See More StocksHome

NET

Cloudflare Inc

Show Trading View Graph

Mentions (24Hr)

2

0.00% Today

Reddit Posts

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!

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/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?

r/stocksSee Post

I bought AAPL at 175, NVDA at 290, MSFT at 329, GOOGL at 2900, META at 336, NFLX at 590. Should I sell them and just buy SPY/VOO/VT?

r/optionsSee Post

Explain this strategy

r/stocksSee Post

I thought I was a stock picking wizard until 2022 came

r/wallstreetbetsSee Post

CLOUDFLARE(NET) YOLO. LIFE SAVINGS ON THE LINE BOYS. Can’t wait to be featured on a future Benjamin video.

r/stocksSee Post

What do you think of NET?

r/wallstreetbetsSee Post

some numbers you might like

r/stocksSee Post

Re-evaluating Cloudflare

r/optionsSee Post

Tax Clarifications

r/ShortsqueezeSee Post

AEI is a gem or a scam? i bought..

r/wallstreetbetsSee Post

How to Become a Millionaire - Earnings Week of 5/23

r/smallstreetbetsSee Post

Confluent $CFLT - SaaS juggernaut beaten down by the market

r/stocksSee Post

Is it just me or would an investment in NET just be a waste due to dillution?

r/stocksSee Post

Opinion on my "gem" stocks

r/stocksSee Post

Rebalancing to All ETFs

r/stocksSee Post

Are people disregarding the growth of companies during the pandemic?

r/wallstreetbetsSee Post

Advice for a new investor?

r/stocksSee Post

So I stopped trading stocks in June last year

r/wallstreetbetsSee Post

SOFI earnings leaked, beat most of not all metrics

r/stocksSee Post

Microsoft is expanding its cybersecurity offerings

r/ShortsqueezeSee Post

AEI ceo bought a lot of shares one mounth ago!

r/stocksSee Post

POWcycle: The Next Day

r/stocksSee Post

Did you buy any holdings yesterday? If so - what?

r/stocksSee Post

Thoughts on Cloudflare ($NET)?

r/stocksSee Post

What are some high risk high reward US based stocks?

r/stocksSee Post

Someone explain to me: how do tech stocks lose money and trade high?

r/wallstreetbetsSee Post

On April 28, Amazon.com will report dismal Q1 ER, here is the pre-file.

r/pennystocksSee Post

Looking for a new stock to invest in. Suggestions welcomed here

r/wallstreetbetsSee Post

Tax PSA: I YOLO'd and it worked, but I don't have cash on hand to pay my taxes - what should I do?

r/wallstreetbetsOGsSee Post

Cybersecurity - The Best Long Term Play Of The 21st Century

r/stocksSee Post

Anyone notice a lot of growth stocks were up today?

Mentions

You have to Learn Accounting lol ![img](emote|t5_2th52|4275) 1. **Revenue** \- **COGS** (*Cost of Rev*) = **Gross Profit** (*Gross Margin %*) 2. **Gross Profit** \- **Operating Expanses OPEX (***SG&A, R&D, Other Expenses***)** = **Operating Income** 3. To **Operating Income** you have to rest **Other Expenses/Tax** and then **Taxes** ☝ After all of this, you got the **NET INCOME (***Earnings, EPS***)** **👨‍🏫** https://preview.redd.it/28gvrl9pmh4b1.jpeg?width=621&format=pjpg&auto=webp&v=enabled&s=623b820611da669cf31b590b4b3b46fab698bffa

Mentions:#SG#NET

Probably not enough to get a decent job with A+ alone right now. A+ and NET+ you will get a lot more interviews.

Mentions:#NET

Here are my picks for future returns of this nature: 1. NET - Cloudflare - building the backbone of the Internet 2. PLTR - Palantir - smart use of AI with big government contracts 3. GGR - Gogoro - An electric scooter maker/ smart charging network in Taiwan, currently planning expansion throughout asia (listed on NASDAQ) 4. CFLT - Confluent - Data streaming service for businesses to help them tackle the cloud If one or two of these hit big, I'm gonna be laughing.

So many tech stonks had big gaps lower (>10%) on recent earnings announcements but have retraced most or all of the plunge: NET CDNS SNOW MBLY SNAP TWLO PATH. Not sure if we interpret that as the "capitulation washout event and recovery" or money managers caught underweight tech buying stuff on price slashes.

