NET

sylphvanas

Wait, I had a bunch of NET calls that I sold today, so you don’t see that here 🤓

Pin-Last

Oh bro, NET just got a screaming “definite survivor” shoutout on CNBC. Where were you last week lol?

Pin-Last

Congrats on the NET today, wow 8%. Ok, a dip below 170 & NET is getting bought. Thx. Have DDOG, it’s supposedly easily layered with agentics but I don’t really know, in case u have thoughts. 

rcantu314

NET was the most obvious dip buying opportunity Friday

ShootsnLadders

I have made so much money just buying NET on these ridiculous swings. Since Aug 2025 it just goes up and down.

Ill-Expression1737

NET calls

sylphvanas

Hmm I have XLE and NET calls. Will I get rekt tomorrow?

claytondpark

My only hope is that big money rotates into last week's beaten down software stocks bc I have calls on NOW and NET 🙏

zxc123zxc123

I'm think the smart way is either IGV or a high conviction pick? Some might say it's the solid and oversold like CRM.ADBE. Others might say the must haves or security like NET/CRWD. My pick? MSFT. It's been sold off so much. Also MSFT has the means to survive given it is systemic foothold in operating system, diversification into cloud/gaming/socials/etc, has it's own AI setup, is a hyperscaler, cashflow/assets/credit, and is actually invested in the AI companies that are supposedly killing SaaS.

wetmedjooldates

Buy NET and chill

falling_knives

Besides $NET, any other stocks in this space you're looking to buy?

jpric155

Its not the AI trade they're running from. It's actually AI that's causing the SaaS apocalypse. Private credit is like 25-30% SaaS companies. They have over 500 billion in loans to these companies and the default rates are rising dramatically. Every time you see ADBE, NOW, NET, FIG having a bad day, private credit is having an equally bad day.

MitchCurry

I must hate money. Just added to NOW (11% more shares), VEEV (23%), IOT (12%), GWRE (11%), and NTDOY (8%). My cost basis with NOW is at a level I'll stick with until a few more quarters of data. Primarily I'm watching non-current RPO and DBGRR. Still have room to add to IOT, VEEV, and GWRE. Cash position now sits at 7.7% of my total cost basis. About to refresh my data on NET and IMAX to see how close they are to when I'd open a position.

SolubleSaltySalt

NET don't keep falling bro

Mean-Evidence-4056

lol what about NET

jlw993

FSLY getting absolutely slaughtered NET PANW SNOW DDOG NOW CRWD DOCN

NadeshikoEatingPasta

I've definitely been picking em lately. A third of my port is AXON, got a bunch of NET and PANW, and PTIR just because normal losses on Palantir weren't enough for me lolol

alteraltissimo

!banbet NET $200 7d

alteraltissimo

Got some NET, hard to believe that Claude finding bugs would be bad for them. If anything, "get Cloudflare" is Claude's answer to many infra questions.

95Daphne

I would presume that NET is probably an IGV type component, so it likely gets swooped up in the "AI is going to smoke everything" narrative.

pain474

Caught the perfect bottom on NET, sold way too early unfortunately.

DonnyB79

I am once again buying the dip in software specifically $NET and $RBRK

spellbadgrammargood

NET 185p, 2 days ago $20, those puts now? $1600

LegitimateShameHands

NET probably going out of business over the weekend

spellbadgrammargood

NET down like -20% from yesterday.

PassiveF1st

Here I am again, buying batches of 0DTE puts ready to be let down. I also have a bunch of NET. :(

berfunckle_777

NET guhhh

spellbadgrammargood

did NET/cloudfare invest in oil futures or something?

