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r/investingSee Post

Okay Portfolio Going Into 2024? [23 YOLD Looking for long term investments]

r/pennystocksSee Post

A turnaround potential for Qurate Retail?

r/StockMarketSee Post

What's your thoughts on Qurate Retail (NSQ: QRTEA)?

r/stocksSee Post

I’m down big on these stocks, which should I average down on?

r/investingSee Post

I need your thoughts/feedback - Alternative Investment Platform

r/optionsSee Post

Got Assigned on my SPY Call Spread Short Leg

r/RobinHoodPennyStocksSee Post

Ronn, Inc. Signs Exclusive Agreement with Net Zero LLC, Global Pioneers in the Environmental Credit Market

r/stocksSee Post

SoFi's Deposits have jumped more than 10X since March 31st, 2022. What is your risk tolerance?

r/stocksSee Post

Barclays started SoFi Technologies (SOFI) at Equal-Weight and today is the Fireside Chat with SoFi CFO.

r/optionsSee Post

Selling Straddles

r/stocksSee Post

Cyber Security Stock

r/RobinHoodPennyStocksSee Post

$EPAZ Drone Subsidiary ZenaDrone Secures Funding

r/stocksSee Post

Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.

r/stocksSee Post

Cloudflare NET

r/wallstreetbetsSee Post

Calculated risk in adding specific EV exposure. My case for $PSNY

r/stocksSee Post

Is now a good time to invest in cybersecurity (after MGM and Caesars Casino hack?)

r/stocksSee Post

Cybersecurity

r/WallStreetbetsELITESee Post

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

r/stocksSee Post

Thoughts on Cloudflare ($NET)?

r/wallstreetbetsSee Post

NET - Life Savings YOLO

r/investingSee Post

Where should I go from here [22 years old]

r/smallstreetbetsSee Post

SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning

r/wallstreetbetsOGsSee Post

SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning

r/stocksSee Post

Tech Stocks Earning Calls This Week

r/StockMarketSee Post

An Open Letter to the CEO and directors of Cloudflare

r/optionsSee Post

TSLA short straddles going into earnings

r/wallstreetbetsSee Post

50k YOLO on $NET $70 puts expiring Friday

r/wallstreetbetsSee Post

Tesla float getting close to 0

r/StockMarketSee Post

Official Flight Date? - SPCE Stock

r/stocksSee Post

What are your favourite undervalued growth stocks?

r/ShortsqueezeSee Post

Shorts too far on this! Too early for accurate short data. $CWD is Starting to Bounce from Extreme Oversold Zone!

r/WallstreetbetsnewSee Post

Back to the NAZ! $CWD is Starting to Bounce from Extreme Oversold Zone!

r/pennystocksSee Post

Avila Energy

r/pennystocksSee Post

$HIRU to soon begin production for Voss Water.

r/stocksSee Post

Stocks to hold long term for 2023

r/stocksSee Post

Is Cloudflare Stock Outperforming in 2023?

r/stocksSee Post

Is Cloudflare Stock Outperforming in 2023?

r/StockMarketSee Post

What explains stocks dipping right after positive earnings? (AMD / NET)

r/wallstreetbetsSee Post

Wendy’s story

r/investingSee Post

Cloudflare ($NET) dropped 25% after hours, help me understand the financial technobabble

r/wallstreetbetsSee Post

$NET earnings

r/investingSee Post

Am I reading this right? Fidelity money market at 4.48%!

r/wallstreetbetsSee Post

FTX - Your Scheduled Claim Information and Unique Customer Code

r/wallstreetbetsSee Post

What is About to Happen

r/stocksSee Post

Roast my portfolio (only 6 stocks, with the reasoning behind them and value estimates)

r/investingSee Post

Table of Money Market Funds/ETF's or Ultra Short Term Funds/ETF's available on Merrill Edge

r/pennystocksSee Post

$BMXI 2022 Annual Report out and its a looker😁

r/StockMarketSee Post

Is Visa better than Mastercard

r/wallstreetbetsSee Post

2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)

r/wallstreetbetsSee Post

CloudFlare ($NET) on squeeze? Goldman full of shit?

r/WallStreetbetsELITESee Post

Cloudflare flags headwinds for 2023 but analysts remain positive (NYSE:NET)

r/stocksSee Post

Cloudflare stock rallies more than 10% as results, outlook exceed expectations ($NET)

r/ShortsqueezeSee Post

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)

r/investingSee Post

AI-DD: $NET Cloudflare business summary

r/stocksSee Post

Is this a good time to buy VTI/SPY/FAANG?

r/wallstreetbetsSee Post

Made some money from shorting NET

r/wallstreetbetsSee Post

Going ALL IN on CHINA Stocks. By year-end it will be a 2x investment.

