recently bought a farm house, etc. I don’t want to post links all over the place in case that’s not allowed but happy to share more if DM’d.

Game3k

$NET is going back to $180

Game3k

Cybersecurity will be the winner of 2025. Buy $NET, $CRWD, $PANW

FECAL_BURNING

I mean, I don’t disagree some people are price gouging, but in both these scenarios you’re not talking about commerce as a business. For the shirts, the primary business presumably is the camp, and for the barber, the primary businesses presumably is the barbershop. In actuality, a 15% NET profit is considered decent for certain industries, so that means that all overhead would have to squish into the 5% remaining which means he would have to do absolutely insane volume to make it worth it. In real life, a 40% to 50% markup on individual items is kind of standard and nothing greedy in the larger context. It’s the 1500% markups that get me.

AliveTank5987

Fact-Checking Trump's Tariff Claims Trump claims his tariffs will: 1. ⁠Reduce/eliminate income taxes for people making under $200k 2. ⁠Create "massive" jobs with new factories 3. ⁠Be a "BONANZA FOR AMERICA" 4. ⁠Create an "EXTERNAL REVENUE SERVICE" Reality check from economic experts: • ⁠Tax cuts? NOPE. The Tax Foundation estimates Trump's tariffs = ~$1,300 tax INCREASE per US household in 2025. Yale's Budget Lab shows tariffs hurt poor families most. • ⁠Jobs? NOPE. Goldman Sachs predicts a NET LOSS of 400,000 jobs. CNBC's Supply Chain Survey found companies will seek low-tariff countries, not build in the US. • ⁠Economic "bonanza"? NOPE. Penn Wharton Budget Model projects 6% REDUCTION in GDP and 5% drop in wages. Average middle-income household faces $22K lifetime loss. • ⁠External Revenue Service? Kinda, but at terrible cost. While tariffs do generate revenue, the Tax Foundation shows they offset over 2/3 of any economic benefit from his tax cuts. Basically, economic experts across the spectrum agree his tariffs would: • ⁠Raise costs for YOU • ⁠Kill more jobs than they create • ⁠Shrink the economy • ⁠Trigger inflation • ⁠Hurt poor/middle-class families the most Don't buy the snake oil.

AliveTank5987

Fact-Checking Trump's Tariff Claims Trump claims his tariffs will: 1. Reduce/eliminate income taxes for people making under $200k 2. Create "massive" jobs with new factories 3. Be a "BONANZA FOR AMERICA" 4. Create an "EXTERNAL REVENUE SERVICE" **Reality check from economic experts:** - **Tax cuts?** NOPE. The Tax Foundation estimates Trump's tariffs = ~$1,300 tax INCREASE per US household in 2025. Yale's Budget Lab shows tariffs hurt poor families most. - **Jobs?** NOPE. Goldman Sachs predicts a NET LOSS of 400,000 jobs. CNBC's Supply Chain Survey found companies will seek low-tariff countries, not build in the US. - **Economic "bonanza"?** NOPE. Penn Wharton Budget Model projects 6% REDUCTION in GDP and 5% drop in wages. Average middle-income household faces $22K lifetime loss. - **External Revenue Service?** Kinda, but at terrible cost. While tariffs do generate revenue, the Tax Foundation shows they offset over 2/3 of any economic benefit from his tax cuts. Basically, economic experts across the spectrum agree his tariffs would: - Raise costs for YOU - Kill more jobs than they create - Shrink the economy - Trigger inflation - Hurt poor/middle-class families the most Don't buy the snake oil. --- Feel free to use or modify this as needed!​​​​​​​​​​​​​​​​

lexbuck

lol no doubt. Somehow my brain would rather avoid making more money in the interest of knowing my basis is lower. 🤦 I’m doing it on NET currently too. Bought at $72. Keeping saying I’m going to buy more because I really believe in its future buuuuuttt… I can’t make myself average up

Game3k

Bullish on $NET. Free money

Game3k

If you’re not bullish on $NET or $CRWD then you’ll miss the biggest winners of 2H’25

