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.