$NET mention timeline

Cloudflare. Every tracked FinTwit mention of $NET, newest first. 154 mentions since the first on Aug 1, 2025. See the price chart.

July 2026 · 10 mentions

Jul 14
Alphatica — DARK POOL SCANNER | July 14, 2026 -$523M net sell. The dark pool flipped after five consecutive buy sessions. $SPY -$848M. The pattern persists. $IWM -$488M. Both tapes agree sell…↗
Jul 9
InvestmentGuru — 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 tracki…↗
Jul 9
InvestmentGuru — 15 Stocks Worth Watching Right Now $IBRX — Commercial-stage oncology player inflecting toward positive cash flow $QURE — Gene therapy name with multiple near-term pipeline catal…↗
Jul 8
Alphatica — LARGE / MID-CAP TAPE | July 8, 2026 Large / mid-cap blocks. +$214M net buy. Flipped. Yesterday: -$726M. $AKAM +$88M zero sells. $NET +$65M. $CRWV +$62M. Yesterday's sellers became…↗
Jul 8
Shay Boloor — @VanquishTrader $NET so well positioned in the new AI economy↗
Jul 8
Shay Boloor — @FuturumEquities Heres where you can see my full $NET commentary: https://t.co/7q6lrXlcL2↗
Jul 8
Shay Boloor — $NET has a real shot to become one of the next megacaps in the AI economy. The internet is being rebuilt around AI agents, developers and real-time data movement and Cloudflare si…↗
Jul 7
Alphatica — LARGE / MID-CAP DARK POOL | July 7, 2026 $NET +$142M zero sells. Cloudflare is the mid-cap safe haven. $CMG -$83M zero buys. $RKLB -$22M. $RIVN -$21M. Both agree sell. 62 prints.…↗
Jul 7
Alphatica — LARGE / MID-CAP TAPE | July 7, 2026 Large / mid-cap blocks. -$726M net sell. $ALAB -$138M. $TER -$129M zero buys. $RKLB -$124M. $NET +$79M near-zero sells. The mid-caps got hit. Q…↗
Jul 7
Shay Boloor — @FuturumEquities $NET has a real shot to become one of the next megacaps in the AI economy. The internet is being rebuilt around AI agents, developers and real-time data movement…↗

June 2026 · 6 mentions

Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation. The top performers of 2026 aren’t random. They’re a roadmap. Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS 1. $NVDA | Nvidia 2. $RKLB | Rocket Lab 3. $ASTS | AST SpaceMobile 4. $PLTR | Palantir 5. $META | Meta 6. $CRWD…↗
Jun 13
Shay Boloor — AGENTIC AI SECURITY STACK • $ZS Zero Trust access layer for agent-to-app activity • $NET edge security & AI Gateway for internet-facing agent calls • $RBRK immutable backup & cybe…↗
Jun 9
IvanaSPEAR

May 2026 · 18 mentions

May 29
Trade Whisperer — @ekroth Thanks for sharing. I like $NET↗
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…↗
May 21
シバイヌおやびん（投資系VTuber） — $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。

April 2026 · 12 mentions

Apr 25
Shay Boloor — 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…↗
Apr 20
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 13
The AI Investor — Hey, did the market read my article over the weekend about fears around Anthropic? "We also saw software stocks crash on Anthropic-related fears. I don’t think that’s justified, a…↗
Apr 12
Shay Boloor

March 2026 · 26 mentions

Mar 29
Shay Boloor — AGENTIC AI SECURITY STACK • $ZS access layer for agentic systems • $OKTA identity control for humans & agents • $FTNT network security for agent traffic at scale • $NET edge secur…↗
Mar 28
Dillon Valdez — AI agents just leveled up big time. Claude from Anthropic is now straight-up controlling Macs – turning chatbots into remote operators that handle real tasks. Cloudflare's $NET…↗
Mar 24
Dillon Valdez — These are 5 of the most important buckets to study: 1. AI infrastructure: $NVDA $VRT $ALAB 2. Enterprise software / workflow: $NOW $PLTR $SNOW 3. Cybersecurity: $NET $RBRK 4. S…↗
Mar 24
Shay Boloor

February 2026 · 38 mentions

Feb 27
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 27
Serenity — The "AI is Disrupting Software but Not Really" Bucket. Here's my personal list of favorites: $RDDT ($149, -37.47% YTD): 10/10 $NFLX ($84.61, -30.85% 6M): 9/10 $NET ($169.5, -13…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $INTC Networking - $AVGO, $ANET, $MRVL Power I…↗
Feb 25
InvestmentGuru