17.55% NET 8.23% FNGU 24.35% RKLB 25.10% ENVX 3.80% NVDL 20.97% ENPH It’s been a good month, up 32% 🙋🏻‍♂️

I hold about 20 stocks but these are the top 10 by weight: $TSLA, $AXON, $ABNB, $MDB, $MEDP, $NET, $CRWD, $TTD, $ENPH, $TMDX I don’t buy unless I plan on holding long term so should fit the bill. Thanks for posting a thread that specifically prevents etf answers

Buying NET on every dip last year finally paying off. Feels good...

Mentions:#NET

Mid cap Cloud soft getting back to bubble territory. NOW, SNOW, NET, DDOG, MDB, CRWD, ZS, TTD, TEAM. I think next quarter or the following will start a downtrend. Historically you cant sit at >15-25xs sales, no profits and have slowing growth.

LULU 1Q EPS $2.28, EST. $1.97 1Q GROSS MARGIN 57.5%, EST. 57% 1Q NET REV. $2.00B, EST. $1.93B SEES FY NET REV $9.44B TO $9.51B, SAW $9.3B TO $9.41B What recession?

Mentions:#LULU#NET

DELL JUST RELEASED EARNINGS AFTER THEY WERE LEAKED EARLIER $DELL *DELL 1Q NET REVENUE $20.9B VS. $26.1B Y/Y *DELL TECHNOLOGIES 1Q ADJ EPS $1.31, EST. 85C Flash crash 💥

Mentions:#DELL#NET#VS

NET broke above $70, absolutely wild. I am out for now, would love to reenter at some point.

Mentions:#NET

NET so insane, literally a vertical line up since the huge earnings drop, moreso than NVDA the past month.

Mentions:#NET#NVDA

CRM, NET and the meme AI coming in AH today not looking good.

Mentions:#CRM#NET

+7.44% account off NET, TWLO, and AAPL this week, scaled out and kept a few runners. Absolutely jacked to the tits for Diablo 4. Going 12+ hours a day for the next 4 days. I remember watching ATVI the day it got announced at Blizzcon 2019 and now it's finally here after waiting 4 years. Idgaf what happens to the market tomorrow

I just realized NET has gone up 70% since May 4th... This was one of the first stocks I bought and also one of my worst purchases, and I never got around to exiting it. I'm like 62% down. Here are the stocks I eventually want to eliminate but can't figure out when to sell. They aren't just my worst losses, but rather stocks I have minimal conviction in: - OLPX - DIS - NET - TGT I could just take the hit and certainly I have other names I think are on discounts and am much more bullish on, but then another part of me says, "It could recover at least a little and you could sell for a better amount later." Plus to avoid concentration risk I might end up moving those funds into indices, but do I think there is more upside from today's devastated prices in these names or in the broader index...?

NET is slowly becoming the next AMZN of cloud cybersecurity

Mentions:#NET#AMZN

People sleeping on NET 😴

Mentions:#NET

Trimming my NET here, bought a decent chunk after earnings and it has had a fantastic recovery. Triple digit fwd pe makes me a little nervous lol

Mentions:#NET

Please fade hard NET. I’d like to still have an account by the 10am EST liquidation notice I got. Regards.

Mentions:#NET

Buffett would have a heart attack with BRK next to NET and NVDA lol

Mentions:#NET#NVDA

AI, ZS, boom! You will be a millionaire this week from an initial 40k spent on options otm! Next week, buy call options for snow(they hit a low, and so did NET after earnings. Two weeks after earnings NET has regained all of its lost value and some. Same will happen to SNOW). Boom! In two weeks time, retire from work and worries! Marry a hooker, and get an std then a divorce then come back to wsb. Broke as you was before.

Mentions:#ZS#NET#SNOW

i’ll be trimming my AMD in small intervals as it’s becoming too big in my portfolio. it’s also a lesson i’ve learned during the last crazy rally in 2021 when NET went up to $200. there is no way to time the top, the best you could do is take profits when you can.

Mentions:#AMD#NET

Me too, 90% .NET and some JS thrown in when leadership wants to punish the dev team. We're starting to integrate more DataVerse solutions so that's exciting. Supposedly the MS stack is moving toward a "one language, one environment" direction and I won't have to dick with JS and its many flavors, or the bastards that .NET has adopted into their universe (looking at you, X++). Still a few years out but looking forward to it.

Mentions:#NET#MS

yeah im mostly .NET but python is nice for quick n dirty stuff sometimes. but it REALLY cares about indentation.

Mentions:#NET

Yeah that's how I perceived it, just trying to share information. My world is pretty much all .NET (C#, X++, VB) with occasional JS so I've never even seen a Python class (does Python use classes?).

Mentions:#NET#VB

Made that mistake with NET lost $50k in gains gotta move on same with paypal

Mentions:#NET

Very reasonable valuation vs NET, but NET is growing much faster.

