NET

Game3k

$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

MybobbyB

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

NigerianPrinceClub

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

GneissFrog

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

isolated-cat

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

rudiilikesbigbootys

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.

ed2727

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

Game3k

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

DepartureQuick7757

NET, Cloudflare

Game3k

$NET will make you a millionaire 🚀

Game3k

$NET will have best return of 2026

Game3k

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

FlameoHotman-_-

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.

PutItOnTheRitz

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.

Melon-Usk-Taco

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

luvnlife7

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.

ohgodthehorror95

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.

OliveBasic6041

NET

Scannerguy3000

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.

db_deuce

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.

Nefarious_AI_Agent

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

mfwl

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.

Game3k

$NET will make you rich

YouHaveShitBreath

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

EpicOfBrave

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

EpicOfBrave

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

Game3k

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

Game3k

$NET will trade up to $250 quickly

Game3k

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

trumpdiego

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.

Game3k

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

WhaleSmacker17

>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%

SadComparison9352

right 20 bn in revenue but -30 bn NET LOSS

SangerGRBY

Value investor nerd fucked me over. Sold $NET in May at 127 for a 5% gain because some value investing nerd told me about moats, PE, PB, margin of safety. Its now at trading at 200 ffs.

jason8585

Should I sell NET for a profit and dump it all into RDDT?

SoterPie

HDSN, DOLE, NET, SBSW and ETH..... thank me in 2 years.

SteadfastEquity

This I respect. Here's an anonymized example: you're a business with NET 90 day invoices owed to you. Say, you have $250k here. You have covenants on your existing loans, you can't stack debt without triggering a review. You're stuck. But you need to pull cash forward to expand. And if you do, you can grow your business, which is worth quite a lot to you. So here we come. I'll buy that invoice from you, for 90% of its value. To me, that gives me a near 36% annualized return. Now all I have to do is secure the payment. So as part of the deal, I require collateral from you. This is where we're smart. We are experts at understanding how to perfect against and liquidate collateral that banks typically don't attach to, but have readily available markets for us to sell to. I'll attach to $1M of your collateral. Then also, at the same time, I'm usually already underwriting the payment likelihood of their customer. And, then, here's the beauty, we package that up and securitize it out. So I'll seek to ship that off my balance sheet and because we have such a yield, we can easily move this when we stack it with a bunch of diversified claims. Rough example of one of the strategies. So yeah, you tell me. 4:1 assets to debt. Locked in payment with recourse on both vendor and purchaser. And to be honest, I hope they don't pay me on time because we make even higher returns when we get to sell the collateral and charge the late and penalty fees.

MoneyElegant9214

Max out 401k first. One day you will be glad. If nothing else. 401k. If your employer doesn’t match do it anyway, and advocate for a match. Almost all employers match and that is “free money”. Then see what is leftover. Don’t go into debt deeply. Pay off anything you charge every month. If you can’t pay it off that month, you’re overspending. Determine your monthly spend from NET check. $140 is a great start. Congratulations. It is gross, not net. Determine what you have left over to invest. Start there.

Ostromilski

I'm looking for someone to call me an idiot. Yesterday and today I shifted my portfolio massively from "growth" to "maintain value". I use to have AMZN, MSFT, AMD, INTC, NET and a bit of AAPL. I also use to have some QQQ, and a much larger proportion of VOO. I no longer believe the current rate of growth is sustainable, and I've fully bought into the "we're in a giant bubble and it is inevitable that it will burst any day now" FUD. So, to that end, I sold all my direct tech stock holdings, and I also sold all my QQQ. I also lowered the amount I had invested into VOO by a good 60%. I still have some All-World ( forgot the ticker exactly now ), DAX, a polish ETF ( also forgot the ticker ) and the little bit of the S&P I have left over. The freed up money I split between Berkshire Hathaway B, and an iShares Physical Gold ETF. I'm really thinking 2026 is going to be a bad year, and I'm basing this on all the nonsense Trump has done, but also on the general state of delusion surrounding AI. I believe companies are taking actions on the premise of "we'll use AI instead", when actually the real reason behind it is because it's harder now for them to get money to do those things. Maybe it's all conspiratorial, maybe I'm just paranoid. Or, maybe I'm just an idiot :)