GoZukkYourself

TXN Just Released Earnings ⚪TEXAS INSTRUMENTS Q1 REVENUE USD 4,069 MILLION VS. IBES ESTIMATE USD 3,911 MILLION ⚪TEXAS INSTRUMENTS Q1 NET INCOME USD 1,179 MILLION VS. IBES ESTIMATE USD 982.9 MILLION ⚪TEXAS INSTRUMENTS Q1 EPS USD 1.28 VS. IBES ESTIMATE USD 1.07 ⚪TEXAS INSTRUMENTS Q1 CASH FLOW FROM OPERATIONS USD 849 MILLION ⚪TEXAS INSTRUMENTS OUTLOOK Q2 EPS USD 1.21-1.47 ⚪TEXAS INSTRUMENTS OUTLOOK Q2 REVENUE USD 4,170-4,530 MILLION

No_Communication8613

It's not too early. This was just announced today. https://www.globenewswire.com/news-release/2025/04/23/3066719/0/en/Perspective-Therapeutics-Announces-Acceptance-of-VMT-%CE%B1-NET-and-VMT01-Data-for-Presentation-at-the-2025-ASCO-Annual-Meeting.html I want it to dip a bit before I get in.

Game3k

Free money in $NET 🚀

ClandestineGK

NET $409 Million and you want me to pay how much for this shit.

cutiesarustimes2

VERIZON 1Q NET CHANGE IN POSTPAID PHONE SUBS -289K, EST. -185K Guh

zlla-

As someone rooted in East Asian culture, I have witnessed first hand how cultural imperialism has made a majority of Japanese international students in the US, internalize this feeling of superiority. For example, there's a super ugly Japanese chick in my marketing class who rides on the popularity wave of Japan, and people presume her to fit the 'polite' stereotype associated with that culture. She knows she's free riding on the short lived attention, despite having every quality despicable to humanity. Whenever she is around and purposefully laughing out loud to get attention, I think to myself "Wow what an off brand Japanese chick. I BET NOBODY WANTED YOU SO YOU CAME HERE TO THE STATES TO SCORE WITH SOMEONE WHO THINKS YOU LOOK SOME NET IDOL because they can't tell asians apart." Except this time....I was thinking out loud. Oopsy.

JustAddaTM

A quick google shows you the average top 1% in NET WORTH in India is around ~$600K. That is around what it takes to be in the top 3% of yearly earners in the US. Which means the top 3% in the US make more per year than the average Indian is even worth in the top 1%. And the ultra rich of Indians aren’t buying Tesla’s, they are buying Lambos for 400K+. No one is going to buy $40K+ cars.

noplanman_srslynone

Calls on NETS, I'd invest in that. NET probably not...

Dynasty__93

I'm not kidding when I say the only way to make money for now is to watch what DJT posts on Truth Social. If DJT says to buy then buy. The days of fundamentals like PE and insider buying are so gone. Ticker symbols I'm buying up: IPI, MOS (minerals that farmers need and both of these companies are heavily domestic regarding their minerals so no tariff issues - both have other reasons to more than double in the next year) Also I'd suggest buying up gold, silver and copper ETFs. Look into cybersecurity stocks like NET and PANW. Cybersecurity is going to be a huge need in the coming years. Powell will not ever lower interest rates unless we achieve an equal or less than 2% inflation rate for a period of time. Powell does not realize the days of 2% inflation **are gone**. So I could see us, short of having a trade war induced recession/depression, have no rate cuts until well into later in 2025. Even then it is a loose loose because that means the markets have probably slid another 10%. I'm not kidding by the way when I use the word depression. People have no idea our interconnected our world is regarding things. These tariffs, even the mention of them, will have lasting implications. I expect other countries to start trying as much as possible with their closer allies and within their own countries to try to build and farm what we export. There may come a day when we try to rebuild the relationships but that day may not be possible because we will not be seen as a superpower to be trusted again. That and the fact nobody is having kids, people are living longer who are already alive, etc... Yeah the next several decades do not look super positive.

adwise27

HOW DID SHE GROW HER NET WORTH TO 250 MILLION!!!! uh she married a dude worth 200 million *crickets*

Game3k

$NET and $CRWD about to go significantly higher

Background-Phone8546

The AI has become sentient! Calls on $SKY and $NET

Ruszell

Allocate them 10% each - 5% for Palantir and Cloudfare/Tesla. Keep them balanced at those levels - and rebalance back to those level when companies like Palantir, AMD, TSLA, AVGO, NET run up.

livinthegaybearlife

sad but true. Always been an aggressive investor, first year for investing in BND. A little underwhelmed with my returns. Thinking of splitting 50 K between MMF and laddered CDs. Still have exposure to NVDA, MU, NET, Oracle for the longer haul. Some exposure to ABNB and Uber, something I tend to use. Afraid to touch anything in the hospitality industry.