spellbadgrammargood

wow NET down another 8%

mrdungbeetle

I mean, I wouldn't bet against them because irrational markets and all that.. but I also don't understand the long term value. Windows 11 is a dud from a usability standpoint. Even their own engineers hate it. They literally have to trick people into upgrading to it. They recently admitted they need to make major changes. Regardless, no laptop PC comes anywhere close to an equivalently priced MacBook in build quality or performance.. and macOS comes free. As a gaming platform you have your pick of other platforms that run most games. XBox / gaming division makes decent money but a lot of their growth came from acquisitions. Where will continued growth come from? Office365 is a cash cow but most Office users don't need anything more than the free Google Docs. And why anyone would pay to use Teams is beyond me, when Zoom & Hangouts exist. Do you honestly know anyone who wants Copilot in their life? I'm not sure why anyone would choose Azure over AWS especially after all their global outages and reliability issues. Their programming languages and .NET runtime are free. And they run on any OS or Cloud. There's a reason almost every large website is built on open source tech, and there's no reason for that to change. I'll give MS credit for their prescient deal with OpenAI, but Google & Anthropic are now just as capable. Meanwhile OpenAI is doing hosting deals with AWS/Oracle, and forever raising more funds that dilutes MS's ownership. And they are still far from profitable. LinkedIn is kind of a monopoly that prints revenue, but a lot of that comes from recruiters... so it will suck for them as AI puts more and more people out of jobs. Seems to me like a lot of their success is still rooted in them being the default choice of Corporate IT departments because they're good at centrally managing workstations.

sylphvanas

Ended red today because I bought the ZS dip instead of the NET dip

zangor

AI is gonna be able to do website optimization for free. Definitely nothing will go wrong there. And NET won’t be back above 200 a week from now.

isospeedrix

Dafq happened to NET CRWD

Locke_____Lamora

Jesus NET getting wrecked

cheatlkeachamp

Why is NET dying

Overall-Double3948

jesus NET (cloudfare) is dying

MitchCurry

What's the ticker and what's the price you want it at? I'm begging for NET and IMAX to come down to more reasonable prices. I want a position but valuations are still nose bleed levels.

RockasaurusRex

Everyone talking about .NET and Yahoo. Was there some merger or something?

BillBillerson

I use copilot that's integrated into visual studio and company pays for a github license so I can do exactly that. I use claude opus in copilot to help write c#, it's amazing. Kind of irrelevant, but pointing this out they do have options for licensing other models (Claude, grok, gemani, openai) through github (owned by msft). I totally agree I hate it for windows and office apps (I still am mostly on win10 and older office), but it can be good when they allow you to switch models for whatever task you need. OpenAI isn't bad for some things, but where I'm at doing .NET web dev opus is amazing.

