NET

Mountain_Bumblebee51

# Descripción del Producto: DearmasTrader * **Qué hace:** Es una plataforma de trading algorítmico automatizado que utiliza procesamiento de datos masivos para ejecutar estrategias validadas estadísticamente. El sistema permite conectar exchanges vía API y operar de forma 100% autónoma. * **Público objetivo:** Traders, inversores de criptomonedas y desarrolladores que buscan rentabilidad real sin depender de señales manuales o bots comerciales rígidos. * **Beneficios clave:** * **30 días de prueba gratis:** Acceso completo para validar el mercado sin riesgo inicial. * **Disciplina garantizada:** Elimina el factor emocional humano en la ejecución. * **Infraestructura de alta potencia:** Utiliza un rig propio ("la bestia") y servidores en Canadá para un procesamiento de datos superior. * **Casos de uso:** Inversores que desean automatizar su capital (como el caso real de $1.000 operando actualmente) y usuarios que buscan optimizar sus estrategias mediante combinatoria de datos. * **Propuestas de venta únicas:** * **La Combinatoria:** A diferencia de otros bots, DearmasTrader prueba miles de combinaciones de parámetros en milisegundos sobre velas de 1 minuto para encontrar la configuración estadísticamente más robusta. * **Stack Tecnológico:** Desarrollado con **C#/.NET** para el backend y **React** para el frontend, garantizando robustez y velocidad. * **Alternativas/Competidores:** Se diferencia de **3Commas** por su mayor flexibilidad y personalización, y de **ProfitTrailer** por ser mucho más accesible en su configuración y uso diario.

Mountain_Bumblebee51

# Descripción del Producto: DearmasTrader * **Qué hace:** Es una plataforma de trading algorítmico automatizado que utiliza procesamiento de datos masivos para ejecutar estrategias validadas estadísticamente. El sistema permite conectar exchanges vía API y operar de forma 100% autónoma. * **Público objetivo:** Traders, inversores de criptomonedas y desarrolladores que buscan rentabilidad real sin depender de señales manuales o bots comerciales rígidos. * **Beneficios clave:** * **30 días de prueba gratis:** Acceso completo para validar el mercado sin riesgo inicial. * **Disciplina garantizada:** Elimina el factor emocional humano en la ejecución. * **Infraestructura de alta potencia:** Utiliza un rig propio ("la bestia") y servidores en Canadá para un procesamiento de datos superior. * **Casos de uso:** Inversores que desean automatizar su capital (como el caso real de $1.000 operando actualmente) y usuarios que buscan optimizar sus estrategias mediante combinatoria de datos. * **Propuestas de venta únicas:** * **La Combinatoria:** A diferencia de otros bots, DearmasTrader prueba miles de combinaciones de parámetros en milisegundos sobre velas de 1 minuto para encontrar la configuración estadísticamente más robusta. * **Stack Tecnológico:** Desarrollado con **C#/.NET** para el backend y **React** para el frontend, garantizando robustez y velocidad. * **Alternativas/Competidores:** Se diferencia de **3Commas** por su mayor flexibilidad y personalización, y de **ProfitTrailer** por ser mucho más accesible en su configuración y uso diario.