Mentions:#NET

let’s fucking gooooo i’m sleeping good tonight. DOCN NET AMD 🙏

Mentions:#DOCN#NET#AMD

Feels like NET all over again

Mentions:#NET

NET income... https://ycharts.com/companies/NVDA/net_income

Mentions:#NET#NVDA

Sure it is. Its NET gains. If you win 100K, and lose 100k, whats your net profit? Zero. As long as no wash sale shit, and its the same investing avenue (diff taxes for futures vs options vs dividends etc). But overall, it is true

Mentions:#NET

Yeesh, I would be pretty happy with those numbers tbh compared to a $SNOW or $NET guide down.

Mentions:#SNOW#NET

$ULTA 1Q EPS $6.88, EST. $6.80 1Q NET SALES $2.6B, EST. $2.62B 1Q COMP SALES +9.3%, EST. +8.85% STILL SEES FY EPS $24.70 TO $25.40, EST. $25.41 SEES FY NET SALES $11.0B TO $11.1B, SAW $10.95B TO $11.05B STILL SEES FY COMP SALES +4% TO +5%, EST. +5.18% Down around 9% in AHs

$3k net loss pet year, NET. It’s incredible how many here don’t know this, yet again maybe it’s not.

Mentions:#NET

This is incorrect. You can claim $3k in NET losses per year. If they lose $104k this year, thats a $3k net loss plus $1k loss carry over into next year.

Mentions:#NET

Anyone still in NET (cloudflare)?

Mentions:#NET
r/stocksSee Comment

Don't forget NET getting to something like $215. People saying it could not drop.. then it did.

Mentions:#NET

Oof, cant guide down when you are that high flying. Same issue as NET had

Mentions:#NET

Trying to get some advice on what to do with my ETF/Stocks given the market today and what it may look like later 3.1 shares of VOO etf 28% AMD 26% GOOG 12% AMZN 12% DIS 6% NET 2% CLNE 2% SPCE and SENS I’ve been investing 250-300 a month into a ROTH IRA for 11 years now, and just bought a house. I don’t mind liquidizing some of these just to have some more money to have for emergencies and help with house renos. Just looking for advice I guess on what to do, thanks to any help

Exited TSLA calls and got into NET puts. This is my strategy for not making money. Follow for more tips and tricks.

Mentions:#TSLA#NET

Since February, small caps (IWM) have been getting destroyed but today we're finally getting positive money-flow with bullish favored market structure into these names. Only mega-cap tech has been leading this market for the past few months but we also get a neutral, slightly-bullish favored reversal in equal-weighted S&P 500 (RSP). HYG is also not making lower-lows. Large institutions are gradually rotating into small-caps, especially the ultra-beat down stocks. Follow the big money. The risk-reward is insanely high in addition to rock-bottom IV. Took profit on all mega-cap calls/PCS and rotating into shares + far out expiration calls in high-beta stocks. Entered Dec/Jan ITM leaps on SQ, PYPL, NET, TWLO roughly 3-4% account size per name.

Yes, I have been very patient, I have only opened two positions, NET after their bad earning's calls buying 271 shares at 43.01$ and selling them at 53.23$ 3 weeks later. The other position I have held was 7000 shares of BPER banca which I bought at 1.59 and closed at 2.30. Did I catch baggers that headed to the moon? No. But I haven't lost money once and I was always liquid to strike big when the price was right (I was also fine holding these companies if the price tanked because I thought they were value buys). The rest of the time I'm liquid in money market funds since actual rates are very high and it's risk free.

Mentions:#NET

[NET worth](https://www.investopedia.com/terms/n/networth.asp#:~:text=To%20calculate%20your%20net%20worth,loans%20and%20credit%20card%20debt) mortgage or loan balance, credit cards are subtracted from assets Unable to ans your first question.

Mentions:#NET

GEGR. 4 million market cap. Q1 2023 Gross revenue 12 million.. Gross profit 10 million. Net profit 6 million. Net css flow from operating activities 24 million. Cash position more more than market cap. Haven't seen a more undervalued otc ticker in over 2 years. Just one quarter NET profit 1and one half times greater than market cap. Recommend anyone who invest in otc doing some due diligence on GEGR. Compare it to any OTC ticker and come to your own conclusions

Mentions:#GEGR#NET

Quick look at the balance sheet shows me they have a recent negative operating income issue, and negative free cash flow. Also the holy grail of important metrics, the Net income, is also going negative. Don't forget kids, its not so much the revenue that is what is important, but the number after all the B.S, NET INCOME. Also what is going on the cash flow.

