Who mentions $NET most on Surfaced?

@ftr_investors (The Future Investors) mentions $NET most — 7 mentions in the past 12 months.

When was $NET first mentioned on Surfaced?

The earliest tracked mention of $NET in the Surfaced archive was on Sep 8, 2025.

How many voices track $NET?

10 FinTwit voices have mentioned $NET 30 times in the past 12 months.

What kind of voices mention $NET most?

$NET is mentioned most by Long Research voices on Surfaced.

$NET — FinTwit mentions on Surfaced

Recent calls

12 calls

@stocksavvyshayJun 3, 2026 · 6:10 PM

$NET CEO says bots and agents are now generating more internet traffic than humans for the first time. The agentic internet is arriving faster than expected. https://t.co/WFoRSejDvm

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@yasutaketinMay 21, 2026 · 10:21 AM

$NET でリストラされたのは中間管理職。AIのアシストで、上司が管理できる従業員数が上がった。夏の1,111件の有給インターンシップに対して、ほぼ100万件の応募。新たに採用するインターンはAIネイティブ世代。

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@dillon_valdezMay 20, 2026 · 2:30 PM

I’ve owned Cloudflare for years, and $NET makes more sense when you start with where the company sits. The edge network puts Cloudflare close to users, apps, traffic, and security problems. That is why the expansion into Zero Trust, Workers, and AI traffic controls is not random product sprawl. The proof is whether that position keeps turning into adoption, revenue durability, margin leverage, and cash flow.

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@dillon_valdezMay 17, 2026 · 12:43 AM

$NET is not just a CDN story. The original CDN architecture matters because Cloudflare already sits close to users, traffic, and applications across its global edge network. That gives it a natural place to add security, Zero Trust, developer compute, and now AI controls like Workers AI + AI Gateway. That’s the bullish case: Cloudflare is not selling one more point product. It is trying to make its network the control layer for more internet and AI traffic. Q1’26 evidence is still supportive: revenue +33.5%, $2.54B RPO, 4,416 $100K+ customers, and 118% dollar-based net retention. I’m bullish on NET if that consolidation keeps showing up in adoption and expansion. Main risk is valuation/execution, but the business model is getting more strategic, not less.

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@stocksavvyshayMay 7, 2026 · 8:33 PM

$NET Q1 EARNINGS • 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 Plans to lay off 20% of workforce.

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@unusual_whalesMay 7, 2026 · 8:21 PM

BREAKING: $DKNG earnings: - EPS: $0.2, est: $0.17 - Rev: $1.64 billion, est: $1.63 billion $NET earnings: - EPS: $0.25, est: $0.23 - Rev: $639 million, est: $622 million $AFRM earnings: - EPS: $0.3, est: $0.17 - Rev: $1.03 billion, est: $995 million

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@kaizen_investorApr 9, 2026 · 5:21 PM

I sold my complete $CRWD position at $400 with a profit of 66%. AI is changing the cybersecurity sector rapidly and it is difficult to predict what comes next. Anthropic is constantly evolving the cybersecurity methods and companies have to follow. I sold my $NET position a couple of months ago and now decided to completely leave the sector. I always believed that cybersecurity would play a huge role in this AI revolution. I still believe that, I just can’t predict how exactly. It’s a sector you constantly have to monitor as it changes rapidly in an unpredictable way. There is a lot of uncertainty around software and cybersecurity can’t escape this. I believe there are better opportunities in the market now and better ways to use my research time than to follow this sector. I still got the sales of $HOOD and $CRWD in cash. Will inform you when I decide my next move.

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@kaizen_investorMar 11, 2026 · 2:36 PM

I've decided to close my $NET position last Monday. I had the stock for about a year with a total return of 58.52%. It might not be the best timing as the stock is catching up again but I had double exposure in the cybersecurity industry. Decided to keep $CRWD and sell $NET, so I can use the money to have some exposure in other industries. Out of the 4 positions I sold last Monday, I doubt this decision the most. I still think cybersecurity is the safest bet on AI and Cloudflare will play a major part in this industry. I'll keep a close eye on the company but with a 58% return and other exposure in the sector, the time has come to move on.

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@ftr_investorsJan 16, 2026 · 9:58 AM

$NET Cloudflare is acquiring Human Native, an AI data marketplace that connects AI developers with content creators for paid data access 🤖 📊 The deal supports Cloudflare’s push to build fair, transparent tools for sourcing high-quality training data. https://t.co/snPq4KabvU

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@saxena_puruNov 15, 2025 · 3:59 AM

AlphaTarget PULSE – New pod is out Topics discussed: - Major business + macro news - Stock market outlook - Q3 earnings season (Big tech Q3 results, $TSLA, $PLTR , $NET) Watch below 👇 https://t.co/6WeTp0ySEU

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@techfund1Sep 9, 2025 · 12:36 PM

This is actually cheap compared to some listed peers - $PLTR 75x forward sales, $NET 32x forward sales. At 25x current ARR, Databricks investors can make easy money here when it IPOs @alighodsi - you're selling your equity way too cheap https://t.co/DCPKvzb7hN

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@saxena_puruSep 8, 2025 · 4:55 PM

$NET trading at 32x NTM EV/R with 27%YoY growth! Stock approaching ATH recorded in 2021 We've locked in 215% gain and re-invested in an undervalued, disruptive business. https://t.co/9W3aDdLK3Q https://t.co/LhbXQL1bFx

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