Mountain_Bumblebee51

# DearmasTrader * **Qué hace:** Es una plataforma de trading algorítmico automatizado que utiliza procesamiento de datos masivos para ejecutar estrategias validadas estadísticamente. El sistema permite conectar exchanges vía API y operar de forma 100% autónoma. * **Público objetivo:** Traders, inversores de criptomonedas y desarrolladores que buscan rentabilidad real sin depender de señales manuales o bots comerciales rígidos. * **Beneficios clave:** * **30 días de prueba gratis:** Acceso completo para validar el mercado sin riesgo inicial. * **Disciplina garantizada:** Elimina el factor emocional humano en la ejecución. * **Infraestructura de alta potencia:** Utiliza un rig propio ("la bestia") y servidores en Canadá para un procesamiento de datos superior. * **Casos de uso:** Inversores que desean automatizar su capital (como el caso real de $1.000 operando actualmente) y usuarios que buscan optimizar sus estrategias mediante combinatoria de datos. * **Propuestas de venta únicas:** * **La Combinatoria:** A diferencia de otros bots, DearmasTrader prueba miles de combinaciones de parámetros en milisegundos sobre velas de 1 minuto para encontrar la configuración estadísticamente más robusta. * **Stack Tecnológico:** Desarrollado con **C#/.NET** para el backend y **React** para el frontend, garantizando robustez y velocidad. * **Alternativas/Competidores:** Se diferencia de **3Commas** por su mayor flexibilidad y personalización, y de **ProfitTrailer** por ser mucho más accesible en su configuración y uso diario.

manzanita2

And basically we don't NET import anyway. We sell some overseas and import some.

knitekloud

Fastly and NET crushed their earnings hopefully CRWD will as well

Patton370

I bought NET in the premarket at. 300 shares at 173.04. Sold them at 179. Worked out pretty well for me and my 401k

orangeyougladiator

NET were literally never on the same playing field as AWS. They have one product that AWS offers too.

kalakesri

What happened to NET they were on track to go toe to toe with AWS now they are picking petty fights over ai slop having an outage everyday

FuckleUp

I’m looking at NET going 50% from here. Got smashed back down after great er because of the SaaS + cyber security FUD. They have a great chance of being the #1 gov network or approved networks for gov contracts

frankslastdoughnut

my brother in christ. This is 10 years of my 401k that i've saved up through backbreaking desk labor. that should be enough for you but here's some boring "stock stuff" below. net revenue per ton sold: $200k (sourced from investor presentations 80% margin on $250k/per ton) Interviews with CEO have stated multiple times that 70+companies in sales pipelines with several customers have need of 1k or more tons per annum. Multiple direct references to DOE contracts and relationships being developed. CEO been seen mingling at Mar Lago and recently have assigned people with background in developing govt/military contracts to board. If even 500 tons of graphene is sold in the next year in a half or booked for sales orders, you are talking 100 million in NET REVENUE. This shit will literally be in anything and as soon as some sales contract validation and deliveries occur the P/E ratio will hit 25-50 pretty easily on new nanotech that improves everything it touches with a bluesky potential order book of tens of thousands of tons with scalable/modular technology. your fucking talking 1bln in NET REVENUE at 5,000 measly tons. that makes an EPS of 2.84. No way the market doesn't at least assign a P/E of 30-50 on this so even on the low end with a 20% discount to the future revenue while they build out (SHIT ONLY TAKES MONTHS ONCE THEY HAVE THE ORDERS BTW LOOK INTO THEIR HYPERION SYSTEM) nets you a god damn $68.16 per share price even after their minimal recent dilution of 5 million shares to finance the buildout post epa approval. THIS IS THE ONLY ISO CERTIFIED QUALITY CONTROL PROCESS OF GRAPHENE THAT ALSO HAS EPA, EU, AND UK APPROVAL TO BE SOLD IN ALL THESE JURISDICTIONS. THEY ARE THE ONLY PROVEN 100%SP2 BONDING GRAPHENE IN THE MARKET WITH SCALABLE TECH AND A TIER 1 PARTNERSHIP WITH THE GEIC. This shit is so fuckin insane and I literally need to see a doctor because this erection hasn't died down since the EPA approval two days ago. that was the derisking event IMO.

brennanman007

NET gains. Not gross. You pay taxes on net.

AluminiumCaffeine

$MELI looks like market likes it? MERCADOLIBRE Q4 NET REVENUE $8.8 BLN VS IBES ESTIMATE $8.5 BLN MERCADOLIBRE Q4 NET PROFIT $559 MLN VS IBES ESTIMATE $587 MLN MERCADOLIBRE Q4 EBIT $889 MLN VS IBES ESTIMATE $891 MLN

Adept-Bet-2420

I have BUG and individual shares of CRWD. I think BUG has too little CRWD and I will add NET as well if it dips more today. This sell-off is just stupid.

