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
I’m unfamiliar with NET, VGT & VOOG but they have made you a lot of money, wow
yes why would I else tell u? Also NET RBRK ZS SNOW AND MY DEAR NOW. That NOW Leap u bought today, how much u up?
I've been in PANW for several days (up almost 10k), easing into NET and ZS... looks like NOW might break out... it had a good day today, so I will probably buy 1 NOW leap call tmrw at open... i think its time. Sold some GOOG to move into software.
I understand your point of what the market price in. The market indeed price in a HIGH decrease in NET GAAP earning to price the stock at a 3.85 PE. This is where I **strongly** disagree; If Capex forecast is much lower, phone buisness continue rising, and Cable upgrades (that is very late compared to peers) offsets on a short term the internet consumers loss, i disagree with the market pricing a stock at a 3.85 PE when the foward PE isn't higher at all considering these metrics affecting NET GAAP results
On the one hand I have ANET calls which are mooning nonstop, but I also have NET calls, which are at the dead bottom even with the market recovering
https://preview.redd.it/fxkxc3rsom0h1.png?width=1887&format=png&auto=webp&s=10512ef597f5fac76e356eec71a83fce0cb9780c LOOK AT THAT NET INCOME!!!!
I like NET, but 300 by sept is a stretch! I'm stuck in a CSP for June so I'm hoping it shoots up as well, but who knows. I wouldn't mind getting in leaps, Jan or March 2027 but the contracts are expensive af
The full $9000 loss offsets your $9000 of your gains, so you don't need to worry about the "$3000 limit". The $3000 limit comes into play if you have NET losses. So if you didn't have any capital gains at all, and you had a $9000 capital loss this year, you can apply $3000 against your ordinary income tax every year. You can also carry forward losses, so in that case if you again had zero capital gains the next two years, your losses would offset $3000 in ordinary income tax for two additional years. But if you have $33K gains and $9K losses, you actually have net $24K gains. That ($24K) is what you pay taxes on.
Nah, you're fine. I just checked today and NET is flat premarket. Its all better for real this time.
Yes the USA is the biggest producer also the biggest consumer and is a NET IMPORTER of crude oil. Yes the USA imports more than it exports. Also its refineries are not set up for the type of oil it produces so it’s still dependent on imports to produce fuels. Go ahead and fact check anything I said including shortages by summer. Trump claimed energy independence, I swear his asshole is jealous of the bullshit that comes out his mouth.
Ya I saw the 20% drop on AKAM NET FSLY No one talked about it anfd they fully recovered in 1 month
Of course I sold AKAM last minute and bought NET which dropped 23% Anyway, I think AKAM is worth adding to watchlist as companies may see them as AI play
Why NET drop 20% when layoffs good?
if NET were to dump another 20 percent, maybe that. Maybe Z Scaler if it drops some more
I'm pretty much the same, I've missed all the big plays but managed pick up NVDA for cheap earlier this week and NET today so I'm chilling
I think I missed out on MU, but SNDK and NVDA have still been really nice. I can't complain. I snagged a NET long call today, too. Dirt cheap
My story unfortunately. Watch tech moon, barely made much. But I'm on vacation, was barely paying attention. Caught the NET bounce and called it a day
When will they cover on $NET? Close above $205?
so CRWV and NET calls today or nah?
I am serious. I don't think this is a bull trap at all. Record profits and sales have been reported by many organizations. Few organizations have reported bad financials, outside of SaaS slowdowns and highly descretionary consumer products and services. NET is dropping for a reason. People are concerned. They're forecasting a 3% QoQ increase in revenue, which is a slow down. And they still have a loss. And this with Mythos getting very good at security. NET will likely need to lower prices. Stay in software at your own risk.
What a drop by NET, too tempting to not buy in this range
Oof cloudflare (NET) down big today buy that dip
Can’t tell if serious or not lmfao. NET is getting beaten down for no reason
NET -25% Cloudflare CEO be like ok we won’t lay off
My RKLB gains offset by NET losses and shorting SPY. Now I'm over here revenge trading hoping to get back to break even like a true degenerate.
Buying CRWV and NET here like a mad man
NET is one of those stocks that pops back up as quickly as it went down and I’m holding it long term. But it still kind of pisses me off how much it fluctuates. Probably shakes a lot of ppl out.
I was thinking of buying NET calls at open, good thing I didn't.
NET ridic oversold for a beat like that. I’ll take a sale at this price
NET missed, CRWV missed, AVGO & OPEN AI financing snag, oil rises. And the market still go up. THE BIGGEST BULL TRAP
CloudFlare NET green by open?
Just bought that NET Cloudflare dip
Good time to hop in NET?
Morning folks, how are my NET 280 calls looking?
NET will be back to 250 in 1-2 months?
NET will be back to 250 in 1-2 months?
NET ER and nose diving afterwards validates Ai takeover
Need lakers to save my NET calls
Wait. NET earnings was good b it dropped anyways?
seeing fastly drop earlier i had a bad feelings about NET so stayed away. should have bought puts lol
NET puts were free money after FSLY dumped, should’ve gotten puts
I went short NET, CRWV, COIN, AFRM, RKLB, RCAT before close. Affirm and rocketlab may be toast but I think the puts still have a chance with these reversals.
rip NET. Imagine laying off workers and the stock craters instead of going up
Anyone have puts on NET holy shit
Hope NET falls to 150 so I can buy a good stack
Woot, bought puts on $NET 3 minutes before close. Cha-ching!!!!
