Reddit Posts
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
$NET pops over 10% on revenue beat, slight earning miss
Mentions
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.
I CANTBELIEVE MY NET PROFIT FOR THE YEAR TWO WEEKS AGO WAS 111k AND NOW IM DOWN TO A MEASLY 60K GOODBYE WORLD
> NVidia price-to-earnings went from 54x in Jan 2025, to 29x now. Fucking Nike is at 29x. How is that a bull market? Now do CRWD, PANW, DDOG and NET
Cybersecurity bull run - $NET $CRWD $PANW 🚀
I was hoping to buy back into NET under $200.. It doesn't look like that is bound to happen anytime soon. lol
earnings per share....we are arguing the same fact....the share price is reflective of it's NET PROFIT (ie earnings per share)....multiply expected earnings per share over the next 12 months by the stocks historic P/E ratio, and voila, you have an expected share price for the next 12 months.
Cybersecurity is certain $NET 🚀 $CRWD 🚀 $PANW 🚀
I was initially interested in NET in the low 100s but thought it was on too much of a run, same when it got to 200, now it’s at 350, and I’m still on the outside looking in…
NET is going to $400 🚀
Can anything stop CRWD and NET 🤔
NET calls to the moon
Thanks for the mini-DD on NET. Not a bad looking 6-month chart.
Looking back at some of my old orders...Selling NET at $38 in august 2020 was a bad choice
NET calls only print
Dude it's $139m NET LOSS. Like what don't you get?
Except, they're not. The past three years *NET* for McDonald's: $8.56 billion in 2025, $8.22 billion in 2024, and $8.47 billion in 2023.
Correction, “Annuities are for preservation of your NET WORTH (no increase), not growth of your NET WORTH. Annuities are for growth of your advisor’s NET WORTH and the NET WORTH of shareholders of the insurance company.” Correct? What am I missing? Annuity salespeople slogan should be “Let me sell you an annuity to put MY KIDS through college.”
Nah, have NET though and think they will be the top grower for a while
Brah yeah you should sell some wtf 70% of your NET WORTH is nuts. Of your investment portfolio is not good, but we’re counting house and other assets here, that’s scary. Muse, get this guy a book on systematic risk.
What I'm hearing is CRWD NET PANW FTNT to the moon
They’re downvoting you but you’re right I saw a post a eeek or two ago that the guy who makes Paint.NET finally fixed a decade old bug using AI and people harassed him for it. Yet he did nothing wrong.
NET just keeps going up.. It's making me sick.
maybe sell reddit and buy more NET
How does NET keep going up and up?
Apple: 39 P/E ANNUAL REV 416B NET INCOME 112 NET MARGIN 27% Google: 17.5 P/E ANNUAL REV 403B NET INC 132 NET MARGIN 33% YOUR CHOICE RETARDS
Just realized CRWD, PANW and NET valuations and its making my head spin. Meanwhile I'm holding stocks like RDDT like a special child
NET can’t be stopped
NET calls. It’s going to $400
NET calls. We going to $400
I regret not buying more NET when it first IPO’ed.
Cybersecurity $NET $CRWD will be the winners of 2026
I think AKAM is mildly undervalued as an internet utility that will see benefit from increasing use of AI/agentic AI. NET is certainly ahead of it and has done better as a result, but I do think AKAM can play some degree of catch-up.
CNBC recommended CRWD, NET, FTNT, PANW for cyber security stocks. Didn't recommend ZS or Sentinel One. 🤔 Mostly what I assumed
Being patient as I already went from 0 to 50% invested (10% in MRNA, GOOGL, PLTR, NET, AND HOOD) but looking at HPE potentially. As far as options go I think the meat of today's move is over but if we pullback tomorrow I would grab some next Friday calls potentially.
NET yolo or you hate 💰
Cloudflare's valuation does seem crazy but whats the alternative when everything in this space is priced for perfection. NET at least has the developer mindshare that most of these companies wish they had curious what price you got in, holding 300 shares for years is nice patience
seems you were 100% right 😋wished I have shorted NET with a larger amount
Gosh I can it find one stock to buy today … everything is shit or too expensive. Like NET … 163 pe lol
NET calls or else you hate money
NET calls easy money
its all the other metrics too though... CRWD is growing faster with less debt, and positive margins. NET is drowning in debt, negative margins, and growing slower. Short Net, you wont regret it. latest filings show a large increase in puts by institutions.
i see overvalued with limited growth in the last year and 200% debt to equity ratio on a $100B company doing $20B company numbers. shorting NET at every high
NET calls if you’re maximizing human monies
NET??? just went vertical
Cloudflare is at new ATH Amazing company, great CEO, absurdly valued stock. But hey, Tesla is still worth every other carmaker combined so, I’m all for it. I have about 300 shares of $NET and I’m happy as a clam about it. Been holding for years and have half of that in my roth.
Lot of intsitutions going to be loading up when market opens. Its not semis & hyperscalers that are expensive now its software. Software was already expensive now stuff like NET & CRWD are way overpriced
Idk but it's weird that NET isn't up
NET is down so it's specific to those stocks. Lots of other software down too
NOW, TEAM, CRWD, NET, PANW, SNOW, DDOG, FIG, RDDT, AFRM, CRCL, HOOD. But I’m already 50-130% up on a lot of these, not sure if I’d initiate a position in any of them right now except maybe FIG and AFRM.
29 portfolio value 21.5k - redistributed 2 yrs ago based on a lot of research and stepped back during grad school. Originally invested in picks on a 5-7yr timeframe, however, several took off unexpectedly since and the economic climate for different industries has switched up a lot. AAPL 28% (ETF) SMH 21% NET 17% AMZN 13% PLTR 7% DFTX 5% VKTX 4% NVO 3% SOFI 1% COST 1% Not the same positions in my Roth. Trying to go on the riskier side with a small allocation of funds while hedging with Mag 7s. Working to build up COST but would love input on the risk management aspect.
Cybersecurity pumps higher NET CRWD PANW
Dear ohter billionaires, hi, hello. question for my peers. now that capitalism is won and all value has been extracted from society, what's our next step? are we still planning on the bunker/nuclear war thing? thanks. NO REPLIES IF LESS THAN $500,000,000 NET WORTH PLEAZE
Someone on Reddit said buy NET a few years ago. They said buy it before it jumps up. I thought WTH I’ll buy a few shares and I doubled my money in a few shares and sold. Ahh. If I would have bought 10x as much and just held. Oh well. What’s another few years of work.