Imaginary-Writer-125

Three stocks that I think will easily 2x from here SNDK (memory shortage + WDC forced to sell) HOOD (2x will return to ATH levels, more new products and developments while gaining large revenue and EPS) FSLY (Ai beneficiary, market cap far behind NET and GOOGL, antropic news overblown)

kool_mandate

NET is definitely a great one too

Main_Phase666

What about NET?

garyofalltrades

Well that encompasses a lot of technical analysis, news analysis, indicators and just gut feeling and intuition. Trading mainly boils down to making an educated guess, I try to make close to that. If you usually have more rights then wrong days, you are profitable at the end of month. Now - to share exact tech analysis and indicators, I have to do a separate post on that, which I feel like will be a lot right now. So we can keep that for another day. Very briefly, my tech analysis includes, news, data coming out that day, volume, OI, GEX, NET IV, lots of averages and trend analysis and more.

BitesTheDust55

No idea, but after losing 40% on my TEAM investment I'm still trying to pick up the fingers I already sliced off. Not eager to lose more. Swear to fuck if NET and PANW follow suit for a sustained downward trend though I don't know what I'm gonna do. Anthropic can get fucked.

agnostic_familiar

I almost did the same on a much teensier scale but realized I’m too poor to get ate by any bears, even long-term atm, and i’m a…noob or regard or whatever you call them…so i canceled and went all in on 12 shares of NET

Able_Show_8560

RBRK held up surprising well today compared to CRWD or NET.... somewhat surprising given its the higher beta option.... wondering if market is figuring out what this company does.

shwahdup

NET dumping this much seems incredibly stupid

shwahdup

NET calls?

tired_ani

I know they some of them are expensive today but I sincerely believe that a subset of stocks including DDOG, SNOW, NET, NOW, CRWD, PANW, FTNT, MSFT, FICO, NFLX Outperforms

tired_ani

I added to FICO and Netflix and MSFT Planning to add further to PANW. Start small positions in CRWD and FTNT. If CRWD and NET weren’t so expensive I would be deep in them.

IpsenPro

https://preview.redd.it/8z0sllq6t8lg1.png?width=1459&format=png&auto=webp&s=8f81a5948a7660ce19a96ec0b2aca195f46cc85f Between $145 and $133 is buy level on $NET. Selling at least 50% of the bag at $225.

GlokzDNB

I'm buying Palo alto zscaler and MSFT Crwd and NET are too expensive ev/s for an investment

maxpain2011

Pick two from CRWD PANW FTNT NET ZS for long term hold and growth.

Expensive-Photo-5059

Look at the actual revenue breakdowns - CRWD gets 78% from endpoint protection and NET makes money from CDN/DDoS mitigation. Code review tools are like 2-3% of the security market and these companies aren't even playing in that space. This is just algos pattern-matching "AI + security" and panic selling without understanding what these companies actually do.

SignalTable9905

Market reaction looks overdone fundamentals for CRWD and NET remain intact

SwHome

That's not true. Before this drop NET and CRWD were holding up not too badly. Of course they went down in the last weeks with all the software stocks but they are among the ones that dropped the least. Just compare them to TEAM or HUBS for example.

jcdc-flo

Difference with PayPal is there were already better products in market. Apple and Google wallets are far superior from a consumer perspective, and stripe just destroying everyone on integration side. Things like NET, HUBS, CRM selling off cause one day somebody might make something better…isn’t that the risk for literally every listed company?

