Reddit Posts
Okay Portfolio Going Into 2024? [23 YOLD Looking for long term investments]
A turnaround potential for Qurate Retail?
What's your thoughts on Qurate Retail (NSQ: QRTEA)?
I’m down big on these stocks, which should I average down on?
I need your thoughts/feedback - Alternative Investment Platform
Ronn, Inc. Signs Exclusive Agreement with Net Zero LLC, Global Pioneers in the Environmental Credit Market
SoFi's Deposits have jumped more than 10X since March 31st, 2022. What is your risk tolerance?
Barclays started SoFi Technologies (SOFI) at Equal-Weight and today is the Fireside Chat with SoFi CFO.
$EPAZ Drone Subsidiary ZenaDrone Secures Funding
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.
Calculated risk in adding specific EV exposure. My case for $PSNY
Is now a good time to invest in cybersecurity (after MGM and Caesars Casino hack?)
AMC - My Theory of things - and why the Adam Aron Haters and No Voters are WRONG and were likely a part of a funded propaganda campaign
SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning
SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning
An Open Letter to the CEO and directors of Cloudflare
50k YOLO on $NET $70 puts expiring Friday
Shorts too far on this! Too early for accurate short data. $CWD is Starting to Bounce from Extreme Oversold Zone!
Back to the NAZ! $CWD is Starting to Bounce from Extreme Oversold Zone!
$HIRU to soon begin production for Voss Water.
What explains stocks dipping right after positive earnings? (AMD / NET)
Cloudflare ($NET) dropped 25% after hours, help me understand the financial technobabble
Am I reading this right? Fidelity money market at 4.48%!
FTX - Your Scheduled Claim Information and Unique Customer Code
Roast my portfolio (only 6 stocks, with the reasoning behind them and value estimates)
Table of Money Market Funds/ETF's or Ultra Short Term Funds/ETF's available on Merrill Edge
$BMXI 2022 Annual Report out and its a looker😁
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
CloudFlare ($NET) on squeeze? Goldman full of shit?
Cloudflare flags headwinds for 2023 but analysts remain positive (NYSE:NET)
Cloudflare stock rallies more than 10% as results, outlook exceed expectations ($NET)
GNS SQUEEZE : Atleast 17 Million NET SHORT (assuming Jan 25-27 was only shorts entering and exiting) (Almost 2x the existing free float)(see data)
Going ALL IN on CHINA Stocks. By year-end it will be a 2x investment.
Happy New Years $FSLY. Thanks for the $100k tax loss.
$RONI Occidental-backed NET Power to list in New York in $1.5 bln SPAC deal
ALL THE WAY UP ⬆️ a couple of hours with NET calls 📈📈📈
Sick move in high growth over past few days - you won't catch a bottom
INTK posts profit and growth for 3rd straight quarter!
Contrarian move into high quality SaaS stocks $NET $DDOG $ZS
Cloudflare beats expectations in earnings and issues strong guidance but drops after hours. What gives?
What are your cost averages for your top 3-5 stocks/etfs for the next decade?
Why is $NET down after good earnings results?
Reddit's Sentiment on Coinbase Going into Earnings: Really Bad
$ATER flexing their muscles. What failing company announces a planned acquisition and a 16-23% increase in NET revenue 2 months before earnings? Couple that with 85% decrease in shipping rates 🐊🐊🐊
GigaCloud(Chad) Technology: Beeg B2B Sales, trading near IPO price, and Earnings Friday PM. Want value? Here ya go.
Queen Elizabeth II Dies and Her Vast Net Worth Must Be Distributed
I own stake in a company I'm acquiring through M&A firm, must I sell my stake in said company?
BBBY 🐳 FINAL UPDATE : 2M (3.2M net) —> 5.4M —> 2.1M. NET LOSS ~1.1M
High Wire Networks (HWNI) posts great Q2 results and continues to crush it, get in while it’s still cheap.
Dropping 20K an hour before closing on earnings day. $NET
Cloudflare (NET) up 25% after hours based on earnings
My take on HKD and the whole AMTD conglomerates
Earnings don’t make sense anymore.
Earnings don’t make sense anymore.
Uber Earnings...My 1st instinct was Puts, but here is why I am wrong...Or am I? I probably am..Not right
GMVD SQUEEZE CALLING ALL APES -- 18% OF FREE FLOAT FAILED TO DELIVER -- INSANE LIQUIDITY CRISIS
[DD] [$YALA] Yalla Group Limited- Easy, easy money if you can do maybe fourth grade math?