ChessPlayer1963

You were risking 4.8M to make 24k. I wouldn't. I made 1M+ in 0DTE last year (risking 200-500k daily) and gave it back in 4 days of bad trading, I would make 20k/30k many days till the 1000+ point NDX drop hit me hard. You have wider bands but you can't survive a 2000 point drop. I am now trading "smarter" -- taking fewer risks, capping risk. And making good returns selling fewer 0.05-0.1 spreads vs more number of 0.03-0.05 spreads. I now have tools to monitor how the spreads are trading every minute so I can make adjustments in a calmer market environment (and calmer trader environment :)). (eg) Delta moving above .25 will make me monitor closely. I moved fto risking 80-100k daily -- usually stays below 60-70k. Aiming for smaller gains -- 2-4k a day. I use .1 to .05 delta for my short spreads. SPX and RUT always 5 pt wide, NDX 10 always points wide. A spread far OTM will count as lower risk vs a closer spread and this is reflected as blended risk. The blended risk will have a floor to reflect black swam events. I use 4 metrics -- peak risk, avg risk, peak blended risk, avg blended risk. I used LLMs to come up with a more detailed formula for calculating blended risk. This is tracked every minute during trading day -- via Schwab API to get real time data -- positions, orders, quotes, greeks,.. Apr 2, blended risk moved very close to max risk and I decided to take a loss -- your spreads were further OTM and were fully safe. My blended risk formula would have rated your positions at \~.2 of max risk -- about 500k-1M in risk. I can't stomach that type of risk any more. If something unthinkable happens in the war during trading hours -- Qatar's LNG plants fully destroyed, major Saudi fields hit, desal plants hit, sinking of a few LNG tankers,.. -- NDX will drop 5-10% instantly. You have to be prepared for it (or not based on your risk tolerance). here is my return for today for one of my accounts -- 25k max risk, avg risk of \~21k, avg blended risk of 15k and made 2.5k (5k is in SPX 1DTE IC). One tenth of your Apr 2 return at vastly lower risk. And I was in the market for 2-3 hours (SPX lasted longer as I did not close some very far OTM spreads and let them expire). INDEX\_RISK\_SUMMARY underlying,avg\_risk,avg\_blended\_risk,peak\_risk,peak\_blended\_risk,minutes\_open NDX,10000.00,6233.96,10000.00,8939.57,128 SPX,5847.27,5157.59,10000.00,9307.63,275 RUT,5000.00,3480.44,5000.00,4624.78,177 DAILY NET PROFIT (CASH FLOW): \- SPXW: $1,659.16 \- RUTW: $529.04 \- NDXP: $341.04 TOTAL NET PROFIT: $2,529.24 DATA FILE 1: TRANSACTION LOG ═══════════════════════════════════════════════════════════════════════════════ Columns: Time, Symbol, Type, Short Strike, Long Strike, Qty, Effect, Net Premium KEY: OPENING positive = credit received CLOSING negative = debit paid Time,Symbol,Type,Short,Long,Qty,Effect,Net 06:33:34,SPXW,P,6505.0,6500.0,10.0,OPENING,296.56 06:33:34,SPXW,C,6665.0,6670.0,10.0,OPENING,326.56 06:33:44,SPXW,P,6505.0,6500.0,10.0,OPENING,296.56 06:33:44,SPXW,C,6665.0,6670.0,10.0,OPENING,376.56 06:36:48,RUTW,C,2575.0,2580.0,10.0,OPENING,264.76 06:36:48,RUTW,P,2490.0,2485.0,10.0,OPENING,424.76 07:03:51,NDXP,C,24500.0,24510.0,10.0,OPENING,297.76 07:03:51,NDXP,P,23700.0,23690.0,10.0,OPENING,197.76 08:19:22,SPXW,C,6665.0,6670.0,10.0,CLOSING,-111.64 08:19:22,SPXW,P,6505.0,6500.0,10.0,CLOSING,-111.64 08:32:20,SPXW,C,6665.0,6670.0,10.0,CLOSING,-61.64 08:32:20,SPXW,P,6505.0,6500.0,10.0,CLOSING,-111.64 09:11:32,NDXP,C,24500.0,24510.0,10.0,CLOSING,-62.24 09:11:32,NDXP,P,23700.0,23690.0,10.0,CLOSING,-92.24 09:33:58,RUTW,C,2575.0,2580.0,10.0,CLOSING,-85.24 09:33:58,RUTW,P,2490.0,2485.0,10.0,CLOSING,-75.24 10:24:52,SPXW,C,6630.0,6635.0,10.0,OPENING,297.46 10:24:52,SPXW,P,6525.0,6520.0,10.0,OPENING,78.36 10:41:11,SPXW,C,6630.0,6635.0,10.0,CLOSING,-159.64 10:44:59,SPXW,P,6525.0,6520.0,1.0,CLOSING,-5.96 11:03:56,SPXW,P,6525.0,6520.0,4.0,CLOSING,-23.86 12:59:07,SPXW,P,6480.0,6475.0,10.0,OPENING,206.56 12:59:07,SPXW,C,6695.0,6700.0,10.0,OPENING,366.56

Game3k

NET will be the cybersecurity winner 🚀

Jolly-joe

NET though not really a bag for me

great_pyrenelbows

That's why I invest in TEL, NET, FSLY, AKAM, etc.

martman006

We are still a net importer of oil, just once you add up all of our natural gas liquids, we’re a net exporter of ALL petroleum products (ex 10 barrels of oil yields 11 barrels of refined products etc.). We still NET import 2.5m barrels/day of crude oil.

NotMyMainLoLzy

A little fun “information” for everyone: 1) 1/3 of the world fertilizer goes through the strait. Farmers in the northern hemisphere plant in April. Fertilizer, in large portions, is delivered a few weeks ahead of time at most. 👀 2) if Anthropic and OpenAi are to be believers, the Mythos and Spud, both independently and together, will poke holes in vulnerabilities humans cannot comprehend in cybersecurity infrastructure. Your PANW’s, NET’s, and CRWD’s may not like this at all, and I mean at all. 3) a lot of you weren’t alive for Vietnam, nor were you conscious during the original invasion of Iraq in operation Iraqi freedom. There’s much more room below, a lot. The new ai models come out in approximately 3 to 6 weeks. They will, allegedly, cause a gpt3.5 moment. The fertilizer issue is a little more concerning. I can imagine the price of consumer food staples rising significantly. Think on it. Consider it. Plan for it.

dansdansy

See if you can get some shares for the Databricks IPO when it comes up. That or buy a mix of CRWD, PANW, ZS, SNOW, and NET. Avoid the etf.