Mentions:#NET

Yeah I got out at $100 which is definitely too early in hindsight. But NET was also a good buy at $45 and sold it at $57. VIX calls as usual didn't play out for me but I suck at picking strikes on options

Mentions:#NET

You jumped out too soon though. See in your history you moved on to VIX calls and $NET?

Mentions:#NET

Sold my NET stock. Now please drop ![img](emote|t5_2th52|4275)

Mentions:#NET

>NET back at pre earning price, kinda crazy did 40 to 60$ in less than 3 weeks. Was just looking at that, I bought the dip pretty hard so considering moving some over to SE atm

Mentions:#NET#SE

Flat day for silicon after yesterday's craze. All the rest is going up. I kinda regreat selling NET at 53$ few days ago, I knew it would've come back to 60$ at some point, didn't expect it to do so in few days. 2700$ net gain could've been 6000$ by now. Not bad for a 12k$ investment on may 2nd...

Mentions:#NET

NET casually finished gapping up from ER dump

Mentions:#NET

Anyone else notice the absolutely bonkers recovery on NET after Earnings? This market is shit.

Mentions:#NET

NET fucking insane, 50% in a week or two after earnings dump, jesus

Mentions:#NET

how many of you regards loaded up on 1dte 420cs early? I was eyeing them but loaded up PACW UPST RIOTp and NET instead

Sure, if you are set on starting a position I would nibble and then watch to add. Having a higher fwd pe than TSLA demands a lot of success and even if the underlying is moving correctly there can be some bumps in the road, like $NET recently lol

Mentions:#TSLA#NET

+4.78% account mainly off NFLX PCS and a bunch of boring shares, mostly from NET. Path of least resistance continues to be long as $PCALL has dropped but remains elevated at ~0.865. Holding full positions until it drops to 0.8

Mentions:#NFLX#NET

There isn’t much opportunity. Evidence is in the VIX. Perceived risk to the downside is at its lowest in the past year. Risk is more upwards since 2023. Your right in that, banks stocks/financial sector are the main opportunity (besides some tech stocks, ie. PYPL, NET, SQ, etc.)

Mentions:#PYPL#NET#SQ

Remember NET dropped from $60 to $40 on earnings but after a week market decided earnings don’t matter ![img](emote|t5_2th52|30641)

Mentions:#NET

Took $NET cloudflare only ltwo weeks to recover the 28% earnings drop, all they had to do was mention AI a few times to get the share price back up

Mentions:#NET

$NET closing the earnings gap pretty fast, everyone forgave guidance that quickly?

Mentions:#NET

Those knife catchers on $NET got paid

Mentions:#NET

Do you want to invest in cobol and VB.NET? If yes, invest in this.

Mentions:#VB#NET

Want to retire in 6 years. Current NET worth about 1.4M. Working full time 6 figure job. Should I keep property or sell and invest in "the market" even further? I've got a property I'm about to sell... but people have been talking me into utilizing the property as a means of diversification... Right now 400k of stock in an S&P 500 index 500k of hand picked various companies stocks 300k is what the property appraised for, but it only generates like 1k/month NET as income. Does it really make sense to sit on this valuable property , when I could invest it in a "safe" index fund and make 4% on that 300k each year with no hassle?

Mentions:#NET

I think NET is more than fairly traded considering their FCF, PE of 29 and PS of 17 (for a growth company those are very solid numbers). I think anything in the 60/70 range is a fair pricing. Then again, not sure why did I sold below it, I guess I was too impatient to see that +20% gain over a month be real money rather than a %.

Mentions:#NET#FCF

I'm also a NET customer and I find their products terrific. You have a point that I could've/should've only used maybe a portion of my exposure to try accumulate more, I'm not really used to do that, especially because in Italy I do have to pay quite decent fees that make this sort of smaller trades less valuable (and I have to pay 27% of profits instantly), so I try to buy/accumulate on bigger swings.

Mentions:#NET

NET owner for about 1.75 years. Long term holder, larger percent of my portfolio than it should; took a bit of profits at $200; I'll be riding it until I can retire off it in 25 years or until it's stuck at $10 forever. It's a rollercoaster. So volatile. After the 25% drop a few weeks ago I told myself that the $40 price was probably justified as I shouldn't expect growth to continue at the rate it was expected. Now as it continues to go higher and higher I just question for what reason?!

Mentions:#NET

NET is a fun stock both to follow as a business and to own, I keep a core position that I dont mess with and then I trade around the wings buying and selling. Keeping a core position helps you not feel the regret since if it were to jump to your target price you still have exposure, but trading on the edges lets you stay active.