r/investingSee Post

Pull out of stocks or keep them in?

r/wallstreetbetsSee Post

Happy New Years $FSLY. Thanks for the $100k tax loss.

r/stocksSee Post

What are you biggest losses this year?

r/SPACsSee Post

$RONI Occidental-backed NET Power to list in New York in $1.5 bln SPAC deal

r/wallstreetbetsSee Post

ALL THE WAY UP ⬆️ a couple of hours with NET calls 📈📈📈

r/wallstreetbetsSee Post

Latino heat 🔥 🎲 NET calls

r/stocksSee Post

Small or mid cap Cloud stocks?

r/wallstreetbetsSee Post

Took a L on NET call and PM puts 🫠

r/wallstreetbetsSee Post

Cocked and loaded NET calls and PM puts 😘

r/stocksSee Post

Sick move in high growth over past few days - you won't catch a bottom

r/pennystocksSee Post

INTK posts profit and growth for 3rd straight quarter!

r/wallstreetbetsSee Post

NET Cloudflare - Why?

r/wallstreetbetsSee Post

Contrarian move into high quality SaaS stocks $NET $DDOG $ZS

r/stocksSee Post

Cloudflare beats expectations in earnings and issues strong guidance but drops after hours. What gives?

r/stocksSee Post

What are your cost averages for your top 3-5 stocks/etfs for the next decade?

r/wallstreetbetsSee Post

Why is $NET down after good earnings results?

r/wallstreetbetsSee Post

Earnings Plays

r/WallstreetbetsnewSee Post

Reddit's Sentiment on Coinbase Going into Earnings: Really Bad

r/StockMarketSee Post

Chart request:NET

r/stocksSee Post

Steps to crush the corruption in Wallstreet

r/ShortsqueezeSee Post

$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 🐊🐊🐊

r/wallstreetbetsSee Post

Stocks for upcoming rally

r/ShortsqueezeSee Post

GigaCloud(Chad) Technology: Beeg B2B Sales, trading near IPO price, and Earnings Friday PM. Want value? Here ya go.

r/investingSee Post

Looking for diversification

r/wallstreetbetsSee Post

Queen Elizabeth II Dies and Her Vast Net Worth Must Be Distributed

r/stocksSee Post

I own stake in a company I'm acquiring through M&A firm, must I sell my stake in said company?

r/wallstreetbetsSee Post

BBBY 🐳 FINAL UPDATE : 2M (3.2M net) —> 5.4M —> 2.1M. NET LOSS ~1.1M

r/stocksSee Post

I think I have learned my lesson

r/pennystocksSee Post

High Wire Networks (HWNI) posts great Q2 results and continues to crush it, get in while it’s still cheap.

r/stocksSee Post

Reminder to take gains on the way up!

r/stocksSee Post

Village Supermarket: Regional Store Operator

r/wallstreetbetsSee Post

Any $NET traders here?

r/wallstreetbetsSee Post

companies that do business in russia

r/stocksSee Post

Cloudflare (NET) stock

r/wallstreetbetsSee Post

Dropping 20K an hour before closing on earnings day. $NET

r/stocksSee Post

Cloudflare (NET) up 25% after hours based on earnings

r/wallstreetbetsSee Post

My take on HKD and the whole AMTD conglomerates

r/wallstreetbetsSee Post

Earnings don’t make sense anymore.

r/wallstreetbetsSee Post

Earnings don’t make sense anymore.

r/stocksSee Post

Favorite growth tech stocks ?

r/wallstreetbetsSee Post

Uber Earnings...My 1st instinct was Puts, but here is why I am wrong...Or am I? I probably am..Not right

r/ShortsqueezeSee Post

GMVD SQUEEZE CALLING ALL APES -- 18% OF FREE FLOAT FAILED TO DELIVER -- INSANE LIQUIDITY CRISIS

r/wallstreetbetsSee Post

[DD] [$YALA] Yalla Group Limited- Easy, easy money if you can do maybe fourth grade math?

Mentions

You should sell calls instead. My position for this week: BYND Oct 31st 2.5/3 Bear Call Spread POSITIONS -200x BYND 2.5C 10/31/25 200x BYND 3C 10/31/25 TOTAL RETURN +$200 (+20%) TODAY'S RETURN -$200 (-20%) NET CREDIT -$1,000 -$0.05 EACH CURRENT VALUE -$800 -$0.04 EACH

Mentions:#BYND#NET

$NET will go much higher after earnings

Mentions:#NET

$NET blasts higher after earnings

Mentions:#NET

NET will blast higher after earnings

Mentions:#NET

$NET will blast much higher after earnings 🚀 💰

Mentions:#NET

NET

Mentions:#NET

$NET will make you rich

Mentions:#NET

$NET blasts much higher after earnings next week

Mentions:#NET

Calls on CVNA, RDDT, SFM, NET

$NET - Cloudflare will go substantially higher 💰

Mentions:#NET

SUPER MICRO PRELIM 1Q NET SALES $5B vs. $6.5B EST This has got to be a typo right?