Game3k

$NET will be the biggest winner of 2026

Any-Comfortable5920

For exemple, If I try to make a trade like an iron condor… They will block my trade and say something like this : YOUR ORDER IS NOT ACCEPTED. GROSS POSITION VALUE MUST NOT EXCEED NET LIQUIDATION VALUE MULTIPLIED BY 30.00. I know it can be hard to help me without detail of all my positions and my account size tho

GreyMatter22

Memory calls ✅ Interferences/Optics calls ✅ Compute calls ✅ Semis ✅ Physical data centre components ✅ Okay, fellas, above is the AI trade. But let me show you the new OpenClaw trade, where you can get an agent to vibe code, through Claude: FSLY, DOCN, NET, AKAM, AXTI - read up on their business models via LLMs, its the real agentic that is eating software alive, one way or another.[](https://emojiterra.com/white-heavy-check-mark/)

WickedSensitiveCrew

I guess the issue is i didnt name names. I was buying stuff like CRWD. Hoping NET dips further to buy that.

No_Current3675

I sold NET way too early.

Wowmuchrya

It’s actually going to be: “What tweet? I never said that. In fact the US is a NET EXPORTER of TWEETS so even if I DID say that, which I didn’t and is a radical LEFT hoax (just like AFFORDABILITY), then I meant something completely different!”

option-trader

I like ASML and NET. Come back in 12 months and let me know how both are doing.

Beautiful_Proof586

Look at the NET position, that was nice! For other positions before opened needed just to flip the screen and do opposite.

zangor

Sometimes I wish my port was “nothin but NET” 😎

FuckleUp

NET on a tear last couple weeks

otterform

NET at 35$, when i noticed my company was also using it, i purchased it. Best performance in my portfolio by far

kool_mandate

They could easily make it difficult for accounts to be created without MFA and a verification step. RDDT is a NET customer. So is Stock Twits. Notice how Stock Twits makes you verify that you aren't a bot? RDDT's cybersecurity software has features that could verify that a human is making the account, but they choose not to use it because their incentives are aligned with "growth metrics" (whether they are falsely inflated or not) IMO it's an example of poor corporate governance that is going to dilute the brand in the long term. Look at Twitter - it's basically the landfill of social media. RDDT knows its a huge issue, but they are rationalizing that its "not that bad" "one more quarter of impressive user growth metrics" as misinformation spread and bot's ability to control their up/down vote system compounds. The threat actors that deploy the bots basically control the flow of information. In 2008, financial firms were securitizing high credit risk mortgages and misrepresenting the credit risk. In a way, META and RDDT are doing the same thing, they are making money off of a misrepresented situation as systematic risk gets worse. Obviously it wont be a credit crisis.... but who knows what kind of "crisis" it will be.?

16semesters

> We’ll just trade on vibes, feels, memes, charts, insider trading, and Kalshi predictions. Vibes Q3 earnings report: REVENUE: Mogged NET INCOME: Immaculate EPS: Moisturized

Sunny_Psy_Op

YTD I'm down about 4.5%, but that's mostly driven by a 10% unrealized loss on AGM. I made some big shifts right before the Iran stuff kicked off and have some pretty decent gains between OILK and NET. I've been holding ET for awhile and it's had some good days too.

eat_my_ass_n_balls

Wait till you hear about oil .NET

zangor

I gotta say NET is looking healthy these days.

pundawg1

NET exporter. \> No one in the west is refining pure light sweet, its expensive and wasteful. Yes they do because it is cheap to blend with heavier oil. \> And all of this is kinda irrelevant. It doesn't matter when oil hits the price its gonna hit. It's already up 50% and that's still below the price of just losing Russia's supply in 2022. Depends on what country you are in. For NET importers, yeah fuel prices are probably going to skyrocket. For NET exporters, you can easily control prices with taxes/subsidies on the surging profits.

