NET260424C200000.US

$CloudFlare(NET.US) | Mizuho 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞 to $𝟑𝟏𝟎 from $𝟐𝟔𝟎, maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦

$CloudFlare(NET.US) | Citizens 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟐𝟕𝟎

🚨 Pre-market buzz!

$CloudFlare(NET.US) | Morgan Stanley reiterates 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲, 𝗿𝗮𝗶𝘀𝗲𝘀 𝗣𝗧 𝘁𝗼 $𝟯𝟬𝟱

$CloudFlare(NET.US) | 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞: RBC Capital reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟒𝟎

I’d pick the AI capex reality trade, but selectively. The key shift is that AI spending is no longer just management guidance, it’s increasingly showing up as multi-year contracts, prepayments, infrastructure partnerships and equity-linked deals. That makes me more comfortable with picks-and-shovels names tied to compute, power, data centres, connectivity and cooling. But I’d still avoid chasing every AI-adjacent stock blindly, because the winners may be concentrated while weaker tech names get left behind.

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I wish US and Iran will just stop behaving like spoilt children and act like the adults which they are. And US being supposedly stronger should just agree to disagree. Not everybody wants to have them as an example. Peace will only prevail when everyone agrees to each other differences and behave accordingly as to how they themselves wish to be treated.

Same old story. US and Iran are behaving like kids at a playground. Friends one day and fighting another day. And the markets like parents. The faster the markets ignore them, the better they will behave. And like smart kids, they are making use of their parents! In this analogy, people in the circle are making loads of money from the market gyrations!

I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!

CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once more strikes fears into investors as they sell off the stock. Feels like AI Capex spending is going to be the hottest topic of 2026.

$CloudFlare(NET.US) I am not surprised at this pull back, much needed after the fundamentals looked like this. However I think this pullback might be bought sooner or later. A leader!

$iShares Expanded Tech Software Sector ETF(IGV.US) I think IGV has bottomed out. Earnings season is coming soon, and the actual business impact of Anthropic's products will be proven by the earnings.

$Microsoft(MSFT.US)$Palantir Tech(PLTR.US)$CloudFlare(NET.US)

The recent sell-off in software stocks like $iShares Expanded Tech Software Sector ETF(IGV.US) is still influenced by Anthropic's release of a new model. Anthropic announced the new Claude Mythos model but simultaneously stated they do not plan to publicly release it. The reason is that this model can discover long-standing, undetected security vulnerabilities within existing software systems, which directly impacts the value proposition of the entire cybersecurity sector.

However, Cloudflare's moat is not just "security," but its infrastructure layer:

- Global edge network

- CDN / DNS / DDoS protection

- Zero Trust access

- Developer platforms like Workers / R2 / AI Gateway

- Increasing AI traffic routing and verification

After the rise of AI, the frequency of demand for security and verification has exploded. In this field, $CloudFlare(NET.US) holds an absolute advantage.

It is hard to see a clear end to the US,Israel and Iran tensions right now. Energy prices will stay high for sometimes and the economic impact could be tough.

Honestly feeling quite pessimistic. 2026 looks like a challenging year ahead.

Happy trading and keep more cash to buy more when there is a correction. Do not chase and buy now.😁

PayPal, Cloudflare, and CrowdStrike all plummeted today. After holding for a week, it feels like all that effort was for nothing. It seems the market just doesn't favor these "former growth stars" anymore... I'm genuinely worried this kind of stock will slowly become marginalized, but the thought of cutting losses is really hard to accept 😰

AI theme stocks really have a new story every day, haha! $Synopsys(SNPS.US) had explosive earnings, but then it crashed hard. Even buybacks couldn't save it. Is the chip sector just too competitive? $Palo Alto Networks(PANW.US), $CloudFlare(NET.US) — these cybersecurity stocks finally got a breather today. They were dropping so much recently it made you question life. Now with a slight recovery, I don't dare get too greedy.

$ServiceNow(NOW.US), $Snowflake(SNOW.US) — these AI-powered IT automation and data platform companies have stable earnings and good expectations. It's just short-term sentiment killing the mood. Hard to short long-term, but the pace is really grinding...

In the end, missing out on the AI rally hurts, but being all-in risks getting trapped. It's a daily mental drain...

$CloudFlare(NET.US) is one of the few companies that has benefited from the valuation suppression of software stocks by Agents. The toC application layer, Agent Commerce, still needs time, but the demand for toB Agent applications is already growing.

These agents require: low-latency access to models + fast data access

+ global real-time communication

Cloudflare's edge network is right in the middle of these paths: user request → agent → Cloudflare network → AI model → return result

Cloudflare has become one of the necessary paths for AI traffic. AI inference is extremely sensitive to network latency, and Cloudflare's global edge network makes it naturally suitable as the network infrastructure for AI inference.

The narrative shift this brings: Cloudflare is starting to transform from a "content delivery network" to a "network layer for AI computing and inference." The newly signed $40 million contract is proof of demand. Looking for an opportunity to prepare to open a position.