DICKDORKDAVE

nope I bought NVDA, NET and MARA instead because they don't kill Americans

Awesome____Sauce

AMAT? more like you need A NET to catch this dump

cbusoh66

Cisco made $10.5 billion of NET INCOME in 2025 and it's growing at a healthy clip in the next AI networking boom. That's twice what Palantir makes in REVENUE the entire year. CSCO market cap $278 billion. PLTR is $437 billion. 🤡🤡🤡

Dicktracy69ers

NET isn't even profitable, unless I'm mistaken.

invester13

have you seen their forward PE? Cava's forward P/E ratio is currently around 148!!! How are you buying a restaurant company this levels? This is SaaS level.. would you buy CAVA or with the same or around the same PE? NET — Cloudflare CRWD — CrowdStrike SHOP — Shopify Inc.

Large-Wear-5777

$NET is already $200! No one uses $NET for “AI infra”. No one even uses $NET for any of their cloud services. You know what that 20% of the web uses $NET for? DNS, that’s it. Now of course it might melt up just like literally every other tech stock. But buying $NET at $200 for “Ai r3asOnz” is crazy

iwasshotbyatigeronce

LOL... You are taxed on NET gains, so if I lost it all (I only trade 1256 contracts) I would not owe taxes.

Syllabub_Visual

WEALTH LEVEL BY NET-WORTH Poor $0 - $500K Middle Class $500K - $2M Upper Middle $2M - $4M Comfortable $4M - $10M Wealthy $10M - $30M Lesser Rich $30M - $80M Comfortable Rich $80M - $150M Rich $150M - $200M Seriously Rich $200M - $400M Truly Rich $400M - $800M Filthy Rich $800M - $2B Super Rich $2 Billion + Saw on instagram

MarketsSwing

$NET

HearsToTheDeaf

NET

dansdansy

I would advise against healthproviders. These medicaid cuts are going to wreck their bottom line. Cybersecurity seems to be providing a good entry here. PANW, CRWD, NET would be my picks. Avoid FTNT and SentinelOne.

dansdansy

Attacks are increasing and costs to victims are rising. You can't get cyber insurance without these solutions installed and integrated properly in your network infrastructure. Three companies, CRWD, PANW, and NET are among some of the biggest beneficiaries of AI capability as of what it can do today. Their overhead will come down hard over the next few years and we're already seeing the results in the cyber workforce's supply/demand. What you're presenting about "AI buildout" taking away from cyber spend, which is also AI buildout, doesn't make sense to me.

Ready_Philosophy_734

Bullish. This fucking market makes no fucking sense anyway.  Great news make GOOG dip. I assume this dumb "HACKING" ordeal will make the price skyrocket.  Calls on NET!

Kysiz

I switched from vanguard to fidelity for Roth IRA cuz vanguard is for boomers and didn’t roll over… I left some NET shares in there and it’s 10x since 2019

Deluxx3

Do you think it’s too late by now to jump into $NET?

Background_Panda3614

I am firmly in this camp. SN, NET and TSLA. But it can bite you like Celsius

rshunter123

NET doesnt stop

Game3k

Daily wealth reminder- if you want to be wealthy, buy $NET (cloudflare) Cybersecurity will be the real winner of 2025

Game3k

$NET - Cloudflare will make millionaires 🚀 consistent 35% revenue growth and we’re in the early innings Buy NET shares

rshunter123

frick it, $NET calls

ij7vuqx8zo1u3xvybvds

Lots and lots of companies and startups. I've got no love Microsoft, but .NET and C# are fantastic, and most people who want to shit on it either have never touched it or are basing their opinions on information that's 10+ years out of date.

ThinkBigger01

To give you a fair chance, can you tell exactly what's in your portfolio allocation and how much percent for each position? Make sure to mention NET exposure for each position since you mention you use leverage. It's possible to have a port that has total net exposure above 100% but you really need to break it down if you make claims like less volatility.

Aromatic_Shame_2350

But you are, a sanctimonious POS. Which make you worse than every ppl here in WSB, who do not lie to themselves. WE LOVE MONEY . WE HATE NET NEGATIVE individuals (those who you pretend to stand for). The fuckers who gave you fake internet point cuz they got no money

JoeDirtTrenchCoat

This is the NET number that comes from a combination of hires and separations data which are over 5M each.  And it’s originally from mostly survey data that then gets revised by hard data. So it’s more like you invited 100 people to a party and 54 rsvp yes.  Then on the day of the party only 51 show up.  75% drop in net.

youngneil00

Made up for about half my loss from NET calls today, oh well

Past-Entertainer335

Profit taking on NET today will be massive after the spendid run. option max pain is 190 today.

yaris205

NET's chart looks insane the pat couple days

youngneil00

Threw my money at NET instead of RDDT, oh well

Alternative_Rule6208

Almost everyone was saying NET calls.

onamixt

NET. What an amazing drop from $220 to sub $200

onamixt

NET. Price action is hilarious

purplelavender39

Im sorry to hear that but NET is also flat so that is not so good for me too. Well there is next week earmings to gamble back your loss

rando9999912

Plays from today: BTO AMZN 207.5p 8/8 for .69 BTO QQQ 562p 8/1 for .69 STO NET 160p 8/1 for .40 STO RDDT 205c 8/1 for .73 STO COIN 425c 8/8 for 4.95 STO AVGO 305c 8/1 for .72 Nobody posts positions anymore and it pisses me off

youngneil00

Always double check, got into NET without even looking at RDDT’s expected report.

vermilli21

Called that NET dump. 😒

vermilli21

Oh well would you look at that NET, .36% AH LMAO

evanthe-winner

Nooo wtf happened to NET?

youngneil00

NET what the fuck

kananishino

NET going red soon?

maxpain2011

I’m up over 400% on NET. Thinking about selling and buying ASML

youngneil00

https://preview.redd.it/aeicaqaf3agf1.jpeg?width=1054&format=pjpg&auto=webp&s=1c82fc82f224c9234bee8cdaf5ffb9dcd5dbc37e NET and AAPL

isospeedrix

NET (cloud flare) lowkey best performer this year

vermilli21

NET will be red tomorrow morning or at least barely up 1%

killspike22

I Sold RDDT NET and AAPL and went SGOV 🤣🤣🤣

vermilli21

No way in hell is NET holding that price tomorrow morning

ContactSad5308

Sold RDDT NET and AAPL and went full port AMZN fml

PassiveF1st

Damnit.. should have bet my house on NET months ago

Artorioos

NET 🚀

yaris205

Can we start talking about NET now??

evanthe-winner

Jeez NET is giving me heart palpitations

evanthe-winner

Someone tell me how NET did

eskhalaf

NET calls

mylezman

What stock are we expecting to soar the highest after earnings? RKLB, NET, RDDT, COIN or RIOT?

twi1i96tr

Anytime ScottishTrader - ANYTIME!!!... and for anyone else who may be interested in making money with options MEMORIZE EVERYTHING ScottishTrader comes out with. He's changed MY NET WORTH in ways I could never have imagined. My theta "burn" today is 2.0k according to the upper right corner of IBKR's TWS portfolio monitor!!!

evanthe-winner

NET calls?

MVTHOLST

Kinda worried about NET going up this much just before earnings, smells like veeery high expectations

youngneil00

Only down 10% on my NET call, I’ll take it compared to everything else going on 💀

vermilli21

I know NET is gonna dump after ER but I’m to much of a bitch to place the bet

ActPutrid2393

NET puts?

sreten-jr

!banbet NET 150 2w

LilRobloz

I asked Perplexity, ChatGPT, Grok, Gemini, Deepseek and Copilot about some stocks prediction for earnings and this is what i got: RBLX: 4 Calls. 2 Puts (Gemini and Deepseek were wrong) RDDT: 5 Calls, 1 Put AMZN: 6 Calls COIN: 1 Call, 5 Puts AAPL: 3 Calls, 3 Puts MSTR: 2 Calls, 4 Puts NET: 2 Calls, 4 Puts INOD: 4 Calls, 2 Puts