Mackt

NET

Game3k

NET will be the biggest winner of 2026

CorpoTechBro

Like many people, I started during the pandemic. My biggest winner is NET and it was on my radar due to Reddit hype at the time, but I followed the "buy what you know" rule and it worked out. My only regret is not buying more. I'll admit that I didn't do much DD at all - my basic thesis was correct (I know what the company does and knew it wasn't going anywhere) but there was a healthy dose of luck. My worst move was selling the big meme stock of 2021 (at least some of the investment subs still auto mod any mention of the ticker) near the bottom. I could have sold near the top, and even if I held on to it longer I still would have come out ahead. The big lesson I learned was to have a plan and not go by emotion.

OprahAtOprahDotCom

Will also point out that Reddit is a NET customer 📈

Reasonable_Aerie_769

I completely agree with the original poster's core assessment: now is still a good time to invest in the cybersecurity sector, driven by AI, momentum, and essential demand, which are just beginning to take off. Your views on the combination of CRWD/NET/RBRK, the naked option selling + underlying stock strategy, and valuation logic are all very professional and relevant to the current market.

OprahAtOprahDotCom

Yea exactly, but also the fears don’t really have basis the way they do with software , because the vast majority of enterprise attacks don’t involve malware at all . They involve exploitation of credentials and trust . That (combined with the net work effects that become more difficult for new entrants to emulate every day) is why NET /ZS/ and CRWD have such durable moats and strong tailwinds . I get the sense that the market is is being remind of it 📈

tangosukka69

>I just installed zero-trust from NET and instantly realized the value proposition. lmao is this AI? you have no idea what you're talking about.

kool_mandate

Interesting. It looks kinda speculative though. The stocks I mentioned, CRWD , NET and RBRK seem to me to have a moat What’s your thesis on QNC?

kool_mandate

I mean, I agree that the threat side is scaling rapidly& AI is changing alot.. I'm not sure thats a reason to be apprehensive of the sector though. Vulnerabilities and exploits are already outpacing manual patching, which is exactly why enterprises are spending more on consolidated security platforms w/ AI detection. Bots currently account for over half of web traffic, which is a tailwind for firms focused on identity, bot management, and API security imo I am thinking the winners will be the cybersecurity companies with customer data, distribution, and the unit economics to turn their offerings into durable high‑margin revenue (ex: CRWD, NET)

kool_mandate

I’ve personally used ZS, NET, and CRWD products and see real world examples and reasons for high customer retention in all the names . For someone who works in cybersecurity, your comment seemed kinda vague . I’d like to hear more detail. would you mind being a little more specific ?

QuickTick-AI

To answer OP - MSFT, NOW, NET, CRWD, CRM, etc. Were in the middle of a rotation out of Semi's and into SaaS. Once the institutional rotation is done, the narrative will shift. Look out for headlines about cost per token still too high - this will be the initial seed that will lead to "Enterprises are not yet willing to take on transition risk until the cost benefit of AI is overwhelming." Were not there yet. Start-ups who are aggressively deploying AI for workflows are talking about how token costs are turning into significant line items in their balance sheets. Once the narrative that the AI mass-adoption timeline is getting kicked down the road from a few months away to a few years away, SaaS rebound will already be in effect.

zangor

My homeboys VRT and NET are looking healthier than ever.

Ambitious_Spare7914

NET has been a golden child since IPO for me. Great management team, great service, rock solid performance.

SpaceyMcSpaceGuy

RocketLab is a great space company and pretty firmly in third behind SpaceX and Blue Origin. They have a workhorse launcher (Electron) and a promising partially re-usable competitor to Falcon 9 / New Glenn (Neutron), which is now launching NET Q3 2026. Company culture is good and the ideas are good. Revenue growth is promising. Neutron will eventually work with comparable economics to Falcon 9. As for the stock, RocketLab is priced at a preimum (67x 2025 revenue). It will be difficult to rocket up from a $40B valuation with launch and space services alone, but they have shown ingenuity to find new revenue streams. Good companies will do that and it's a reasonable long-term buy if you believe in the company. Once Neutron is reliable it unlocks new opportunities. Comparison's to SpaceX's valuation are bogus IMO - SpaceX's revenue is almost entirely driven by Starlink, which is expected to go to $100B by 2030. RocketLab is not building a telecom constellation and has not announced any project with similar revenue potential. There will likely be a pop in the stock from more investment in the sector after SpaceX IPO, but it isn't tied to fundamentals so could be volatile.

RoughSport7707

Amd 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?