A_Dragon

Can’t believe I lost track of NET…I shorted it twice this week and for whatever reason forgot about it today. I also had a sell order on FROG that I just took off because I figured it wasn’t going to break the 200 today. God fuck me, that would have been like 3K.

alteraltissimo

Feel like a good NET entry point; their cloud offering is also very competitive

Status-Net2947

Whoever punished CRWD and NET due to fking Claude Code Review improvements didn’t understand what Cybersecurity really means. Holy cow finance bros are truly regarded

nemodigital

I bought some shares of NET as well.  Not worried at all about Claude AI just due to Cloudflares product offerings, if anything they will net benefit.

moetzen

These new features are maybe not now revolutionizing. But give them 2-5 more years and they for sure could be. Stocks are looking into the future and if CRWD or NET are just loosing 10%-20% of their adressable market that’s a huge blow to them.

FuckleUp

NET also squashed for no reason

Rooftoptile2

I don't think so, are you saying it is because of the [BEA data release?](https://www.bea.gov/news/2026/gdp-advance-estimate-4th-quarter-and-year-2025) that was released at 8:30 EST, but CRWD and NET didn't start dumping till 10am pacific, which is when the Claude Code Security press release came out

Patton370

What happened to NET and CRWD today?

Status-Net2947

CRWD NET and ORCL fking me from behind good

Status-Net2947

Fuck you CRWD ORCL and NET

ShootsnLadders

What just happened to $NET?

emporium4648

Sudden drop in NET?

isospeedrix

Really strong hydra head: NET Fairly strong hydra head: FSLY Dumb hydra head: AKAM

Status-Net2947

Shall I buy a NET or ANET share? Thanks for your attention to this matter.

Status-Net2947

Sold CRWV with a loss of 10% for a bit of MSFT, CRWD, NET, ANET and NOW. Did I fk up?

EveryoneCanWin

I have XOM, CVX, ORCL, MSFT, NET, VZ, WMT, COST and a lot of silver and gold.

TheOnlySafeCult

Pretty much what I’m betting my December expiring calls on for SHOP & NET

Status-Net2947

Sold my CRWV zu buy MSFT NOW NET CRWD and ANET … feeling much more safe now. Had too much money in it and accepted 1.3k loss.

Young-faithful

I do think cybersecurity will benefit from all the vibe-coded AI agents trying to scrape and read websites. NET earnings said as much and went up 15% Palo Alto networks and Rubrik should have also gone up on sympathy play but they didn’t.

TeaEfTea

"WE MUST INVESTIGATE THE CONGRESSWOMAN WHO GAINED +$4 MILLION NET WORTH OVER 4 YEARS IN CONGRESS" "How about 🥭 increasing his net worth by $3 billion in 1 year" "FUCK YOU YOU TDS PIECE OF SHIT HOW DARE YOU!?" 🙄🙄🙄

Me-Regarded

All of those. But I think NET is the strongest. That earnings and bullish guide was crazy good. I can't comprehend how it sold off. Market is so retarded right now

Status-Net2947

Which stocks you guys recommend? NOW, SNOW, NET, ASTN, CRWD?

Status-Net2947

NOW, NET, SNOW, MSFT, CRWD, APP … gonna catch em all

leomeng

NET dip is massive gift. They have stellar earnings and huge backlog. Dip was bogus today

leomeng

Might close out APP if it hits break even by close. Will buy NET like crazy down here

TomorrowSavings7579

I really thought $NET earnings would help SaaS stocks!

leomeng

Can’t believe they even killing my boy NET. My gawd

Status-Net2947

Some stocks (e.g. APP, NOW, SHOP, NET) seem to be pure pump and dump in a 10% range nowadays? Is this normal?