Mentions:#NET

Loaded lots of NET when it crashed 25% after last earnings. Bought 271 shares at 43.07$ on May 2nd. Sold today at 53.24$ (it's already up to 53.74$) netting 2177 $ before taxes. Is it normal to feel that regret? I am fully convinced the "real" share price of the company is around 130$ and I feel like I might've missed the opportunity to ride it more. I somewhat feel dirty and that I did a mistake at selling, but I am kinda convinced I will be able to reenter the position at lower prices in the next weeks.

Mentions:#NET

Best you can get here is people shilling their own stocks. I like NET, but then and believe the company has insane growth margin and very solid financials. But again I'm just shilling the stock I'm most exposed at.

Mentions:#NET

They are all far too expensive. $13b for NIO? Really? Come on. PLTR needs 2 years straight of positive NET growth before I start to believe they can survive in the highly impacted IT service contracting industry. I do not believe that they have better tech than anyone. I think they are just another data service company and can be replaced by practically any IT service company. SOFI needs to prove they are profitable. Like PLTR, I have no reason to believe them and to make matters worse, they are bankers. No one should ever believe a banker. They say they will be profitable... ok lets see it. And then do it again for at least 3-4 quarters and then we will talk. INDI I dont know enough about. 10x P/S seems lofty to me. I would need to see who is buying their stuff. I would think that all the major auto makers have their own systems or will in short order. What happens then? Do they sell out to one of them?

r/stocksSee Comment

NET

Mentions:#NET

Cloudflare (NET) and Snowflake (SNOW)

Mentions:#NET#SNOW
r/stocksSee Comment

Swing trade good companies that you would be comfortable holding long term if needed to profit. DIS just dropped to $92, it'll recover eventually over the next few months. I recently got NET at 44, out at 50. Before that GOOG at 89, out at 100.

Mentions:#DIS#NET#GOOG

Unity Software and Cloudflare. U got clobbered. NET is down 54% from when I bought it for me.

Mentions:#NET
r/stocksSee Comment

NET is one I've actually done a reasonably good job of buying when it gets low and trimming when I think it's overvalued. Bought some at 17, kept adding a share or two at a time up to around 60, sold a bunch around 175, and then started buying again when it dipped this fall. Balancing it and keeping it as a % of my portfolio has saved me from getting burned because I really like the company and find it hard to put a real price target on it.

Mentions:#NET

Thoughts on NET?

Mentions:#NET

Cloudflare NET

Mentions:#NET

What's your cost basis? I like all three. I just missed buying NET at $37 something one day. I love take two and other software companies due to the future with AI making their art team almost free. Lowering their payroll considerably.

Mentions:#NET

NET cloudflare

Mentions:#NET

NVDA - Super Overvalued TSLA - Trash MSFT - Super Overvalued AAPL - Super Overvalued DOCU - Trash NET - Trash

NET fml

Mentions:#NET

NET

Mentions:#NET

$NET

Mentions:#NET

I did as well, feeling pretty good about my ANET, NET, and ENPH earnings dip buys so far anyways...

r/stocksSee Comment

Without going too much into details, in 2022 NET had a 975M revenue and spent 475M in sales and marketing. They spend more in sales/marketing than running the business (120ish M $) with R&D costing 290M $ and administrative/general stuff accounting for another 100M $. This makes NET a potential great cash cow the moment it stops being a growth company. It could already yield 3+% ish dividends as of now while cutting costs. Thus I would even be comfortable holding it if revenue growth slowed down. I'm not worried. There's plenty of room to cut costs and milk the clients (which are generally very happy with NET, it has a very high retention rate of customers). Revenue grows quicker than costs, and even tho, as I listed before cost of sales seems insanely high, Cloudflare has essentially already a very profitable business. My calculations are that sales will keep growing less than revenue while the other costs of the business growing even less than sales. Whether I'm right about that that's a coin toss, but has been reflected in current quarterly trends every 3 months. Especially I believe that Cloudflare has a lot of room of growth outside America especially due to their very distributed nature of the business. While competition is tough in the cyber security world, it is an umbrella for many different threats. Of all the common ones such as DDOS Cloudflare again has both a competitive advantage due to their many data centers all around the world, expertise, as they deal with insane attacks pretty much every time we breath that competitors cannot replicate without doing investments that NET has done already a lot of time ago. This is also what allowed NET to capture such a huge market share. Moreover I believe that their distributed network has a huge advantage in a world that looks for low latencies, Cloudflare isn't just in the cyber security business, but it also sells many other cloud products which have a large market potential.

Mentions:#NET