Cloudflare Inc - Class A. Every tracked FinTwit mention of $NET, newest first. 30 mentions since the first on Sep 8, 2025. See the price chart.
June 2026 · 1 mention
Jun 3
Shay Boloor — $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/WFoRSejD…↗
May 2026 · 14 mentions
May 28
Dillon Valdez — The first AI trade was mostly digital: models, chips, cloud, data centers.
The next layer is physical and distributed.
A robot, drone, factory camera, or AI app near the user can…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
Dillon Valdez — 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…
April 2026 · 2 mentions
Apr 9
KaizenInvestor — 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 const…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
March 2026 · 4 mentions
Mar 11
KaizenInvestor — 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 ag…↗
Mar 11
The Future Investors — 🟡 𝗟𝗮𝘆𝗲𝗿 𝟱: 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
This is where AI creates real economic value. AI applications transform industries and workflows.
Key companies:
$PLTR | Palantir
$NOW |…↗
Mar 4
KaizenInvestor — @TalentNotHaver It's a great company with great software. I own $CRWD and $NET already so I'm not going to add another cybersecurity company, but they are certainly worth a mention…↗
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 20
The Future Investors — Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒
AI can suggest what might be wrong. It can flag a security flaw an…↗
January 2026 · 1 mention
Jan 16
The Future Investors — $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…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 15
Puru Saxena — 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…↗
September 2025 · 2 mentions
Sep 9
Tech Fund — 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…↗
Sep 8
Puru Saxena — $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://…↗
Dillon Valdez — $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…↗
May 15
Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:
• $AVGO ~$61M
• $SNDK ~$24M
• $INTC ~$18M
• $ARM ~$16M
• $NET ~$11M
• $MU ~$8M…↗
May 9
Shay Boloor — 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 $17…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
unusual_whales — Cloudflare, $NET, Upwork, $UPWK, and Bill Holdings, $BILL, are reportedly laying off 20%, 25%, and 30% of their workforces, respectively, per Bloomberg.↗
May 7
Shay Boloor — $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. $…↗
May 7
unusual_whales — 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…↗
May 5
Shay Boloor — The Agentic AI bucket in the Family Portfolio is booming today:
• $DOCN +35%
DigitalOcean monetizes long tail of agent workloads. Q1 2026 showed AI Customer ARR up 221% YoY to $…↗
May 4
InvestmentGuru — 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…↗
— Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%.
I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS