$FSLY — FinTwit mentions on Surfaced

$FSLY — FinTwit mentions on Surfaced

Recent mentions

22 mentions

@investmentguru_Jul 9, 2026 · 11:28 AM

Can Anthropic Single-Handedly Save the Entire AI Industry Chain? SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade. Anthropic is tracking toward $1B in GAAP EBITDA by Q3 2026 (~6% margin) — its first real profitability inflection. ARR has gone from $9B (end of 2025) to $60B+ today. If the ~$15B/month net-new-ARR pace holds, SemiAnalysis models $300B ARR by end-2027 → a $6T enterprise value. Anthropic confidentially submitted its draft S-1 to the SEC on June 1. That’s not rumor — it’s confirmed. The race with OpenAI to IPO first is now officially on. Why this matters more than another “AI stock is expensive” headline: Anthropic’s revenue mix is the story. 75-85% of ARR is usage-based API (no per-user revenue ceiling), vs. OpenAI’s subscription-heavy model (~65% subscription, ~40% consumer ARR). Claude Code alone is now >7% of all GitHub commits — that’s the growth engine. Blended gross margin has gone from -94% (2024) to mid-60s now, with API margins above 80%. Reported NRR: 500%. Who rides the wave if this plays out: 🔹 Compute: $NVDA $AMD $AVGO $MRVL 🔹 Hyperscalers (TaaS distribution, now 15-20% of ARR): $AMZN $MSFT 🔹 Dev tooling / workflow: $TEAM $DOCN $FROG 🔹 Data/observability SaaS: $DDOG $MDB $SNOW 🔹 Edge/CDN: $NET $AKAM $FSLY these are SemiAnalysis’s bottom-up modeled estimates on a private company that hasn’t disclosed audited financials — Anthropic itself hasn’t confirmed these specific figures publicly. Treat the trajectory as directionally credible, the $6T number as a scenario, not a forecast. Not financial advice.

@stocksavvyshayMay 9, 2026 · 1:02 PM

UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utility • $IREN $50 • $NBIS $133 • $CIFR $17 • $CRWV $103 AI Power • $EOSE $7 • $BE $194 • $NVTS $13 • $VRT $258 AI Hardware • $NVDA $179 • $TSM $327 • $ASML $1,247 • $MU $494 AI Applications • $PLTR $138 • $SNOW $134 • $CRWD $433 • $ZETA $17 AI Connectivity • $AVGO $349 • $ALAB $189 • $CRDO $151 • $MRVL $131 Agentic AI • $NET $180 • $DOCN $112 • $FSLY $17 • $MSFT $404 Physical AI • $TSLA $359 • $AMZN $245 • $GOOGL $307 • $ISRG $448 Space • $RKLB $73 • $ASTS $64 • $PL $27 • $BKSY $30 Drones • $ONDS $10 • $UMAC $12 • $AVAV $170 • $KTOS $50 Nuclear • $OKLO $69 • $UUUU $19 • $GEV $878 • $LEU $183 Photonics • $AAOI $123 • $LITE $655 • $COHR $252 • $AEHR $67 CPU Bottleneck • $AMD $321 • $INTC $88 • $ARM $186 • $AMKR $56

@investmentguru_May 4, 2026 · 11:18 AM

Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI

@stocksavvyshayApr 26, 2026 · 3:13 PM

ACTIVE GROWTH PORTFOLIO WATCHLIST 1. $PL | Planet Labs 2. $OKLO | Oklo 3. $LMND | Lemonade 4. $OUST | Ouster 5. $FSLY | Fastly 6. $HROW | Harrow 7. $CRML | Critical Metals 8. $JOBY | Joby Aviation 9. $ACHR | Archer Aviation 10. $LEU | Centrus Energy https://t.co/CHR9VRXu8h

@stocksavvyshayApr 25, 2026 · 12:15 PM

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $69 • $ASTS -- $63 • $PL -- $27 • $BKSY -- $29 Photonics • $AAOI -- $112 • $LITE -- $615 • $COHR -- $249 • $AEHR -- $66 Drones • $ONDS -- $10 • $UMAC -- $12 • $AVAV -- $170 • $KTOS -- $50 Nuclear • $OKLO -- $69 • $UUUU -- $20 • $GEV -- $867 • $LEU -- $183 CPU Bottleneck • $AMD -- $253 • $INTC -- $60 • $ARM -- $185 • $AMKR-- $55 AI Utility • $IREN -- $43 • $NBIS -- $113 • $CIFR -- $17 • $CRWV -- $96 AI Power • $VST -- $140 • $BE -- $118 • $NVTS -- $257 • $VRT -- $192 AI Hardware • $NVDA -- $71 • $TSM -- $314 • $ASML -- $1,205 • $MU -- $341 AI Applications • $PLTR -- $138 • $SNOW -- $134 • $CRWD -- $433 • $ZETA -- $17 AI Inference • $AVGO -- $336 • $ALAB -- $186 • $CRDO -- $148 • $MRVL -- $126 Agentic AI • $NET -- $205 • $DOCN -- $71 • $FSLY -- $17 • $PATH -- $10 Physical AI • $TSLA -- $351 • $AMZN -- $232 • $GOOGL -- $272 • $ISRG -- $466

@stocksavvyshayApr 11, 2026 · 1:29 PM

KEY FIB LEVELS ACROSS GROWTH THEMES AI Utility • $IREN -- $33 • $NBIS -- $100 • $CIFR -- $11 • $CRWV -- $92 AI Inference • $NET -- $161 • $DOCN -- $68 • $FSLY -- $17 • $OSS -- $6 AI Power • $VST -- $148 • $BE -- $118 • $CEG -- $274 • $VRT -- $209 AI Hardware • $NVDA -- $167 • $TSM -- $297 • $ASML -- $1,191 • $AMD -- $197 AI Connectivity • $AVGO -- $318 • $ALAB -- $133 • $CRDO -- $102 • $MRVL -- $99 Physical AI • $TSLA -- $328 • $AMZN -- $223 • $GOOGL -- $272 • $ISRG -- $428 AI Security • $MSFT -- $356 • $CRWD -- $362 • $PANW -- $144 • $ZS -- $110 Photonics • $AAOI -- $99 • $LITE -- $612 • $COHR -- $212 • $AEHR -- $48 Drones • $ONDS -- $6 • $UMAC -- $12 • $AVAV -- $170 • $KTOS -- $70 Nuclear • $OKLO -- $50 • $UUUU -- $13 • $GEV -- $735 • $LEU -- $168 Space • $RKLB -- $68 • $ASTS -- $88 • $PL -- $25 • $BKSY -- $25

@bullofbritainApr 9, 2026 · 9:54 AM

Decent month considering the Trumpcoaster. No margin or options. Just naked share holding. Mainly down to huge sizing on $EQR.AX - 320% YTD $VNP.TO - 90% YTD $TSEM - 70% YTD Mid size positions $NBIS - 50% YTD $ASTS - 33% YTD Smaller positions i’m currently DCA’ing $DOCN - 86% YTD $FSLY - 221% YTD I believe Agentic workflows and integration are the next natural stage of the AI cycle and their recent earnings and guidance project this. Will post a deeper report soon.

@tradableastroApr 1, 2026 · 9:40 PM

The @AionAnalytics index keeps finding the names that matter. Leaders today: $APLS new #1. $SATL holding #2. $FSLY +11.4%. $MRVL +7.7%. $ARM back on the list. On the weak side: $GLXY sitting on its neckline at $17.37. Score of 1 out of 1179 tickers. If that neckline breaks it could get ugly fast. The index doesn't care about the macro debate. It just finds the setups.

@investmentguru_Mar 24, 2026 · 10:37 AM

$FSLY starting to look like a real turnaround + AI infrastructure play Not just a CDN anymore — positioning itself in edge computing + AI data delivery, which is where demand is heading fast AI apps need real-time processing → edge becomes critical → Fastly sits right in that flow. Growth picking up, guidance improving, and market finally paying attention Still early compared to crowded AI names, but execution will be key Don’t chase the move — watch for dips and let it come to you DYOR

@tradableastroMar 23, 2026 · 7:59 PM

$AXTI For the flow bros $6M in In the money, sold to open puts. $75 strike Those are bullish orders +19% today, insane move caught thanks to @AionAnalytics If you want to try it out use code ASTRO for 50% off your first month! $ASTS l $AEHR l $AAOI l $FSLY https://t.co/BiPOKDQFVz

@stocksavvyshayMar 21, 2026 · 1:08 PM

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $67 • $ASTS -- $87 • $PL -- $24 • $BKSY -- $23 Photonics • $AAOI -- $83 • $LITE -- $504 • $COHR -- $203 • $CIEN -- $278 Drones • $ONDS -- $10 • $UMAC -- $12 • $AVAV -- $223 • $KTOS -- $75 Nuclear • $OKLO -- $50 • $UUUU -- $13 • $GEV -- $649 • $LEU -- $168 AI Utility • $IREN -- $33 • $NBIS -- $94 • $CIFR -- $11 • $CRWV -- $69 AI Inference • $NET -- $195 • $DOCN -- $63 • $FSLY -- $19 • $OSS -- $8 AI Power • $VST -- $140 • $BE -- $118 • $CEG -- $257 • $VRT -- $192 AI Hardware • $NVDA -- $164 • $TSM -- $292 • $ASML -- $1,177 • $AMD -- $194 AI Applications • $PLTR -- $120 • $SNOW -- $155 • $MDB -- $238 • $ZETA -- $16 Physical AI • $TSLA -- $323 • $AMZN -- $199 • $GOOGL -- $269 • $ISRG -- $466 AI Security • $MSFT -- $381 • $CRWD -- $401 • $PANW -- $161 • $RBRK -- $46