January 2026 · 20 mentions

Jan 30
TheValueist — $NET Create the problem, sell the solution. Now NET has spun up there own clawdbot/moltbot/ @openclaw automated hosting service. Very smart because my Clawdbot keeps getting bann…↗
Jan 27
KaizenInvestor — After a red day yesterday, the Kaizen portfolio is green again. Biggest winners today: $IREN: +14.57% $NET: +8.77% $PL: +8.50% $RKLB: +8.14% https://t.co/h0rbb8vZAr↗
Jan 27
Shay Boloor — 2026 looks like the year agentic AI takes off with value shifting from software seats to infrastructure consumption. $NET Workers & $DOCN compute are positioned for agent work…↗
Jan 27
TheValueist

December 2025 · 10 mentions

Dec 29
Shay Boloor — SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10.…↗
Dec 28
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The…↗
Dec 23
TheValueist — $NET Cloudflare Strategic Analysis: Multi-Vector Growth, Governance Dynamics, and Investment Thesis Cloudflare is strategically evolving from a web-performance provider into a div…↗
Dec 23
TheValueist

November 2025 · 2 mentions

Nov 24
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://…↗

August 2025 · 4 mentions

Aug 28
IvanaSPEAR — #2. AI Platforms are posting outstanding results, while AI Applications are taking longer to ramp. Here is a summary of $SNOW results: 1️⃣ Product Revenue 32% vs. 26% in 1Q 🚀 2️⃣…↗
Aug 28
IvanaSPEAR — Trend Alerts from this earnings season🛎️ #1. Networking is the way AI hardware is achieving performance improvements and will be key for power gen savings $ALAB $ANET $CRDO $NVDA…↗
Aug 5
Ben Pouladian — So this is Americas Deep Seek moment with OpenAi. Open source. Light weight. Ready to kick ass at the edge. Big benefit to Cloudflare workers You can now run high-performance, op…↗
Aug 1
Ben Pouladian

July 2025 · 2 mentions

Jul 7
IvanaSPEAR — Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners! Here is what you will learn: ▪️ How are cybe…↗
Jul 1
Ben Pouladian — I’m having a lot of fun building Cloudflare worker agents. This is the future $net 🚀🤖🦾↗

June 2025 · 4 mentions

Jun 26
IvanaSPEAR — Where do the public players stand today? 🟩 Companies that are building unique platforms are winning: $ZS $NET $CRWD $PANW 🟥 Companies that rely on antiquated technologies are l…↗
Jun 26
IvanaSPEAR — 1./ Sources of Data. This stems from a large installed customer base. Here, leaders in Network, Endpoint, Identity, and Cloud security have a significant advantage, as they already…↗
Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI …but as the threats have been evolving, so have the solutions. Over the past year, the focus for all major players ha…↗
Jun 25
Ben Pouladian

— How many CPUs do we need for Agentic AI Interesting slide from $NET investor day 👇 https://t.co/6ZZpVlElZP

Jun 7

Shay Boloor — SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (1…↗

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 20

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…↗

May 17

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NE…↗

May 17

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

シバイヌおやびん（投資系VTuber） — 「ある大企業が、自社のサーバー・システムをAIエージェントの攻撃から守りたいと想定。どう各社製品を組み合わせる？」 $NET $PANW $FTNT $ZS $CRWD $RBRK $OKTA $DDOG https://t.co/MEr8A9vxnP↗

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

Alphatica — $NET is down 15% premarket after earnings. At 8:26 AM a single $8.2M dark pool buy printed through the NASDAQ TRF Carteret. The stock is selling off and someone just stepped into t…↗

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…↗

May 3

Shay Boloor — GROWTH EARNINGS START NEXT WEEK • Monday | $PLTR, $DUOL, $GRAB, $TWST, $ON, $BWXT • Tuesday | $AMD, $DOCN, $CIFR, $PYPL, $SHOP, $CCJ, $ANET, $TEM, $ALAB, $SMCI, $NVTS, $TMDX, $JOB…↗

— PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $NET ~4.7x •…

Apr 11

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $…↗

Apr 11

Shay Boloor — 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…↗

Apr 11

シバイヌおやびん（投資系VTuber） — $NET クラウドフレア週足 CloudflareはProject Glasswingのパートナーに含まれておらず、競争力への懸念が売りを加速させた。一方、CrowdStrike $CRWD はGlasswingの創設メンバーであり、AI追い風を受ける側とも評価されているも下落。 https://t.co/iXUucEQMEn↗

Apr 10

Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Why the market now sees $META & $AMZN as the best Mag 7 names to own • Claude Mythos & its…↗

