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Cloudflare Inc Cl A

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About Cloudflare Inc Cl A

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Held my goog calls too long and sold my msft calls too early , oh well still a net profit. This is why I yolo the whole port into one stock
They'll do what they do every year and spend more relative to their cash flow yielding 0 returns to shareholders other than a net appreciation in capital. If they actually start using robotic delivery in production this year then the stock will double. There will be regulatory scrutiny and it likely won't be ready in the next year.
Calls on $NET before earnings
Interesting take. The "market hates SaaS" piece is real, but $S is still basically a growth story, so I would watch net retention and customer concentration hard. Also, be careful reading too much into near-dated calls, could just be hedging or degens doing degen things. Not financial advice, just curious, what is your downside plan if it chops for 6-12 months? (Separate note, we write about B2B SaaS go-to-market more than stocks, but if you are into SaaS metrics, a few posts are here: https://blog.promarkia.com/)
Correct, and early January the earnings report stated they were still not net cash positive.
They only went net positive cash flow/profits recently, after the stock was already 600 a share. Before, they were losing money. It made no sense to buy SNDK early on when it was below $100 a share.
They only went net positive cash flow/profits recently, after the stock was already 600 a share. Before, they were losing money. It made no sense to buy SNDK early on when it was below $100 a share.
I’m in lotto calls for NET earnings tomorrow- any other ‘tard?
Forgot I had a few hundred NET shares
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