mustard_is_nasty

NET

gamjatang111

Monster day for $NET

hiphopanonomos

The fuck is NET

Game3k

NET will be the biggest winner of 2026

dvdmovie1

"Investors rotating into hardware / AI infrastructure (Siemens Energy +5%)" This has been a better story than a fair amount of tech for 2-3 years now. "Where the money has been spent" has broadly been a better theme than "who is spending it." IMO, this started to ramp up again this year. MSFT -12%, GEV +16%/Siemens Energy +31% YTD after playing catch-up to GEV in the last year or so. "“Unforgiving software tape,” as JPM put it" Why will that change, really? You're going to get bounces but it wouldn't surprise me if AI starts to become like Amazon was for so many years for industries like drug stores, where every time Amazon announced anything healthcare related it would impact CVS/WBA. Eventually some names will differentiate themselves (NET caught up in the software selling in recent weeks, +15% this morning on earnings last night), but some won't. "AI-disruption fears hitting European tech" Buy real assets. What is "ai-adjacent" that can't be easily disrupted by it? There are going to be people with tech-heavy portfolios that have worked for ages and might not work as well going forward. Tech discussion on here used to be a much wider variety of names, now it's just largely Mag 7 (MAGS -2.7% YTD.)

SexualDeth5quad

NET

Game3k

NET good earnings, good guidance

HistoricalComeBack

If they post very strong ER I think there is room to keep going, same as $NET for example

Badmoodsbear

A lot of these are a mix of AI resilient and Human based SAAS. Personally would not want to own those as a large part of their market cap is the latter and has quite a bit of transitional risk. Also, large companies tend to be less adaptive. Just my 02. My personal list is: MDB, NET, DDOG, SNOW, S, ESTC. Too bad Confluent is getting acquired by IBM or I would have them on their too.

Hopeful_Invite_8275

What’s the move for tomorrow? I missed NET/DDOG and I need a banger

Nefarious_AI_Agent

NET needs to chill, save some for tomorrow

randomquartile1

I regret deciding to buy $HOOD calls instead of $NET calls 😭

ballmode

Nothing but freaking NET

auggiewest19

I think I like my shares and calls I’m holding tonight A lot of these regards in here played hood (ouch). Had to scroll all the way down here to find the first NET mention

Nefarious_AI_Agent

NET saving the market

ballmode

Nothing but $NET

Game3k

Told you $NET would print

Defiant-Fee-7550

But but but... Wall Street was saying cybersecurity was going to zero a few days ago. NET's earnings say the opposite 👌🙂‍↕️

Richard_strokerr

NET cloud flare killing earning today. Wondering if ROKU earning can pop on Friday

DijonNipples

Everyone getting bagged by HOOD makes my NET calls feel that much better.

Nefarious_AI_Agent

If you relentlessly search the web for the most wholesome cat videos like i do, you would know that NET is everywhere.

nemodigital

NET earnings are solid, should be over $200 soon. Thanks for the DD

leomeng

NET positive spells great things for ZS

Vivid_Astronaut4665

NET saving my port from HOOD lmao

Riskismyapellido

NET let's go!!!! I TOLD YOU MOTHERCUCKERS. CYBERSECURITY IS THE SHIT 2026, buy cheap tomorrow: ZS, RBRK, PANW, CRWD, and all, even S fuck it.

emporium4648

Let’s go NET, make me breakeven.

leomeng

Nailed NET trade! Set the sell just under implied move filled at 197. Bought 174 🙏🤴

FuckleUp

Never pimp but I pimped NET anybody get it?

Nefarious_AI_Agent

Dont fade NET daddy needs a W

NoooNotZalbag

I sold a NET call! Overpriced!

Nefarious_AI_Agent

What time is NET earnings?

leomeng

NET ceo was talking about drinking wine in a hotel lobby while writing the ER comments. Bullish AF

Loose-Inflation5090

guys how did NET do?

leomeng

Praying for NET

Riskismyapellido

NET calls

Riskismyapellido

NET calls!

Me-Regarded

NET throws me off every earnings. I'm staying out this time.... Which totally means it will moon

leomeng

Feels like I should sell NET but it’s come down so much that valuation could’ve cheap

FuckleUp

NET gonna smoke er like your mom smokes pole

Game3k

$NET calls before earnings

ShootsnLadders

Anyone have thoughts on $NET earnings today? I’m concerned it will be harder to justify the premium in this environment and it seems to be on a general downward trend already.