Apr 9

Shay Boloor — Cybersecurity names are getting hit hard today after OpenAI’s new model showed stronger cyber capabilities: • $NET -12% • $ZS -11% • $RBRK -11% • $OKTA -9% • $CRWD -7% • $S -6% •…↗

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 5

InvestmentGuru — The Next Big Winners: Long-Term Investment Ideas: 1. $ASTS — AST SpaceMobile Space-based cellular broadband direct to smartphones. Several mobile network providers have given the…↗

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…↗

— @JRupena This is exactly the thesis on $NET + $COIN x402 layer

Mar 23

Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago. Not paper trades. Not backtested theory. Real money, real positions,…↗

Mar 23

Tigris 会讲课教授是好老师 — 这是公开的分析周报不搞什么事后诸葛亮可以看看当时复盘解读现在安全类的底部反弹都20/30以上了。 $PLTR $NET 现在新的吓人的故事是ai capex 背后代理都是一样 ai投资基建阶段远没有结束，巨大的投资今天是为了明天的现金流而不是泡沫 https://t.co/tA1CLDcGMz↗

Mar 22

Dillon Valdez — My portfolio is positioned across every major growth sector of the next decade: Space: $RKLB $PL AI Utility: $NBIS Inference: $NET AI Power: $VRT Hardware: $NVDA $ALAB Software: $…↗

Mar 22

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM,…↗

Mar 21

Shay Boloor — 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…↗

Mar 20

シバイヌおやびん（投資系VTuber） — $NET のCEO、マシュー・プリンス氏は、AIボットのトラフィックが2027年までに人間のインターネットトラフィックを上回るペースであると述べています。彼は、AIエージェントが単一のタスクのために数千のサイトにアクセスし、人間ユーザーよりもはるかに大きな負荷を生み出し、インターネットインフラに新たな圧力をかけていると指摘しています。↗

Mar 19

Shay Boloor — $NET CEO Matthew Prince says AI bot traffic is on pace to surpass human internet traffic by 2027. He notes that AI agents can hit thousands of sites for a single task creating far…↗

Mar 18

Shay Boloor — $COIN is pushing deeper into AI agent payments and is reportedly competing for a $NET partnership to issue a stablecoin. The goal is to power AI-native transactions as agents begi…↗

Mar 15

Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every c…↗

Mar 13

Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH • $NVDA CEO Jensen Huang’s five-layer cake: $…↗

Mar 12

Shay Boloor — How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastruc…↗

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 7

Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T. Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗

Mar 6

Jason Luongo — The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $AMKR Optical Networking - $AAOI, $COHR, $LITE…↗

Mar 5

Shay Boloor — IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $M…↗

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…↗

Mar 3

KaizenInvestor — 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↗

Mar 3

Jason Luongo — The complete data center stock map. Every layer. Every name worth watching. OPERATORS + BUILDERS $EQIX $CRWV $NBIS $IREN $APLD $CIFR CHIPS $NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗

Mar 2

Shay Boloor — STRONG DAY FOR THE NEW AGE OF DEFENSE BASKET • $PLTR the AI operating system embedded in the defense decision layer with a Rule of 40 score of 127%. • $AXON the control center for…↗

Mar 1

Shay Boloor — $GOOGL is testing a new version of HTTPS in Chrome designed to protect the internet from future quantum computer hacks. They’re working with $NET on live trials with plans to roll…↗

Mar 1

シバイヌおやびん（投資系VTuber） — $GOOGL は、将来の量子攻撃から証明書の検証を保護しつつ、証明書サイズを肥大化させないようにするため、Merkle Tree Certificates を用いて Chrome で耐量子性 HTTPS のテストを行っている。Cloudflare $NET は実地試験で提携しており、Google は 2027 年までにより広範な認証局（CA）への展開を目指し…↗

— The Anthropic “Hit List” – What Just Happened Cowork / SaaS Productivity AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged. $TEAM, $…

Feb 25

Dillon Valdez — If I professionally managed money, I’d take that risk here right here. That is my conviction in the bottom of this market on a collective $IGV basis. $NOW $SNOW $RBRK $NET $PLT…↗

Feb 24

Shay Boloor — Software is getting repriced because the market doesn't trust which business models will matter a decade from now. The category grows but the winners concentrate with $PLTR emerg…↗

Feb 23

Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it. Every AI agent, every autonomous workflow, every new endpoint needs to be secured. The CrowdStrike CEO asked C…↗