Mentions:#NET

Same thing with NET

Mentions:#NET

Cybersecurity like $NET will be the biggest winner of next 6 months $NET $CRWD

Mentions:#NET#CRWD

Lockheed Martin Q3 2025 Earnings \- Rev $18.6B (est $18.5B) \- EPS $6.95 VS. $6.80 Y/Y \- Q Backlog $179.07B, +8.1% Y/Y \- F-35 Deliveries 46 \- FY EPS About $22.15 To $22.35, Saw About $21.70 To $22 \- FY NET Sales About $74.25B To $74.75B (est $74.31B) \- FY Business Oper Profit About $6.68B To $6.13B

Mentions:#VS#NET

I really would like a 3-5% drop before year end so I can get '27 and '28 leaps on AMZN GOOG TTWO and NET come on market make it happen.

NET predictions on earnings?

Mentions:#NET

If you want to take on that much risk, buy calls 1 year out. My current picks are CAT, SOFI, NET, but I’m already way up on these since my entry was way lower. You’ve got two years to try and accomplish this, in what’s already been a raging bull market, that could change at any given moment. Maybe you have some other picks you think will do well, but you can leverage the crap out of that money. Be ready to exit if you’re wrong, pick exit points and stick to them. I’m up 102% over the trailing 12 month period in my trading account. But I’m not rising 75% of my entire portfolio. I’m risking less than 20% and far far less of that is in risky trades. Good luck.

Mentions:#SOFI#NET

I don't have an opinion on Digital Ocean market position but the numbers are ok. The entry point is not juicy enough. On the picks, I just pick the industry and from there just invest the stack upstream and downstream. This includes ASML and all the way downstream to NET. The one stock that I was able to get everyone happy and put as the #1 position is TSM. I still think TSM is the best stock in this world.

Mentions:#ASML#NET#TSM

LOL. Their gross margins were NEGATIVE previous quarter, this quarter an abysmal 11%, but more importantly, NET margins are decidedly negative: pre-tax margin is a -41%. That means they are losing money by the bucketfulls. The alpha is -0.7, the book value is 9 cents, the cash flow is negative and IBD rates them as a 1, the literal lowest possible score. Sales fell 20%, and have been plummeting every quarter. Debt to capital is 214. **OMG.** Don't tell me "how it works" Poindexter. The company is trash.

Mentions:#NET#IBD

Great calls on ASML and NET. The AI revolution is going long and strong 💪💪

Mentions:#ASML#NET

like I said, only 184mm NET ppe as of last q...

Mentions:#NET

$NET will make millionaires

Mentions:#NET

NET could make you a millionaire if you have a net worth of $910,000

Mentions:#NET

$NET - Cloudflare could make you a millionaire 💰

Mentions:#NET

I've been in NET for a couple years. Phenomenal returns.

Mentions:#NET

$NET Cloudflare will make millionaires 💰

Mentions:#NET

Considering the 2 are in the same sector and will likely be very correlated… it’s probably too much for me. I might make a goal to get them to NET 20% combined

Mentions:#NET
r/stocksSee Comment

NET. I thought I made a killing on it when I bought 1000 shares at under $20 then sold at $60.

Mentions:#NET

FOMO is real 😅 I've learned to stop chasing what already ran and look for what's next instead. I use [stockpeg.com](http://stockpeg.com) to find undervalued growth stocks (low PEG ratios). Some on my radar: CRWD - PEG \~1.2 * Cybersecurity growing 30%+/year * Every company needs it TSM - PEG \~0.93 ✅ * Makes chips for Apple, Nvidia, AMD * Way cheaper than US tech * Taiwan risk though ASML - PEG \~2.1 * Monopoly on chip-making machines * Benefits from AI no matter who wins Honestly though, you've got a solid base with VOO + QQQ. I keep 70% index funds, 30% individual picks. Since you're already heavy tech, maybe look at sectors that benefit from tech: * Utilities with data centers (NEE) * Semiconductor equipment (KLAC) * Cloud infrastructure (NET, DDOG)

Word, I lost 10% NET today. Fkn wild, I’m back at +100% since April. I love this shit.

