Source: Finchat

Cloudflare
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Discussione su NET
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112Cloudflare I love you. Really best product by far.
$NET (+4,95%) after some crash from because you know why happened idiot president.
.. I Bought back Cloudflare.
As someone who's using cloudflare and understand how important it is for companies. m bullish on company.
Let's see. Goal 165-180$.
2028 goal 300-350$ (crystal ball)
Podcast episode 83 "Buy High. Sell Low."
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Spotify
https://open.spotify.com/episode/5Cr722K3NaLxspBot2mBNM?si=eORJfrQJR3eDLplP35EYxw
YouTube
Apple Podcast
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$AMZN (+3,74%)
$SBUX (+0,56%)
$GOOG (+5,13%)
$GOOGL (+5,72%)
$NET (+4,95%)
$PLTR (+6,4%)
$VNA (+2,12%)
$META (+3,74%)
Trade 2 for March
If $NET (+4,95%) takes the 125.44 I'm in
Stop-buy order is at €1.45 on DE000HT1FBR8

Why are cybersecurity shares suddenly going against the current trend?
Presumably because the New York Times reports on the Pentagon's war plans against China, which Musk was apparently briefed on at the Pentagon today.
In a military conflict between the two economic powers USA and China, the first "Line of Contact" would be a digital one: cyber attacks.
And even if only hypothetical scenarios are reported, this will probably already lead to an intensification of the constant mutual cyber attacks. Information is key.
- Cyberark $CYBR (+3,16%)
- Palantir Tech $PLTR (+6,4%)
- Check Point Software Technologies $CHKP (+1,71%)
- Crowdstrike $CRWD (+6,51%)
- VeriSign $VRSN (-2,16%)
- Zscaler $ZS (+3,64%)
- Okta $OKTA (+1,16%)
- Cloudflare $NET (+4,95%)
- Fortinet $FTNT (+3,32%)
- Cisco Systems $CSCO (+0,43%)
- Palo Alto Networks $PANW (+3,72%)
- Akamai Technologies $AKAM (+3,78%)
- BlackBerry $BB (+2,41%)
- NetScout Systems $NTCT (+1,32%)
- CommVault Systems $CVLT (+5,51%)
Sources:
- The Pentagon set up a briefing for Musk on plans for a potential war with China.
- NYTimes Liveblog: Trump Administration Live Updates: Trump Rejects Idea of Letting Musk See Secret Plans for War With China

Not the same: Forward P/S ratio of 16 selected tech growth stocks
Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)
Hims & Hers: 31.9% / 3.4x $HIMS (+4,08%)
Spotify: 14.9% / 5.6x $SPOT (+1,45%)
Airbnb: 10.4% / 6.8x $ABNB (+2,19%)
Roblox: 19.4% / 7.3x $RBLX
Robinhood: 17.0% / 10.6x $HOOD (+7,05%)
The Trade Desk: 19,4% / 11,1x $TTD (+7,35%)
Fortinet: 14.4% / 11.5x $FTNT (+3,32%)
Shopify: 22.6% / 11.9x $SHOP (+3,56%)
Palo Alto Networks: 14.7% / 12.2x $PANW (+3,72%)
ServiceNow: 19.5% / 13.4x $NOW
Duolingo: 26.7% / 13.7x $DUOL
Axon Enterprise: 20.9% / 15.5x $AXON (+0,37%)
Crowdstrike: 22.5% / 17.2x $CRWD (+6,51%)
Cloudflare: 27.2% / 20.9x $NET (+4,95%)
Palantir: 30.8% / 52.6 $PLTR (+6,4%)
Palantir and Hims & Hers are not the same...
Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.
Your opinion?
Joy reigns
I am looking forward to $PLTR (+6,4%) , $META (+3,74%) , $NET (+4,95%) and $SREN (-0,43%) ....
Cloudflare announces financial results for the fourth quarter and fiscal year 2024
- Cloudflare $NET (+4,95%) reported earnings per share of USD 0.19 for the fourth quarter, which is USD 0.01 better than the analysts' estimate of USD 0.18.
- Revenue for the quarter was USD 459.9 million, above the consensus estimate of USD 452.04 million.
Forecast 2025
- Cloudflare expects earnings per share of USD 0.16 for the first quarter of 2025, which is below the analyst estimate of USD 0.18.
- Cloudflare expects revenue for the first quarter of 2025 to be between USD 468.00 million and USD 469.00 million, which is below the analyst estimate of USD 474.10 million.
- For the full year 2025, Cloudflare forecasts earnings per share of USD 0.79 to USD 0.80, which is above the analyst estimate of USD 0.74.
- Cloudflare expects full-year 2025 revenue of USD 2.09 billion, slightly below the analyst estimate of USD 2.10 billion.

Partial sale of Cloudflare before earnings
$NET (+4,95%) Earnings will come in a week.
Since Cloudflare has performed extremely well in recent months, I have partially sold a little less than my stake (approx. 40%)
Let's see what the earnings say. If the price comes back a little, I'll buy again.
How do you think the earnings will be?
Bernstein emphasizes the potential of DeepSeek to accelerate the adoption of AI, especially for vendors...
... of infrastructure software.
The low cost of training and inference of the new model could trigger a new wave of AI adoption by improving the economics of AI projects and thus enabling wider use.
Increasing demand through lower costs:
DeepSeek's model offers superior inference performance at a disruptively low cost, which is expected to increase demand for AI solutions.
Bernstein points to previous examples, such as OpenAI's 4o-mini model, which promised lower prices with higher quality and increased usage by 50% within a quarter. Such effects could also occur again with DeepSeek.
Winners at the software infrastructure level:
Despite lower computational intensity, higher demand leads to opportunities for software vendors that provide the infrastructure for AI projects. This includes areas such as:
Data infrastructure (e.g. Confluent $CFLT (+5,87%) )
Identity management (e.g. Okta $OKTA (+1,16%) )
Observability tools (e.g. Datadog $DDOG (+1,55%) )
Communication technology (e.g. Twilio $TWLO (+5,55%) )
Browser integration and delivery (e.g. Cloudflare $NET (+4,95%) )
Platforms for service desk AI projects (e.g. ServiceNow $NOW (+4,27%) ) could also benefit, especially if they introduce a consumption-based pricing model that covers inference costs.