Lol, this market is ridiculous, unless you are a Semiconductor stock (in which case, stock flies if you just make up some ridiculous 2030 forecast): $NET (Cloudflare) down 16.6% • Revenue $640M vs Est. $623M • EPS $0.25 vs Est. $0.23 • Operating Income $73M vs Est. $72M • RPO $2.54B vs Est. $2.61B FY26 Guidance: • Revenue $2.81B vs Est. $2.79B • EPS $1.20 vs Est. $1.12 • Operating Income $420M vs Est. $382M \----------- Cloudflare is the company that provides "prove that you are a human" check PLUS dozens of other services
Last minute i sold AKAM and bought NET..
NET nooooo. My calls are getting rekt.
Been swing trading NET, sold most at 212. Watched it go way up (why idk). Where's it going to land after hours
Did not risk holding calls after that ER for $NET. WHEWWW
Damnnn NET! Almost a $50 drop AH
NET with the casual 25% drop
Yes I bought AAOI NET RCAT calls
Cloudflare(NET) er out?
NET is netanyahu stock right? just bought 50 shares
NET and RKLB earnings about to bend me over I think.
yeah but im up +497.67% on NET ($42/share) in the Roth IRA so at what point do i sell lol
Shoutout to the guy who said buy NET under 200 while you can my long calls alr up 400% 👍👍 I would kiss you rn if I could
Cybersecurity will be the winner of 2026 NET CRWD PANW
I’m a long term NET holder. I just try to ignore the financials and think about how they are a huge part of the modern internet and that has all the value.
I am Michael. Have both amzn and net Use aws for work. Porn on NET at homd Hot like Jan but in a different way
NET is absolutely grabbing developer mind share by great UX and generous free tiers. Whenever you ask Claude wherr to set up shop they'll be like "just use cloud flare lol". However I think it will be a while before this properly filters into earnings.
NET is pretty cool I think they do something with lava lamps
I really want to take some profits on NET. 95% of the time when I have this kind of thought the price is about to shoot up an insane amount.
NET breakout just getting started
The CNBC Cohen interview is absolute gold, can't believe people are giving this dude their buttholes to raise cash. My personal favorite: "So where are you getting the money from" - CNBC "Half Stock, Half Cash" - Cohen "Well that math doesn't add up to the offered value" - CNBC "I don't understand you question, we're offering half cash half stock and we have the ability to offer stock to get the deal done". - Cohen LMAO what the fuck. GME has 4.9B unencumbered cash (9.4B headline..), TD says they will loan 20B... Okay roughly 50% of the cash there... So 28B of which 88% is tied to debt obligations. But okay okay fine, the cash side is at least theoretically there. the stock equity is 10B... So bro out here saying they going to issue 18B (+180% of current market cap) in GME stock? TO FUCKING WHO. Not even going into his vague how to pull offf competing with Amazon logistics, just "hey you said GME was dead and it isn't". WHO THE FUCK IS HE ISSUING 180% OF THE COMPANIES NET MARKET CAP TO.
NOW is going to be the first enterprise AI play that returns value, RBRK for resilience and rollback for the slop machines, PANW for securing enterprise networks from the slop machines, NET for deploying the slop machines
Calling UiPath “just a .NET wrapper” undersells what you’re actually paying for. The value isn’t the language—it’s the control plane: resilient queueing, retries, state management, scheduling, RBAC, audit trails regulators accept, and operating hundreds of automations without building that plumbing yourself. Recreating that reliably is where “cheaper” internal platforms often get expensive over time. Your point on maintenance cost is spot on though—automation TCO is dominated by change management, not licenses. If your use case is narrow and your team is strong, a thinner, custom stack can absolutely win on cost. Where UiPath still justifies premium: high scale unattended workloads strict compliance / audit requirements heterogeneous systems (legacy + modern) need for standardized governance across teams Where it struggles: mid-market economics orgs with strong platform engineering already in place simpler, API-first workflows where RPA is overkill On the market angle: tools like ServiceNow, CrowdStrike, or Salesforce are valued as system-of-record or security platforms with deeper lock-in and clearer expansion paths. UiPath sits in a tougher spot—closer to a tooling layer that gets scrutinized on cost. So the real answer is: UiPath can still earn a premium—but only where the cost of not having that orchestration layer is higher than the license. That bar is getting higher, not lower
Don't forget Cloudflare (NET) earnings May 7th at close. (Call 220)
Cybersecurity breakout coming $NET $CRWD
I want to drop $50k on something and not look at it for a while. HOOD, MRVL, NET, or FIG. What's it gonna be??
The NET Income and EPS don't get worse after 280e adjustment, on the contrary. Look at Figure 4. They were expecting a EPS of 0.01 in 2026 before and now they are expecting a EPS of 0.10. It's just that overall, ATB note expect flat revenue in 2026 and decreasing margins - which seems to align with price compression in GTII main operating states.
AMZN earnings out *AMAZON 1Q EPS $2.78, EST. $1.62 *AMAZON 1Q NET SALES $181.52B, EST. $177.23B *AMAZON SEES 2Q NET SALES $194.0B TO $199.0B, EST. $189.15B
If this gets 1 upvote I will yolo 10k into puts on: META CRWD RCL NET CRM PLTR SLM ADMA CRWV
Puts on NET, Cloudflare is having outage problems