@tradableastroMar 20, 2026 · 12:22 AM

The @AionAnalytics leaderboard is showing you where the strength is. $LWLG 🔥7 +40.2% $FSLY 🔥14 +24.9% $CRCL 🔥12 +21.9% $DOCN 🔥7 +24.3% $AXTI 🔥2 +19.1% These are some names that held on one of the worst tapes in months. Add to your watchlists. (bookmark this, to keep an eye for weakness into supports)

@tradableastroMar 12, 2026 · 5:11 AM

Meanwhile some leaders on the @AionAnalytics Index $AAOI #1 🔥9 streak, +50.8% since added $AMPX #3 🔥6 streak, +48.1% since added $FSLY #5 🔥8 streak, +13.6% since added $CRCL #6 🔥6 streak, +7.2% since added $USO #8 🔥7 streak, +19.8% since added These names are holding on a brutal tape. Start finding your shopping list for when things shift

@tradableastroMar 11, 2026 · 5:53 PM

$SPY -0.4% Aion Index $AEHR +0.6% $RDW +1.35% $AAOI +5% $CRCL -2.45% $FSLY +8.62% I heard @jimcramer said this yesterday “Just impossible Day to Make Money” Find good names hold them & then rotate them when you find better names, there is always something green in the markets. Hope these posts over the past few days helped, all of the names above are up 20% this week (except $RDW)

@investmentguru_Mar 11, 2026 · 10:50 AM

$FSLY — looking good $FSLY is starting to show strong momentum again and the chart is beginning to look constructive. The recent turnaround in fundamentals combined with improving sentiment around edge computing and AI-driven internet traffic is bringing new attention to the stock. As more applications, streaming, and AI workloads move closer to the edge, companies like Fastly could see increasing demand for their infrastructure. Another bullish signal is the return of institutional interest, which often comes before sustained moves. Stocks that go through a long reset phase and then start improving fundamentals can sometimes produce powerful multi-month trends. Momentum traders are also starting to notice the relative strength building in the chart. If the broader market stabilizes, $FSLY could attempt another leg higher after consolidation, with the next phase driven by continued growth expectations and improving sentiment in tech infrastructure. As always, the market is still very headline and macro driven, so risk management remains key. But from a momentum and narrative perspective, $FSLY is starting to look interesting again. Not a financial advice, DYOR

@tradableastroMar 10, 2026 · 11:30 PM

Meanwhile some of the leaders are holding up well two days in a row. $AEHR +9.08% $AAOI +9.91% $CRCL +8.15% $FSLY +4.35% If you are in them good to manage positions accordingly. Trim and trail. Let the winners work but protect what you have. This is the time to find names to add to your shopping list when the regime fully switches. Previous day: https://t.co/6AlSQgsFPz

@tradableastroMar 10, 2026 · 4:57 PM

Aion Index is killing it today $AEHR +9% $RDW - 1% $AAOI +9% $CRCL + 8% $FSLY + 4% On top of the gains from yesterday. Should we open up a waitlist for free trials?👀 Comment "WAITLIST" to be added! https://t.co/VEpJP1O7vb

@tradableastroMar 10, 2026 · 12:48 AM

One thing I will say though. Pay attention to the names that held well and were moving today. $AEHR +14.80% $AAOI +15.74% $CRCL +9.74% $RDW +12.87% $FSLY +8.39% Here are some leaders I saw on a rough tape. (bookmark this) Everyone better have their shopping list ready for when the regime switches.

@investmentguru_Mar 3, 2026 · 12:12 PM

Top Momentum Stocks Crushing It — YTD Leaders $AAOI $LITE $FSLY $GLW $POWL $TER $SOLS $COHR $ENLT $CAMT $KEYS $FIX $WDC $VRT

@tradableastroMar 3, 2026 · 12:31 AM

🚨Leaderboard for the day🚨 📈Top 5 Strongest: $AAOI $ACLX $AEHR $LITE $YOU 📉Top 5 Weakest: $EOSE $MNKD $RUN $GRAL $SHLS ⚡️Newly added to Strongest: $COHR $DELL $DK $FSLY $LITE $NEXA $NTLA $TXG $UAMY 🦥Newly added to Weakest: $AVAV $CRWV $CSIQ $ELV $FSLR $IQ $PLTK $RUN $YINN No more free trials after TONIGHT!

@yasutaketinFeb 13, 2026 · 9:42 AM

$FSLY ファストリー +72%😲 第4四半期の1株当たり利益が予想の2倍となったほか、強い見通しで上昇 https://t.co/Q7ToxtSSM3

@itscblastFeb 12, 2026 · 2:47 PM

Tailed Algo Edge for a 550%+ Gainer on $FSLY 🎯 https://t.co/yCzyK5Z7FI