Mentions
Buying $NET calls hand over fist at this price
Why is NET starting a war with Italy
NET 100 march/April Playing the runup and pump of earnings this month
Look what they did to my boy NET, disgraceful
Getting rich off cybersecurity. $NET $CRWD $PANW
Well I bought CRDO this week at an average 132.05 per share. I'm very happy about that one. As far as a YOLO pick... these are hard to hit, so don't judge too much if I miss. I'm expecting either a 3% loss or over a 30% gain most likely on thursday, but I will not take it to earnings next week. Anyway, I bought into VMAR today at 20 cents per share. EV boats... NET also looks enticing, I bought a small amount at open
$NET for massive gains. Cybersecurity big winner of 2026
Cybersecurity gains are certain NET CRWD PANW
Last chance to get $NET shares under $200
Last time $NET will ever be under $200 til it splits!
Cybersecurity will be the winner $NET $CRWD
With ETF the fees are built into the return; so yes the return of the ETF are NET of fees. With mutual funds they are mostly net of fees as well however some MF may have some front load or back load fee, however IMHO those funds probably should be avoided there is no real reason to pay some 5% front load on a fund, there will be 100s of other MF that have no transaction fee or load
Personally I code in .NET/C#, on Windows…
Your list is broad. I'm still thinking through ten stocks for the long run, not sure how long of a time horizon. I've got a few more than ten but picking a few options for more research Amazon Walmart Nvidia Google Netflix Have to have something in the energy space, grid, solar, nuclear etc Risky bet Oklo, Hubble, Stable but boring Exxon Defense Sector - RTX INFO SEC NET CYBR CRWD Retail HD DKS Ulta
Cybersecurity can’t miss $CRWD $NET
Thanks. I’m doing programming in .NET/C# (managed small development teams in the past). I just didn’t code anything related to options until getting into trading them and initially losing money. Then it became a mix of manual trading while backtesting and improving my backtests until I could spot signs on alpha.
I program in .NET/C# and all trades are saved to MS SQL database. I’ve managed teams of developers in the past. Just been coding on my own in recent years.
CAPEX IS NOT ACCOUNTED FOR IN NET INCOME !!!!! NET INCOME relates to OPEX
🐂 BASE PLAN — When the bull market continues 1️⃣ Core strategy 70–90% ETFs (depending on risk) Broad ETF (ex: MSCI World / All-World) Low TER (≤ 0.30% if possible). Ben mark regularly your banks (i use excel and macros) and eventually transfer your portfolio. DCA 2️⃣ Small protection while market is high Even in a bull market, prepare quietly: Keep 10–20% cash (I have more as I smell a crash and wait for real estate bingo). Keep enough to feel safe against live accident (health car ..). Don’t go 100% invested No leverage No “all-in” on hype assets This cash is not fear money, it’s opportunity money. ⚠️ CRASH PLAN — (-10%, -20%, panic) 🧠 Rule #1 (MOST IMPORTANT) ❌ Do NOT sell in panic Unless: you need the money soon (see above should not happen if you have enough in cash for the rest of bad events) or your original plan was wrong Markets fall fast → recover slower → then explode up again. 3️⃣ Step-by-step crash response Think in levels, not emotions: 🔻 Drop −10% (normal correction) Do nothing Continue DCA Stay calm (this happens often) 🔻 Drop −20% (bear market) Start using cash slowly Example: invest 25% of your cash Stick to broad ETFs only 🔻 Drop −30% or more (panic zone) Deploy remaining cash in parts Never all at once Focus on: World / S&P 500 Not speculative stuff 4️⃣ Emergency rules (write these down) ✔ Invest more when fear is high ❌ Never try to “catch the exact bottom” ✔ Time in the market > timing the market ❌ Don’t check prices every hour 🧯 PERSONAL SAFETY NET (very important) Before everything: Emergency fund (cash, untouchable) No investing money you need in <3–5 years Sleep well → good decisions come from calm minds. If you feel panicing , take your running shoes and run in Mountain. Or anything that would unfocus your brain from the panic (I am french so plenty of ideas ...) 🧾 SIMPLE SUMMARY Bull market: DCA ETFs Low fees Chill Crash: Don’t sell Buy in steps Use cash slowly Trust the plan (PRIVATE Banker/IT ingineer here)
Cloudflare NET (bet on AI internet infrastructure) GOOG (bet on models + API layer) Intel (bet on American fab for AI)
RBRK Cyber is going to pop & RBRK has a small enough market cap & growth to pretty easily double. For the lazy MF’ers here lurking for picks, Merry Christmas. These will also work well & make you $ in 2026 in the space: PANW, CRWD, NET, ZS.
> absolute destruction Over 100 public companies, with estimates ranging from 100 to over 200 by late 2025, hold Bitcoin on their balance sheets, including major players like MicroStrategy, Tesla, Block, and Coinbase, as well as numerous mining firms and others across diverse sectors, using it as a treasury reserve asset or for integration into business models, with tracking sites like Bitbo and BitcoinTreasuries.NET monitoring the evolving list.