Mentions:#NET

NET ripping

Mentions:#NET

$NET will be one of the biggest winners of 2026. NET will make millionaires

Mentions:#NET

Cloudflare $NET will make millionaires

Mentions:#NET

Been holding $NET since $65

Mentions:#NET

ooh been looking at some NET leaps, love their company

Mentions:#NET

$NET and $CRWD will be the biggest winners of 2026 Cybersecurity market still undervalued by market $NET to $300

Mentions:#NET#CRWD
r/stocksSee Comment

Still accumulation bias. VWAP is steady & the bid stack continues absorbing every dip into 2.71–2.74, with OTC prints clustering tightly in that band. The microstructure shows: volume increasing on upticks, vanishing on downticks. That’s algo accumulation, not distribution. The RSI hovering in the mid-40s to 50s confirms neutral momentum. The bot is keeping its inventory NET LONG but hedged, using small top-of-book sales to manage exposure without flipping its book.

Mentions:#NET

Is NET worth holding long term?

Mentions:#NET

$NET - Cloudflare will be one of the biggest winners of 2026 and will make many millionaires NET 🚀 💰

Mentions:#NET

Both are great picks. Bought CRWD after the screen of death so up 120% in it. Also been holding NET for 2 years already. Cybersecurity probably makes up 30% of my portfolio now so overweight it, but LT so much more room to grow still

Mentions:#CRWD#NET
r/stocksSee Comment

Long shot but anyone here holding AKAM and willing to shill me a bull thesis? If NET is a $70 billion company with $1.7 billion revenue and has literally never turned a profit, ever, then I see little reason AKAM shouldn't be a $20 billion company easily. Revenue $4 billion and climbing steadily every year, and actually turns a profit. Has AI appeal too, with an "AI firewall" product and a product for monetizing AI web crawlers. I don't hold individual stocks often but I'm pretty tempted to throw $3k at this and hope I finally get my lucky day for once.

Mentions:#AKAM#NET

why would buying $NET make me rich, it's already at all time high

Mentions:#NET

$NET is the move if you want Scrooge riches 💰

Mentions:#NET

$CRWD and $NET will be among biggest winners of next 12 months

Mentions:#CRWD#NET

$NET - Cloudflare one of best tech plays out there

Mentions:#NET

$NET is an absolute beast and is not stopping anytime soon 💰

Mentions:#NET

$NET - Cloudflare. - will not take long to double again. Market has no idea of growth about to be unleashed, on top of already crazy ~35% topline they been seeing

Mentions:#NET

$NET - Cloudflare shares will make a lot of millionaires 💰

Mentions:#NET

Can someone clarify Does this mean that NET the us gained -30k jobs, i.e. more jobs where lost than created?

Mentions:#NET

updating registry key 'HKEY\_LOCAL\_MACHINE/SYSTEM/CurrentControlSet/services/eventlog/Application/Oracle Data Provider for .NET, Managed Driver' MAKE IT TIME OUT OR SOMETHING!!

Mentions:#NET#TIME

$NET is going to make a lot of millionaire$

Mentions:#NET

What's your next move? Are you watching other Chinese stocks? $NIO $PDD $WRD $AIFU $NET for example?

Let's have a looksies at some of the "fundamentals" Profit margin this looks really goo.. OHHH MY FUCK. -1016.15%?! That takes some significant skill. The company has executed not one, Not Two, BUT THREE!!! reverse stock splits: 1-for-15, a 1-for-9, and a 1-for-10 split. This is incredible diligence on their part. They must be experts at this by now. [ref.](https://www.sec.gov/Archives/edgar/data/1813783/000110465925079576/tm2521356d6_424b4.htm) Vision Marine generated $530k in revenue while posting a net loss of 12MM>!!> [ref](https://www.sec.gov/Archives/edgar/data/1813783/000110465925079576/tm2521356d6_424b4.htm) Nauticle Ventures net loss 14k in 2025, net loss of 10MM in 2024 [ref](https://www.sec.gov/Archives/edgar/data/1813783/000110465925079576/tm2521356d6_424b4.htm) Nautical Ventures acquisition omnomnomnom tasty proffitable comp........ NET LIABILITIEs OF 91MM?!?!?! [ref.](https://www.sec.gov/Archives/edgar/data/1813783/000110465925079576/tm2521356d6_424b4.htm) Come on mate, try.

Mentions:#NET

>Global AI In Cybersecurity Market Size Projected to Reach $93 Billion By 2030 Due To Frequent High-Profile Cyberattacks Active Companies in the markets this week include iQSTEL Inc. (NASDAQ: IQST), Cloudflare, Inc. (NYSE: NET), Palo Alto Networks (NASDAQ: PANW), Cycurion, Inc. (NASDAQ: CYCU), Deutsche Telekom AG (OTCQX: DTEGY). Cycurion, Inc. (NASDAQ: CYCU), a leading innovator in AI-driven cybersecurity and IT solutions, recently announced an additional $4.6 million in new contracts to be earned over the next year, building on the previously announced $69 million in contracts, for a total of $73.6 million in AI-powered growth across multiple sectors. Leveraging its proprietary AI-enhanced Cyber Shield / ARx platform. https://www.newswire.ca/news-releases/global-ai-in-cybersecurity-market-size-projected-to-reach-93-billion-by-2030-due-to-frequent-high-profile-cyberattacks-811398957.html

$NET will make you very rich

Mentions:#NET
r/investingSee Comment

Not every business valuation is based of how much are they generating money ( PLTR , NET , etc ) it’s mostly about game changing future ( my opinion not an expert )

Mentions:#PLTR#NET
r/stocksSee Comment

Not life changing but I had 300 shares of NET at $20 a share and sold for only 50% gains. If I held on it would’ve 10x

Mentions:#NET

Up over 400% on my shares of NET

Mentions:#NET

$NET will make millionaires 💰

Mentions:#NET

Cybersecurity is a longterm sure thing, but individual companies are not. I have had the WCBR and CIBR ETFs, as well as broader software IGV, but now I'm getting my largest cybersecurity action from the SPRX ETF, which holds ZS, NET, CRWD, PANW and RBRK, about 23% of the ETF total in cybersecurity. If I had to go with a dedicated cyber ETF now I'd pick CIBR.

I'm not only holding but thinking of buying more. I don't get the negativity towards this company....other than its horrendous stock performance lol. It's stated record NET profit and has paid down a whole lot of its debt. This is a long hold for me.

Mentions:#NET
r/stocksSee Comment

Well, the competition is very very hot for that. They have loads of direct competition and some indirect, but still focused enough to keep market share away from NTSK. Some examples (yes, it is an AI list, but I did read over it and they all apply and then some). I could find many more: * Fortinet (FTNT): While known for their firewall and network security products, Fortinet has been expanding their offerings to include a SASE (Secure Access Service Edge) platform that competes directly with Netskope. They leverage their existing customer base and broad portfolio. * Cloudflare (NET): Known for its content delivery network (CDN), Cloudflare has aggressively moved into the cybersecurity and SASE market with its "Cloudflare One" platform. Their global network gives them a unique advantage in terms of speed and performance. * Check Point Software (CHKP): This is another long-established cybersecurity company that offers a comprehensive suite of security solutions, including SASE products. They are a major player with a focus on a unified security approach. * Microsoft (MSFT): With its massive Azure cloud platform, Microsoft is a formidable competitor. Their integrated security solutions like Microsoft Defender for Cloud and Microsoft 365 security offerings can be a strong alternative for companies already heavily invested in the Microsoft ecosystem. * Broadcom (AVGO): Following its acquisition of Symantec's enterprise security business, Broadcom is now a significant player in the market, particularly in data loss prevention (DLP) and cloud access security broker (CASB) solutions, which are core to Netskope's platform. * Zscaler (ZS): Zscaler is a major player in the Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, which are key areas for Netskope. They are often cited as a direct and significant competitor. * Palo Alto Networks (PANW): A leading cybersecurity company, Palo Alto Networks offers a broad suite of products, including their Prisma Access SASE platform, which directly competes with Netskope's offerings. * Cisco Systems (CSCO): With their extensive portfolio of security products, including Cisco Umbrella, Cisco is a formidable competitor. They have a massive installed base and brand recognition. * Forcepoint: A global cybersecurity company specializing in data-first SASE and other security solutions. Their focus on data protection and user behavior analysis makes them a direct competitor in the cloud security space. * Cato Networks: This company is a key competitor in the SASE market, offering a converged networking and security platform from the cloud. They are known for their integrated approach to security and networking.

Banks and PE have become NET SELLERS since the prices started dropping in the first quarter. They hate losing money with low rents and asset depreciation. Not "a million", but multiple millions of illegals arrived to compete with the poor and young Americans for housing every single year of the Biden administration.

Mentions:#NET

Cybersecurity stocks if you want riches $CRWD & $NET 🚀

Mentions:#CRWD#NET

Yeah had a couple moments where my $47.5 strike was up 15% but I think the entire market mooning just screwed us. Same thing happened on my NET calls play where earnings were good but the tariffs news got released pre market and dumped everything

Mentions:#NET

CRWD and NET - cybersecurity will continue moon mission for riches

Mentions:#CRWD#NET

$NET on sale. This stock will make you rich. The market for cybersecurity, believe it or not, is vastly undervalued. How else does this stock have 35%+ topline growth. NET will make you rich

Mentions:#NET

Integra Gold Resources $ITRG 1st year of revenue +383% in 6 months 43% NET MARGIN and profit from the 1st year 100% of its mines in the US just got MPO validated 3 sites Florida which propels Integra into junior mining DELAMAR which gives integra a value greater than the 3.3B cap of Gmining Gold junior US miner Producer explorer and developer Silver explorer massive

Mentions:#ITRG#NET

You need A NET to catch you as you freefall, fam

Mentions:#NET

>US HOUSEHOLD NET WORTH JUMPS BY $7.1B IN Q2, REVERSING FROM A $1.7T DROP LAST QUARTER average Robinhood user portfolio

Mentions:#NET#DROP

ORACLE CHAIRMAN LARRY ELLISON GAINED $106.8 BLN IN NET WORTH TO $399.8 BLN - FORBES REAL-TIME BILLIONAIRES LIST fucking hell this is just real time bullshit

Mentions:#NET#TIME

IREN continues to dilute QoQ and NET Cash is -400m. They are making a profit but yet continue to dilute and for that reason, I'm out.

Mentions:#IREN#NET

I know I’m in the **MINORITY** here, but CSPs does work well if you are selling contracts on the Correct stock—large cap tech stocks that have proven quarter by quarter that they grow revenue 15-50% yoy, led by a capable CEO with 10-30,000 employees. These aren’t companies anymore, they are like small countries. How can they fail in the short-term? Yeah everyone cherry-picks here a lame stock that isn’t growing anymore, blabs about it dropping, **but those are rare swan events**. Forget the Mag 7, let’s just choose randomly large cap tech stocks EASILY GROWING double digits. CRWD, AVGO, NOW, NET, AMD, DDOG, PANW, ORCL, etc. Are any of these stocks going to 0 in the next 4-5 years? Hell no! **I’ll take that bet** Might it drop 30-40% suddenly because the President has gone off the deep end again? WWIII? Civil war? Maybe, but that’s where **time in the market** saying comes in. You might have to stay the course three months, six months, 1.5 years, but only stay the course if the company is still growing double digits and never sell low. This happened to me with Zscaler where I sold too low at $170 last year. I got in 2021 buying it near $300. Now look at where it is

$NET - Cloudflare will make many millionaires. This is just the start 🚀

Mentions:#NET
r/stocksSee Comment

NET, Cloudflare

Mentions:#NET

$NET will make you a millionaire 🚀

Mentions:#NET

$NET will have best return of 2026

Mentions:#NET

Cloudflare $NET will keep rocketing higher and will make a lot of millionaires

Mentions:#NET

Mate, you need to learn more about how to value companies. I skimmed through your playlist. You're running on a lot of assumptions. It's easy to make assumptions. In the last 5 years alone, we've seen many "revolutionary industries" crash and burn because people don't pay attention to valuation. The fact is, Aduro is a tiny company losing a lot of money and diluting you as a shareholder every single year to keep the ship running. Last year, Aduro made CAD 337k in revenue. I work for a private local startup in Indonesia. Our NET PROFIT this year will be more than 75x Aduro's annual revenue. Don't invest based on what a company will/can/should do. Be real and look at what they are now. Assume they're not going to do much better than this. That's your margin of safety.

Mentions:#NET
r/stocksSee Comment

Some of the growth names I’ve been watching beyond the mega-caps are APP, CVNA, and NET…all posting double-digit revenue growth this year while still trading below their 2021 multiples…Curious if others here think mid-cap growth has more upside than the big players like MSFT or NVDA at this point.

Shorting 5 SQQQ for every 1 TQQQ you buy is NET positive

r/stocksSee Comment

Would encourage people to look at net profit margins. I'm seeing a lot of sub 10 percent **NET** profit margins or even negative **NET** profit margins in some companies that have 50+ Gross profit margins.

Mentions:#NET

SIG (and BRLT which is in the same industry) have been on a tear since hitting bottom. Not sure if there's as much potential upside as there is downside at this point. ASO is interesting. But regarding earnings, they've had double digit % EPS misses for 4 out of the last 6 quarters. Of the other 2, one was in-line and the other was a mid single digit % EPS beat. NIO is a good short. All the other Chinese EV stocks have had big pullbacks. Could be a good mean reversion play. I'm long HQY, but it's a very small position atm. If it tanks to $75, I'd actually like to load up on **more** shares. ZS has some competition with NET and PANW. Tbh I have no informed opinion, but at least PANW is cash flow positive.

