NET - Cloudflare, Inc. 0 WATCHERS

CAPR, RKLB, GOOG, AMD, PLTR, and NET have carried my portfolio hard. - CAPR just popped 300% in one day due to good testing results - got in early on RKLB and think it still has 5x to grow. will probably continue accruing! - GOOG seemed underpriced for me for …

* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)

Caught a nice move on MDB this week I picked up some MongoDB ($MDB) last week, and the stock jumped about 27% at the open today. Ended up closing the trade with roughly a 40% gain — around $160k. Pretty happy with how it worked out, but trying not to …

Cybersecurity will be the winner in 2026. $NET will make you rich 💰

Silver START bullrun and ITRG next bagger30 ITRG Integra Resources is quite simply the 2nd largest SILVER resource in the US! Damn with Trump who has just added Silver in the main critical minerals US ITRG can simply explode the scores ITRG is a 100% US Junior GOLD and SILVER …

Bought NET @56. Saw it going to $220 and back to $90s during 2021 correction. Sold it in $90s and now it’s back at 200

$NET will make you rich

Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.

$NET has been flying under the radar for 5 yeats now. Gonna take another 5 years until mainstream start talking about it.

My research led me to hold PANW, CRWD, NET, and ZS and excluded the others for now. Equal weight all except PANW, which I hold at double weight of the others. My portfolio has been tech-focused for a few decades and starting a few years ago I re-mapped it toward …

It’s a race between Palo Alto, CrowdStrike and NET. Everything else is garbage or too small. Each one of them are positioning for a specific niche.

If you aren’t buying the dip on ZS, NET, PANW… you must hate free money. CRWD and OKTA report next week, loading up if they dip too

NET to the moon

NET

I buy puts and short shares on companies i think are overvalued. Tesla and CVNA, and a couple others like CRWD, APP, NET, DDOG, AVGO. the movement and manipulation is insane. Algos will always ramp them massively on the open, especially Mondays. They try to scare the shit out of …

NET or CRWD

Who detects the down when downdetector is down? $NET

NET negative situation

NET outage = CRWD outage? So NET calls?

I sold some NET my bad shorts 🫡

Calls on NET

Cloudflare outage. NET is currently down 4.03% at pre-market.

All the market moving news from premarket summarised in one short report MAG7: * AMZN - AMZN just tapped the market for $15B and got nearly $80B in demand with the 40-year bond priced only \~80 bps above Treasuries. Bond market basically has massive confidence in AMZN going forward. Oversubscribed …

$NET breaking websites left right and center

Business - High product velocity (what have yall shipped in one quarter?) - Consistently Provides value to customers (Daily actives/ net retention etc) - Founder led or High management ownership stake Price - Forward PE to open a position or just DCA if its a good business This year opened …

Fortinet. Of the big 4 pure plays (PANW, CRWD, FTNT, ZS, maybe including NET if you're comfortable with 40x sales), Fortinet checks the most boxes *and* trades at the lowest price. -Founder owned, high insider ownership -Highest gross margins -Highest operating margins -Highest FCF margins after subtracting SBC -Lowest SBC …

CRWD, NET and ZS. They don't overlap and are good cyber security plays. To be honest, I do think they are richly valued but they deserve that premium.