Can u swing 7 dollars? NET 200 C 1/16 expiry is my guy rn
I modelled Tesla for 2028: Any company trying to build out a huge business often takes billions in losses at the start. However, TSLA has massively positive Earnings, Revenue, Profits, Gross Margins, and $37B in Cash (no Debt) right now. All this while ramping up the potentially LARGEST NET PROFIT STREAM EVER. 🚨 Conservative Napkin Math (Just for the Robotaxi Business in 2028) 🚨 100K Robotaxis @ $25K “Cost”: $2.5B $35 Net Profit to Tesla per Ride: $3.5M 50 “Rides” every 24 hours: $175M 365 Days: $64 BILLION NET PROFIT IN 2028: $61.5B after CapEx $TSLA Share Price *Just Using Robotaxi* at a 100 P/E: $1,748 I’m using $35 profit per ride assuming an average customer ride cost of $50, less charging/maintenance costs. Waymo charges an average of over $70 today. I’m assuming the entire 100K “fleet” is disposed of yearly at a capital cost of $2.5B with new vehicles.
I like NET the best of this list. I’m seeing a whole lot of tech and the money is flowing into value as we revert to the means. The sectors hit the hardest this year have been oil and healthcare. I suspect they both outperform next year and I have been buying both. I am of the mindset you build a portfolio brick by brick. I said ABBV was a buy in 2016 and it’s a buy in 2026. I like BMY using a 25% trailing stop. Just as important is a strategy. Without a strategy you are just another bloke lost in the ocean of sharks. You should know your exit before you buy. Are you holding for decades? Buying the dips? Using a trailing stop? What allocation are you using? Savvy investors know the answers to these questions. *Be very wary of Reddit. Those that know what they are doing have little time to spend here, this you are left with the flotsam and jetsam.*
33M or 33k? It makes a difference. As risky as day trading is, I think options are worse. They are win or lose best completely. You rarely can get out of one even or a slight loss. You either win or lose totally. And the second you start shorting via selling calls, you're putting your entire account, and NET WORTH BEYOND THE ACCOUNT at risk. Robinhood doesn't really teach people this. The stock market is gambling, but casinos have far worse games. You can win in the market, but only a few do, and they make it really hard to pull off.
Why the fuck is NET popping off AH, up 4%
All that matters is on NET what comes out to be true, and Tesla on NET continues to deliver.
Apache won out because it was good enough and free, it had abysmal performance but nobody cared. Nginx was an alternative written by a hobbyist with focus for performance. AI ecosystem is already at the nginx stage essentially, when Apache was mostly used for legacy apps and dying rapidly because nobody wants a web server that's slow. Nobody thinks about what web server they're using if it's good enough and up to the task. IIS? Not serious enough, sorry. Nobody serves web sites from Windows server. Why you'd pay for a Windows server license for that? It's not faster, it's not better, it just supports Microsoft stuff natively. You can run ASP.NET Core on Linux, most do just that. Windows is no longer king even in technologies that Microsoft created. Nobody is picking the Microsoft flavour of ASP.NET anymore, everybody is using the one that runs on Linux. Let that sink in. This is the route Oracle is going right now too. Why would you ever pick Oracle as your database for anything when Postgresql exists, is free and open source, and the company is famously litigious and tries to take your money? You wouldn't. And that's exactly what's happening. Sure, they have legacy deployments, but trust me. No CTO ever was like "guys, let's just use the proven tech - an Oracle database" in 2025. Why you'd ever pick that?
Obviously mods only count *NET karma*
Cloudflare $NET will be one of the biggest winners of 2026 🚀
Maybe this is a learning opp for me but where do you see negative earning and 4.3b debt. I checked their most recent earning report and it says 74million NET income and around 8million in debt.
$NET - Cloudflare goes substantially higher
Was it just me or did the internet just break briefly for a sec? Calls on NET (Cloudflare) or Amazon (AWS)?
$NET will make you rich. Trust. Don’t sleep on
NET keeps fukin up and staying green lol
CAPR, RKLB, GOOG, AMD, PLTR, and NET have carried my portfolio hard. - CAPR just popped 300% in one day due to good testing results - got in early on RKLB and think it still has 5x to grow. will probably continue accruing! - GOOG seemed underpriced for me for a long-ass time so have been loading up steadily - it feels good to be right - have been long AMD for years & it’s now one of my biggest holdings thanks to the run - PLTR bag holder since the IPO. only have 40% of my shares left (took profits) and can’t believe they’re up nearly 700% - NET has been an amazing stock, up over 140% did pretty well with RDDT and META as well. heavy tech bias has paid off this year 😅 but i’m scared
$NET will make shareholders rich in 2026
$NET will go substantially higher
Cloudflare $NET upgraded, price target $235, should be $275
Cybersecurity will be the winner in 2026. $NET will make you rich 💰
$5M in debt, $7.3M in assets so $2.3M NET assets.
$NET will be the biggest winner of 2026 🚀 💰
Bought NET @56. Saw it going to $220 and back to $90s during 2021 correction. Sold it in $90s and now it’s back at 200
Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.
My research led me to hold PANW, CRWD, NET, and ZS and excluded the others for now. Equal weight all except PANW, which I hold at double weight of the others. My portfolio has been tech-focused for a few decades and starting a few years ago I re-mapped it toward AI, post-classical, and robotics.
It’s a race between Palo Alto, CrowdStrike and NET. Everything else is garbage or too small. Each one of them are positioning for a specific niche.
If you aren’t buying the dip on ZS, NET, PANW… you must hate free money. CRWD and OKTA report next week, loading up if they dip too
MSTR? Unprofitable? Lmao. Wrong. Do you even know what they did this year? They did 2.8 billion in net… NET profit this quarter. Saylor is taking digital finance into the 21st century. It’s not only about the Bitcoin. That’s just the tool he is using to secure it. Good idea. Not another asset out there that is better for his use case.
No. If I withdraw 4% of $8M, that would be $320K/yr. And, if I don’t convert most of it to Roth type of accounts, it would be heavily taxed so I’d probably be looking at $200K/yr NET. My target is $15K - 20K/mo NET excl SS. And I don’t think thats a ridiculous amount of money, especially 15yrs from now. I also don’t want to JUST live in retirement, I want to chill and not worry about budgeting. Will probably withdraw more heavily on the front end of retirement, first 15yrs and drastically reduce as we get older and less able-bodied. Would also like to leave a nice inheritance for our kids as well. That’s my plan.
My company uses Microsoft so I've only seen it with .NET and Azure AI foundry. I'm positive there are easy ways to implement for other stacks
How do people feel about NET at its current price?
I think it depends on specific ecosystem and choice for each company was probably made long time ago and once you're in Oracle or MS SQL ecosystem, it becomes hard to justify change. I remember that 15-20 years ago, it was all about choice between MS SQL and Oracle, because these were enterprise databases, DBAs (DB administrators) specialized and certified in one of these database ecosystems and they were considered important. Some people preferred Java and Oracle, some people sticked to .NET, Microsoft and MS SQL, but both these options provided enterprise support, so you'd rather pick Oracle/MS SQL and get consultants to fix it, if needed, rather than pick MySQL/PostgreSQL and be left alone with problems.
I buy puts and short shares on companies i think are overvalued. Tesla and CVNA, and a couple others like CRWD, APP, NET, DDOG, AVGO. the movement and manipulation is insane. Algos will always ramp them massively on the open, especially Mondays. They try to scare the shit out of bears and probably margin call plenty. They bull trap hard on these green days then it usually dumps by mid day or the next day. then back up again. I almost always take profits on big red days. This goes on and on. Its a little war i have against algos. Sometimes fun, sometimes a mess.
I miss the records/poster store in Bergenfield. Positions TSLA, NET and TLT, yes I am old as dirt.
A couple of years ago FSLY had a major net outage. Stock was strong, until earnings reported that the outage caused them to lose some big clients. Analogous to NET? Who's to say?
Who detects the down when downdetector is down? $NET
Never said NET had anything to do with AI. It's a market reaction due to being skittish for Wednesday. I think I do know what I'm buying. My APP position that I bought 1 year and a half ago is probably larger than the entire port value of 99% of the people here.
Hope everyone bought NET calls this morning instead of puts
Don't get why people keep saying there's no revenue associated with AI right now. That's the point - you don't see any in the short term because it's meant to help with scaling. You don't replace people. You keep the people you currently have and backfill but don't need to add new people. Bullish. Appreciate the dump and free money. Opened a new position in NET and bought more of everything else this morning.
just realized how impactful NET is after today's outage
NET outage = CRWD outage? So NET calls?
Whole internet is reliant on NET just like they were on AMZN. Calls.
Cloudflare got AIDs Call that a NET Positive
lmao everyone trying to buy up $NET after it went down
Cloudflare (NET) hit its 52 week low It's not a penny stock, but they've been fucking up overnight/today and thought it was funny
I sold some NET my bad shorts 🫡
NET fix your shit! My ChatGPT Erotica girl is not talking to me anymore😡
People who FOMOd into $NET puts at open punching the air
I am so pissed I couldn't get a fill on NET calls fuck
NET calls were the easiest money ever. Too bad I didn't get a fill.
Is it worth buying a put on Cloudflare right now? I’m looking at NET 180 PUT 21 NOV
Today everybody will realize how important NET is for the internet
Wait till tomorrow to buy the NET dip.
Puts on NET, get it on the train boys