r/investingSee Comment

NET

Mentions:#NET
r/optionsSee Comment

Tell me what those growth stocks are getting 100% annual yield. You’re out of your mind. These would have to be NVDA, CVNA, META. That’s not a system. That’s being lucky with specific picks. It’s not repeatable and it’s not recurring. Nor is your elaborate house of cards. If this was systemically possible, everyone would have bought NVDA and continue to do so forever, and the phrase “arbitrage away the edge” wouldn’t exist. There’s no alpha in winning the lottery. The reason why you don’t have the cash is clear. But you don’t need cash. You asked for an alternative. Cash is an alternative. With $1M port, you can sell CCs at low deltas and manage the minority that turn bad with disciplined BTCs. You will have incredibly low risk of shares selling, and get 3% monthly yield, equating to 42.5% annualized. Your proposal ignores they are paying you back your own money, with NAV erosion continuously. You’re looking at ~15 months before hitting break-even. You’re not netting out the cost of your interest rate, and the fact that you’re predicting a “high return” (it isn’t) from these CC yield funds. They are charging you a management fee where they are guaranteed to get paid, so they will do the CC work for you. You could cut out the middle-man, not lose management fee vig, and not suffer offsetting NAV collapse of a fund with no inherent productive value. Let’s break it down. ——- Those Roundhill / Yieldmax “yields” though, don’t account for the fact that the NAV is degrading the whole time. The share prices dropped 20.22% over its life so far and that’s only a year. These yield ETFS, they haven’t even made it to the breakeven point right? Wouldn’t that take almost 3 years? 15 months at minimum. And the whole time it’s declining from the price you paid for it at the beginning. RDTE is down -15.74% for a year (its entire life). I believe the Yieldmax ones are even worse. That’s 24% then *minus the 5% margin interest*. On $400k is net 19%; which is the same as 7.6% on the whole $1M. For layers of extra house of cards with at least 3 downsides. You’re not actively doing anything with options. Just picking a different version of throwing money at someone else and letting them figure it out. If you were active trading you could do better than 7.6% in a year (that’s like 2 months of active options sales). Making a big yield (it isn’t anyway) on $400k is not better than making an equivalent yield on the entire portfolio. The *NET* yield of those Roundhill and Yieldmax funds are 11.44%, 4.69%, and the advertised “distribution yields” of *”35%”* are only counting only *income layouts* not total net gains. MSTY brags about NAV growth, but it’s 33.98% of the underlying MSTR itself. Literally a third of your performance just holding MSTR. Read the Form 19a-1 on those Roundhill ETFs. *100%* of those distributions are Return ***of*** Capital. Not Return *on* Capital. They are literally just trickle-paying back your own money (which you don’t actually own, you’re on the hook to a lender for $400k, and you’re paying interest on that, and subject to margin call which will force liquidation of your precious growth stocks that you don’t want to risk on low delta CCs). MSTY payouts have been 60%, 86%, and 97% Return **of** Capital. They’re taking your money, living large on fees, paying you back some of your own borrowed money. You’re paying interest to your lender. I just did the actual math, not top of my head (I said 15 months above). That XDTE, if you put in $400K into it, isn’t paying you 11.4% because you’re paying interest on the $400K every month starting immediately while you’re waiting to break even from XDTE returns. You’re paying 5% interest, so 11.4% - 5% = 6.4%. You’re getting 6.4% from XDTE. (That’s about 1.5 months of option sales for me.) Your starting point is -$400K in the hole. To get back your $400K in combined share price + weekly payouts, we have to estimate how much NAV will continue to degrade, but we’ll use last year. It’s going to take you 9-10 months before you are positive 1 penny. Let’s just generously call it 9 months. Now… you can’t have the Shares cake and eat the yield too. Since you want income, you’re not compounding. So at 9 months, you have to decide if you: — Want to sell the shares and cash out, at which point you’re at exactly $0.00 / 0.00% gain from your starting position. — Leave the money in shares and wait for that income to start. Since your shares are frozen capital, we wait till **just the payouts** reach $43.80 and one penny. Since we don’t care about NAV erosion in this scenario, you’re enjoying the ~28% payout rate. So 3.5 years of weekly payouts later, you have finally turned a profit of one penny. Congratulations. Assuming XDTE still exists 3.56 years from now if the fund keeps degrading by 20% a year. Or Roundhill still exists. And this is assuming the payout rate stays as high as 28%. If the fund drops 20% for three and half years, I’d be very skeptical they can keep paying out 28%. You have to keep bringing in new suckers for a Ponzi scheme to work. These kinds of funds, the oldest granddaddies are 3 years old, Roundhills are one year old. Maybe XDTE will still exist in 3.56 years. At that time, you’ve made a penny (exciting!) and your shares are probably worth about $19.80 (but your not concerned with equity, or productivity, you just want income). ***But wait! There’s more!*** As you importantly point out, you’re cash poor. So you borrowed someone else’s $400,000 to play this game. You’re not learning to swim with dad standing still in the pool. He’s moving backward from you at 5% a year. So, to break even at 28% payouts, you’re actually getting 23% payouts. That’s 4.35 years till you make your first penny. And, you have to pay your lender that 5% (divided by 12 months naturally) every month, starting immediately, not waiting 4.35 years to begin paying the interest from your shiny new penny. At that point, 4.35 years later, your shares are now worth $14. But you don’t care about that, you’re just here for the income. I’ve changed my mind. This is a great plan. For your broker and Roundhill. Please let me know who your broker is so I can invest in them directly. And for opening my eyes to this scenario, as a gift, please DM me your PO Box and I will buy you a calculator at the dollar store and ship it to you. I’ll cover the shipping costs.