Feb 22

Tigris 会讲课教授是好老师 — 知识经济不是旧的房地产，不学习就会变成 AI 文盲。哪怕你曾经做对过一次史诗级空头。这篇文章我用第一性拆解 $GOOG 它在 AI 时代的护城河正是旧搜索互联时代的网站数据来做训练token 同时分享左侧投资机会，如果 Cloudflare 真把“按爬取收费”做成行业收费站，$NET 会成为不被AI杀死的SaaS定价层。↗

Feb 22

Tigris 会讲课教授是好老师 — 只要AI模型进化不停止，远谈不上AI泡沫，AI在真实世界应用是不是摧毁所有SaaS一往无前？为何我一直强调Burry这种做空房贷的传奇空头问题在于不学习没知识看不懂AI？为何看懂这个论文就知道Google这种互联网搜索巨人在AI的统治力？中美模型的竞争终极之战哪里… 这篇22 年 DeepMind 那篇里程碑论文已经说透，用来训练 token 数据…↗

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 21

TheValueist — Eyes on a long flyer in $NET here. https://t.co/YTBpCDwB8Y↗

Feb 21

Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement. Claude Code Security is just static application security testing (…↗

Feb 21

Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗

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…↗

Feb 20

Shay Boloor — People think Claude Code security is coming for $CRWD, $ZS, $PANW, $NET or $RBRK. This is what “AI-native security” looks like in practice. https://t.co/YCKDfjoSjQ↗

Feb 20

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗

Feb 17

Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI…↗

Feb 16

Midas — The truth is AI could replace SaaS companies like $PATH and $ZETA However cyber security & cloud platforms like $NET $SNOW $CRWD $MDB only get better with AI.↗

Feb 15

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Nuclear • $OKLO -- $50 • $CCJ -- $97 • $UUUU -- $18 • $GEV -- $619 • $LEU -- $168 Critical Materials • $MP -- $50 • $CRML -- $8 • $IDR --…↗

Feb 14

Shay Boloor — CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗

Feb 13

KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal. Here’s a breakdown of the sectors and stocks that should be…↗

Feb 13

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR • Software check-in:…↗

Feb 11

Shay Boloor — IS SOFTWARE DEAD? | IWTB STREAM $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SH…↗

Feb 11

IvanaSPEAR — $NET Acceleration across all metrics. Highlighted the difference between software infrastructure and applications. - Revenue growth of 34% in 4Q25 (acceleration for the 3rd str…↗

Feb 11

Tradable Astronaut — $NET + 16% as expected One of the most consistent companies https://t.co/y73VbTjtw8↗

Feb 11

TheValueist — $NET KEY READ-THROUGHS FROM CLOUDFLARE Q4 2025 EARNINGS CALL Cloudflare’s Q4 commentary combined unusually strong enterprise execution signals (record ACV, accelerating large-cust…↗

Feb 11

TheValueist — $NET EXECUTIVE CALL SUMMARY: Cloudflare Inc (02/10/26) Cloudflare reported a material upside surprise versus prior guidance on both Q4 2025 revenue and profitability, alongside ev…↗

Feb 10

Shay Boloor — The AI Tsunami is flattening all software into one bucket but a handful of AI application winners will emerge from this cycle as true platform-scale businesses. $PLTR has already…↗

Feb 10

Shay Boloor — $NET just reported its largest RPO growth (+48% YoY) in over three years. This is a software platform proving it can win in the AI economy by monetizing the control layer that ag…↗

Feb 10

unusual_whales — Cloudflare, $NET, earnings: - EPS: $0.28, est: $0.27 - Revenue: $614 million, est: $591 million↗

Feb 10

KaizenInvestor — $NET just surged 10% after a massive Q4 double beat. Cloudflare just proved it is no longer just a security company but the backbone of the Agentic Internet. The standout highlig…↗

Feb 10

Shay Boloor — $NET CRUSHED THEIR EARNINGS • Revenue $615M vs Est. $591M • EPS $0.28 vs Est. $0.27 • Non-GAAP Op Income $90M vs Est. $84M • RPO up +48% FY26 Guidance • Revenue $2.80 vs Est. $2.…↗

Feb 10

Tradable Astronaut — $NET Bulls ahead of earnings mhmm https://t.co/4coe9jpOOx↗

Feb 7

Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (4…↗

Feb 4

Shay Boloor — SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% •…↗

Feb 3

Dillon Valdez — Yes, $SNOW $RBRK and $NET are three I own Market is on coo coo mode throwing these 3 out with the rest of application SaaS↗

Feb 3

Shay Boloor — 2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 2…↗

Feb 2

KaizenInvestor — Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 year…↗

— $NET (Bloomberg) -- Cloudflare shares rise as much as 10% in premarket trading, set to extend gains for a fourth consecutive session, as the software stock rebounds after recent we…