TeflPabo

$JPM EPS: $5.07 (Est. $4.65); UP +14% YoY Managed Revenue: $46.01B (Est. $44.39B); UP +8% YoY Provision for Credit Losses: $3.31B (Est. $2.70B); UP +75% YoY Net Reserve Build: $973M Net Income: $14.64B; UP +9% YoY ROE: 18% ROTCE: 21% CET1 Ratio (Std.): 15.4% Book Value per Share: $119.24; UP +12% YoY Tangible Book Value per Share: $100.36; UP +13% YoY Outlook: SEES FY NET INTEREST INCOME ABOUT $94.5B, SAW ABOUT $94B Capital & Liquidity: Cash & Marketable Securities: $1.5T Average Loans: $1.3T; UP +2% YoY Average Deposits: UP +2% YoY Share Buybacks: $7.1B Quarterly Dividend: $1.40/share; $3.9B total Segment Highlights Consumer & Community Banking (CCB): Revenue: $18.31B; UP +4% YoY Net Income: $4.43B; DOWN -8% YoY Card Services & Auto Revenue: $6.85B; UP +12% Debit & Credit Card Sales Volume: UP +7% YoY Active Mobile Customers: UP +8% YoY Provision for Credit Losses: $2.63B; UP +37% YoY Card Net Charge-Off Rate: 3.58% Corporate & Investment Bank (CIB): Revenue: $19.67B; UP +12% YoY Net Income: $6.94B; UP +5% YoY Investment Banking Fees: $2.27B (Est. $2.34B); UP +12% YoY FICC Trading Revenue: $5.85B (Est. $5.99B); UP +8% YoY Equities Trading Revenue: $3.81B (Est. $3.18B); UP +48% YoY Securities Services Revenue: UP +7% YoY Markets Revenue: $9.7B; UP +21% YoY (Record Equities Performance) Asset & Wealth Management (AWM): Revenue: $5.73B; UP +12% YoY Net Income: $1.58B; UP +23% YoY AUM: $4.1T; UP +15% YoY Client Assets: $6.0T; UP +15% YoY Net Inflows: $90B Higher asset-based and brokerage fees supported growth Corporate: Revenue: $2.30B; UP +5% YoY Net Income: $1.69B; UP +150% YoY Includes $588M gain from First Republic-related asset sale Expense fell sharply due to reversal of FDIC special assessment

smart_doge

^(Average LinkedIner attends a conference in some random venue) Next day on LinkedIn NETWORK DEFINES THE NET WORTH

AugusteToulmouche

EVERY BEAR WHO WAS TALKING MAD SHIT YESTERDAY CLAIMING “I GOT OUT YESTERDAY” OR “I AM STILL UP NET” SURE BUDDY BUT I SAID MEDIUM FRIES 

KarlLachsfeld

AT CLOSE, HANG SENG INDEX UP 0.68%; HANG SENG TECH INDEX GAINS 2.64%; SOUTHBOUND NET BUYING VIA STOCK CONNECT REACHED RECORD OF HK$35.5 BILLION Tank Seng propped up by huuge inflow of Mainland money.

Dependent-Basket5604

Listen. None of this is smart. Look at the last 40 yrs of history & try to see what obvious. Reagan-Recession Bush Sr- Cont Recession Clinton-Balanced Budget/economic boom/budget surplus after leaving office W.Bush-Recession after using 9-11 that HIS ADMINISTRATION BUNGLED IN THE FIRST PLACE to completely inflate the defense budget again. Obama-Pulled us out of the great recession, handed over an economic boom to Trump Trump- rode the wave until as much as he could & right when economists were warning of a recession by the end of his first term covid hit. He then proceeded to add $8 trillion in additional debt to a $24 trillion debt that TOOK 70+ YRS TO ACCUMULATE. IN 4 YRS HE ADDED 33% BASICALLY TO WHAT TOO THE COUNTRY 70+ YRS TO ACCUMULATE. HE ALSO ADDED AN ADSITIONAL $3 TRILLION DEFICIT MEANING IF HE WON IN 2020 HE WOUODVE ADDED $3 TRILLION TO THE DEBT EVERY YEAR FOE AN ADDITIONAL $12 TRILLION MAKING HIS 8 YR TOTAL $20 TRILLION. AND WE STARTED AT $24 TRILLION OVER 70+ yrs.  But please, tell us again oh wise maga cultists who believes a multi bankrupt self proclaimed billionaire WHO BANKRUPTED CASINOS & WOULD HAVE A HIGHER NET WEALTH IF HE HAD JIST LIVED OFF THE INTERWST OF THE WEALTH HE INHERITED IN THE FIRST PLACE is somehow the Ameeican financial messiah that u all believe he is because u all can do simple elementary school math & have been so properly fed on bullshit by Fox you don't have a taste for anything else. So u will always vote against your interest and then blame everyone but yourselves. It's sad

DC_cyber

There is now no way to justify this: PE ratio \~115 versus Nasdaq 100 technology index, which trades at a PE of \~20-30s (even Nvidia is \~33) My opinion: Tesla's PE ratio will continue to normalize toward levels more aligned with other technology leaders Why? beyond the EPS plunged by 53% during 2024 and Q1 2025 337k vehicle deliveries (-13% year-over-year) and its automotive gross margin of 20.1% in Q3 2024 (well below the 29% achieved in 2022), Musk's has a \["full-blown brand crisis"\] (https://www.teslarati.com/tesla-bull-price-target-brand-crisis) that will take a lot of magic and years to repair if it's even possible. Sure, Autonomous Driving and Optimus robot show potential but not this much... Gene Munster - brand damage alone cost Tesla approximately 80,000 deliveries in the first quarter Dan Ives - Q1 delivery results were "a disaster on every metric," and he acknowledged there's "no debate" that Musk's politics are harming Tesla. "Tesla Takedown" is damaging and has essentially become a global political symbol JPMorgan and Wells Fargo are no longer it's friend NET: beyond the eroding growth story, intensifying competition, and market saturation, there is a giant weight on this company due to consumer sentiment and diminished visionary CEO premium

Aranthos-Faroth

Less competition is a “NET POSITIVE TO THE AMERICAN CONSUMER” What?!!

Revfunky

I’m day trading and adding to long term holds. I buy when the VIX hits 40. I’m buying ARM-NET-PSHZF- CRSP-APA.

superbigjoe007

The best investments are in this order: 1. Job security: try to be the "not worst" employee in the workplace. Create reasons not to get fired / lose other income streams. 1 (tie). Pay off debt (Immediate ROI of your charged interest rate) 2. Physical / spiritual formation (if religious) is a tangible ROI of resiliency and preparation for tumultuous times. Healthy body, healthy mind. Muscles are useful in hard times... 3. Growing/producing food, water, safety, and/or shelter: basic needs everyone needs. You'll be everyone's BFF. 4. Social connections: whatever you need, a social neighbor may have for you (and vice versa). Strengthen family bonds if able. 5. DCA into safe investments (precious metals, cash, defensive/ consumer staples, US treasury, other?) 6. Play money (less than 5% NET worth) on risky bets that might moonshot when this is all over... many of us will struggle to get through 1-5 before 6 is an option lol

mrkaluzny

AAPL - their silicon is the best, I doubt people will start buying other brands. It’s getting to a bit more sensible place. NVDA, MSFT, NET, I think PLTR could be a good buy, but it has a further way to fall (sub 35$)

NexusMinds

istg americans are so fucking thick. you effectively put sanctions on yourself, as a NET IMPORTER OF CHEAP SHIT THAT YOUR PAPER RESERVE CURRENCY BUYS FOR FUN, and wonder why doing that could possibly hurt your economy, ability for consumers to consume, and corporate profit margins. honestly what the fuck do you get taught over there?