r/investingSee Comment

Yeah, I don't get that group. As you know, I play in all 3 prongs of the AI Story, (LLM AI infrastructure semi and AI agents).As you recall, we had a disussion on data/Rags a couple months ago and we brainstormed reddit, MongoDB, Snow, DDOG, CRWD, NET are the stocks to own. All have been crushing it this week alone with upside. Too bad that echo chamber is so closed minded to good ideas. I never thought bb would amount to anything since 2016 and it's a dead end investment there. I don't bat 100% or even close, but I've been doing this for 25 years and counterpoints and critical analysis is key. What you see over there is an echo chamber which is why it is such a sad state. I did the best I could. In any case, that conversation led to 7 figure gain, so much appreciated.

r/wallstreetbetsSee Comment

NET just doesn't give a fuk about PE ratio or none of that nerdy ass shit

Mentions:#NET
r/optionsSee Comment

I have owned a handful of NET for the past few years. Never once have they shown a profit, and the stock price has swung dramatically. If it were me (very inexperienced options seller), I would all the assignment to happen (and it still might not), and then buy 50 shares on the market (assuming assignment happens near ATM). Then I can sleep at night knowing if the stock goes to the moon, I still got a piece, and if it declines, I still came out ahead. Of course, this leaves you with only 50 shares, which doesn't allow writing another option, but I think I prefer to move some of that cash to something that's not already up over 100% on the year with negative eps.

Mentions:#NET
r/wallstreetbetsSee Comment

$NET will make you rich

Mentions:#NET
r/wallstreetbetsSee Comment

Nvidia Q3 Earnings will make it the most profitable company in the world, despite only having HALF of those NET earnings 12 months ago? "Nah, the growth story is finished, I'm out" \~ Wall Street https://preview.redd.it/xl2w6alvgqlf1.jpeg?width=600&format=pjpg&auto=webp&s=829c9762298bf802e8e7c9b7a34000272f21352d

Mentions:#NET
r/stocksSee Comment

They did it. They are on track to become world’s most profitable tech company. 25B QUARTERLY NET PROFIT, excluding China.

Mentions:#NET
r/stocksSee Comment

They did it. They are on track to become world’s most profitable tech company. 25 BILLION DOLLARS NET REVENUE ..

Mentions:#NET
r/wallstreetbetsSee Comment

Cybersecurity will be the greatest wealth generator in the market in decades. $NET if you want to be a millionaire. Don’t sleep on $CRWD either

Mentions:#NET#CRWD
r/wallstreetbetsSee Comment

$NET will trade up to $250 quickly

Mentions:#NET
r/wallstreetbetsSee Comment

$NET will make millionaires $CRWD ain’t bad either and will move higher after earnings

Mentions:#NET#CRWD
r/wallstreetbetsSee Comment

Fun fact: About a decade ago UNH bought Optum for their prescription solutions PBM. Which ran and as far as I know still runs on Cobol. We were hired as consultants to try and fix it for them. They paid a shit tonne of money and decided Cobol was superior, when the newer .NET solution could only fulfill a few million scripts a day versus the Cobol one who just did unlimited somehow. Whole place runs on the equivalent of Atari's.

Mentions:#UNH#PBM#NET
r/wallstreetbetsSee Comment

Cloudflare $NET will make millionaires. 35% revenue growth is just the start 🚀 $NET will make millionaires 💰

Mentions:#NET
r/wallstreetbetsSee Comment

>Typically money invested results in a 15x+ multiplier of market cap Where tf did you read that? Market cap doesn't mean shit, its all about liquidity. I can invest 5 million in a 10 million market cap stock, but as long as someone is taking the other side of that and keeping spreads low its not going to do anything to the market cap. ROOT has 600K daily volume, 16K shares does not move that to any meaningful degree. Its about NET inflow/outflow and one regard with a little over a million isnt doing shit when ~54 million dollars worth is changing hands every day. By your logic, Buffets' recent UNH purchase alone should have caused it to pop 10%

Mentions:#ROOT#NET#UNH
r/stocksSee Comment

right 20 bn in revenue but -30 bn NET LOSS

Mentions:#NET