Jan 27

Shay Boloor — $NET is becoming the gatekeeper of the modern internet. The picks-and-shovels winner of agentic AI is up another 10% pre-market. https://t.co/HRB0hlYW0O↗

Jan 26

Shay Boloor — Over the weekend I told the subs community this feels like a real “ChatGPT moment” for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for…↗

Jan 26

Shay Boloor — People finally starting to realize that $NET may be the biggest winner of the Claude CoWork + Clawdbot “ChatGPT moment.” https://t.co/DzxTNzfyT5↗

Jan 26

Shay Boloor — @JasonL_Capital $NET a massive winner in Claude CoWork↗

Jan 25

Shay Boloor — @JaguarAnalytics Agentic AI is a massive tailwind for $NET.↗

Jan 25

Shay Boloor — 10 STOCKS THAT SCALE WITH CLAUDE COWORK SUCCESS 1. $MU memory for long-context agents 2. $NVDA sets the price of inference itself 3. $PLTR governs what agents are allowed to do 4.…↗

Jan 25

Jan 18

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Nuclear • $OKLO -- $85 • $CCJ -- $87 • $UUUU -- $18 • $GEV -- $548 • $LEU -- $306 Critical Materials • $MP -- $50 • $CRML -- $13 • $IDR -…↗

Jan 17

Shay Boloor — @ArtKnightmed AI security like $CRWD, $PANW, $NET, $ZS & $RBRK definitely carries less “AI disruption risk” and what's happening is more of a temporary valuation mismatch while the…↗

Jan 17

Dillon Valdez — I think the software crush has been overdone, a couple stocks I’ve been looking at buying are $NET (still expensive) $SNOW $RBRK↗

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…↗

Jan 9

Dillon Valdez — Way to go Prince! Time to buy more $NET↗

Jan 9

Dillon Valdez — @eastdakota @Cloudflare That’s it, I’m buying more $NET stock Way to go @eastdakota↗

Jan 8

KaizenInvestor — A red day for the Kaizen portfolio 🔴 Worst performers of the portfolio today: $NET: -7.82% $ASM.AS: -6.85% $HIMS: -4.48% https://t.co/Oz2acOSPjG↗

Jan 4

Shay Boloor — ESTIMATED FCF GROWTH OVER THE NEXT 3 YEARS • $AMZN +405% • $HOOD +320% • $BABA +265% • $AMD +260% • $NVDA +230% • $NET +220% • $CRWD +200% • $ASML +199% • $AVGO +189% • $PLTR +185…↗

Jan 3

Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS AI Utility • $IREN -- $33 • $NBIS -- $87 • $CIFR -- $15 • $WULF -- $11 • $GLXY -- $22 AI Power • $EOSE -- $12 • $VST -- $140 • $NVTS -- $7…↗

— $NET Cloudflare Strategic Analysis: Multi-Vector Growth, Governance Dynamics, and Investment Thesis

Dec 23

TheValueist — $PANW $CRWD $NET $ZS GenAI Cyber Security Market Dynamics and Investment Implications The video analyzes the GAI Cyber Security Index, a collection of eight major equities includi…↗

Dec 23

TheValueist — $PANW $CRWV $NET Implications GenAI Cyber Security Market Dynamics and Investment Implecations↗

Dec 23

TheValueist — $PANW $CRWV $NET $FTNT $ZS The GAI Cyber Security Index (CSECINDX) is an equal-weight basket of 8 liquid, large-cap cybersecurity-adjacent equities spanning network security, cloud…↗

Dec 22

KaizenInvestor — Despite the weakening dollar the Kaizen portfolio moves to a new ATH 🟢 My best performers are the same as last Friday: $RKLB: +9.97% $PL: +7.40% (my second 5-bagger) $IREN: +5.31…↗

Dec 14

Serenity — @cluelesscrypta Still bullish. People seem to forget the $MSFT and $META deals for $NBIS are over half a decade, 100% utilization, and $22 Billion in contract size. They have great…↗

Dec 7

The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 #𝟮 𝗕𝗲𝘀𝘁 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 The nominees are: $NET - Cloudflare $CRWD - Crowdstrike $PANW…↗

— @akramsrazor @Crussian17 If Cloudflare can add 15K customers this quarter at their scale and still shift revenue 400bps higher toward large customers, they’re clearly cooking up so…

— Cloudflare just launched its own “fourth cloud” containers that spin up instantly, run globally by default, and charge only when used. Big news for apps needing global reach, edg…