ebfeebfe

HEDGE FUNDS ON THURSDAY SOLD GLOBAL EQUITIES ON A NET BASIS AT LARGEST 1-DAY AMOUNT SINCE 2010 - GOLDMAN SACHS NOTE TO CLIENTS RETAIL INVESTORS BOUGHT $4.7 BLN IN STOCKS ON THURSDAY, LARGEST LEVEL OVER THE PAST DECADE, JPMORGAN SAYS Nice one, degens

perceptive_AI

> HEDGE FUNDS ON THURSDAY SOLD GLOBAL EQUITIES ON A NET BASIS AT LARGEST 1-DAY AMOUNT SINCE 2010 - GOLDMAN SACHS NOTE TO CLIENTS >Retail investors bought $4.7 billion in stocks on Thursday, the highest level over the past decade, JPMorgan 

Bman409

> Again, you are stating we run a deficit with everyone which is a lie. We run a NET DEFICIT with the world.. do you understand that?

SpruceJuice5

Turns out selling NET two days ago was the right move

spellbadgrammargood

Nike had a 34% NET BUY from RobinHood users, Nike is -14% right now.

Able-Refrigerator508

Open AI (ChatGTP) just received a 40B dollar investment giving it a 300B valuation. Has less than a 5B yearly revenue and LOSES money every year. This is exactly what it looks like to light money on fire. 40B is enough to give every single U.S citizen over $400. Literally every single person on earth could get $20 for the amount of money that was invested into a NET NEGATIVE company.

BigBagaroo

Waiting for the brilliant moves by the one who shall not be named for fear of banning, and his faithful gnome. Tesla’s numbers will be a disaster, and I am happy to have sold all, except AAPL, NVDA, NET and SNOW, who have more solid leadership.

Denver_

They own a good investment in AST Space Mobile... It will be the biggest growth stock of the next few years with similar margins to NVDA and a revenue split agreemet in place with nearly 2 Billion global customers... the potential TAM is all of the phones that enter a dead zone each day plus the billions that live outside one on each continent ELON hates ASTS and it threatens his NET WORTH more than anything in fact. Most of his networth comes from D2c Starlink and AST d2d witlll destroy that makrt and his stock wealth LONG ASTS (and ENVX to a lesser degree but thats another post) just like GOOG V, T, Rakuten and American Tower who along with investors like myself and CATSE who ELON hates beacuse it ruuins his SHORT DISTORT CMAPIGNS NFA

Better_Code5670

Consulting in Data&AI. I was thinking, but it’s not easy to get a job in EU if non EU and also taxes are pretty high so I wouldn’t end up getting NET a lot more! But if it’s a better healthier work environment, it would indeed be worth it

Revfunky

PSHZF-ADA-Fuj have low P/E ratios. I have been swing trading WOLF-RXRX-ABSI-NET, buying the dip, selling the rip. Stock picks are the easy part for me. I always have stocks to buy.

SpruceJuice5

Why the fuck didn't I sell NET at 130

SpruceJuice5

Goddammit NET

kswissreject

Pump goes up, NET goes down.

SpruceJuice5

Can't believe I could have sold NET at 130 and said nah

kswissreject

Jesus christ every day. Watching NET pump to $132 and then dump every day to $118 (so far) has been crazy.

SpruceJuice5

Bought NET 20 minutes ago and it's just randomly dumped 1%, nice

stonecuttercolorado

Yes , the US is a NET exporter, but there are different grades and US refineries need Canadian oil.

HubrisSnifferBot

Two? A PE ratio in the 30s was once seen as "high" during the Japanese bubble. Palantir, NET, Crowdstrike, Tesla are all over 100. Hell, even something boring like Costco is in the 50s.

Motor_Normativity

NET has been killing my jesus down 5% everyday

kswissreject

NET is the shittiest stock out there holy shit

6hchill

NET cooked what happned

chiangy12

JPM, ANF, SHOP. NET if you’re up for a bit more risk

Scar589

I FOUND ONE GUYS, GET THE NET! 

Free_Sympathy2016

No shit, the wealth destroyed in the last month from US would literally have caused the Canadians to fight and live in rocks. This shit is a huge scar. Not the entire CANADIAN NET WORTH like it is to them

gatovision

Closed a lot of short shares today and last week. SNOW, TEAM, VRT, ALAB, CVNA, ARM, CAVA, CRWD, NET. Coulda held out longer but it’s getting too bloody to keep holding that shit. Stacking shares long on small cap tech/value. Good buys out there. I got ripped in Sept trying to short so be careful 🐻.. -4% days dont happen often. Dont get greedy

SangerGRBY

somebody save my $NET holdings pls

SpruceJuice5

NET being absolutely murdered

LeBhikariLe

NET went from 175 to 125 in less than a month and is still up ~15% YTD

SpruceJuice5

Holt shit NET 

SpruceJuice5

NET drilling big time

kswissreject

NET dropping 50 points in two weeks is pretty wild.

kswissreject

Seriously WTF is going on with NET, now down 10% and just running down

kswissreject

Any news on why NET is down 7% and dumping more? Obvs market is down a lot but that seems excessive.

kswissreject

Fuck I should have sold NET any time in the last few weeks before today. Holy shit.

CloudSlydr

No they aren’t. That’s NET negative which has baked in all the pre-emptive front loading at the US ports by literally everyone trying to get goods on the continent before tariffs took hold.

Charred_Welder

Mm, I need to slightly correct myself, the usa is the largest NET producer in the world. China does indeed produce more, but it also consumes far more due to its massive population. This ideotic trade war with Canada is a whole other can of worms...

hansymann

Mind-boggling that NET is being traded in sync with NVDA, completely different business. NET should grow on tarrif wars and conflict (assuming this leads to more demand for security/firewall solutions) - is it just the overall emotional factor at play here, or are people just throwing NET into the AI bucket with NVDA?

Game3k

$NET will snap back to $170 quickly 🚀

ArchonOSX

\+1 for Fidelity's ATP being so last century it is not funny. I downloaded ATP and had to wait forever for it to download and install Microsoft .NET framework. Really? Do coders not know how to write C++ or some other advanced code. WOW! I played with it for a grand total of 5 minutes before deleting it. If you are going to call something "Advanced" then it should at least be from this century. Happy Day!

Game3k

$NET and $CRWD free money at these prices. 25%+ revenue growth. NET goes to 200

Osmirl

Duh its a NET Date, No Earlier Then. This is just how space flight works.

General_Mills3

NET calls

DeathSquirl

Probably half, not counting my VIGAX ETF. I'm not big on trading individual stocks to begin with, I stopped it some time ago because I suck at it. But I've had some hits here and there with NET, LMND, and ASTS.

fealaeb

CRWD and NET might be next

AluminiumCaffeine

$MELI \*Q4 NET PROFIT OF $639 MLN (LSEG POLL $401.5 MLN) \*Q4 NET REVENUE OF $6.1 BLN (LSEG POLL $5.9 BLN) \*Q4 EBIT OF $820 MLN (LSEG POLL $612 MLN) For the first time ever my MELI passes my AMZN position in size, fun

smileclickmemories

Should I sell my NET? It keeps dropping.

Game3k

Cybersecurity, no AI, will win 2025 $NET, $CRWD enjoying 25%+ topline growth every quarter. NET at 160 is free money

Game3k

$AXON and $NET both free money at these prices

General_Mills3

Thoughts on NET? 

Game3k

Cybersecurity will be the winner of 2025. $NET is a steal at this price and will go from 160 to 200 and a new ath before long

ayashifx55

well tbh , TDD and TWILLIO sucked balls but stocks like $APP $NET and all went boom up

Rip-tire21

Where are my NET buddies crying :(

Game3k

$NET is free money at this price. 25%+ top line growth, every quarter. NET goes to 200 and a new ATH soon

Game3k

$NET 170 to 200+ and ath soon Cybersecurity will be the big winner of 2025. 25%+ revenue growth

pohmiester

I recall someone posting something along the lines of the following During America's gold rush, the ones that made the most were the ones selling the shovel. Cloudflare is the shovel to the current AI/Quantum rat race shenanigan. I've been buying $NET since Post Covid days in the $140 range, all the way down to the $40s-$50s, and i traded back and forth all the way up til the current levels. They have been good to me both in terms of singular stock and as well as option premium. Personally i think its a good stock, and safe enough with good amount of Vol to wheel it. I think they have a good business model that complements the current AI/Quantum environment, and even prior to this they were a key business for the overall internet space. This being said, the recent burst in price was quite unexpected, i had to close covered call positions and reopen them at a higher strike. That being said, it did drop from $221 to $37 at one point in time so on whether this is "investment" material, is up to your own threshold.