IM BACK. STOCK MIKE AKA THE CANDLEWHISPER has his next stock pick.
Cloudflare ($NET) – $248.59
Let me explain the cloud infrastructure landscape using The Office to dumb it down for you idiots….
- Amazon Web Services = Jan. Powerful. Established. Controls the budget. Has been around so long that everyone just assumes she is in charge. Every bill you get from AWS feels like a passive-aggressive HR memo.
- Microsoft Azure = Toby. Smart. Nobody really wants to deal with them, and they know it. Keep them around because you have to.
- Google Cloud = Kelly Kapoor. Loud. Feature-rich. Announces things constantly. Half of what she says contradicts what she said last quarter. Indian.
- Cloudflare = Ryan. Young. Absurdly good-looking from a technical architecture standpoint. Every developer in the room is trying not to stare. Has the kind of edge network that makes AWS feel like it needs to fix its hair before a meeting. Ryan does not try hard. Ryan does not have to.
For the infrastructure nerds…
- 320 PoPs in 120 countries. Anycast routing that no competitor has replicated. Sub-50ms latency at P99 for AI inference. 20% of all global internet traffic proxied through Cloudflare's network.
- Cloudflare does not own its data centers. It leases co-location space in 100+ countries, which means the capital structure is dramatically lighter than any hyperscaler. They added GPU compute capacity to a fully amortized network.
For the AI Agent nerds…
- Cloudflare's Agent Cloud unites compute, storage, and persistence primitives across 320 global edge nodes. Dynamic Workers run at a fraction of container pricing. OpenAI integration provides instant GPT-5.4 access without complex plumbing. 4.5M active developers already in the ecosystem. It is Kevin Malone's famous chili recipe: you cannot get the recipe by watching from the outside.
- AI crawlers alone were generating over 50 billion requests per day to Cloudflare's network in mid-2025.
For the finance nerds…
- 120% net dollar retention means that if Cloudflare never signed another customer, it would still grow 20% just from existing customers deepening their reliance on the platform.
- Large customers (>$100K) grew from 63% to 73% of revenue between 2022 and 2025. The largest deal in company history was just closed at $42.5M.
"You miss 100% of the shots you don't take. – Wayne Gretzky" – Michael Scott – Stock Mike
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Posted by Privacy-Junkie
22 Comments
Too much text. Is it calls or puts
I am here for the bđź‘€bs and u expect me to read all that?
mf I’m in
(Didn’t read it)
There’s too much text here; I’ll just go check the comments.
Wow my my my
You don’t really think you’re going to finish reading this, do you?
Spectacular
aws going bankrupt sounds about right except it’s probs just the cloud deciding to ghost us all at once lol
This guy doesn’t know it’s already priced in…it’s going up
Net is completely detached from its fundamentals. Absolutely radioactive. I would never touch it.
That said I bought it at 40 and sold it at 50 so I’m feeling pretty dumb
Not saying cloudflare wont do well on earnings, but they can’t compete with aws imo. Good luck though and looks like a solid investment based on your dd
$300 tomorrowÂ
Why are the toxic ones always so fine?
Net is my moonshoot bought under 40 and not selling. Lfg
Your advise is good but Jen’s is bigger
I wouldn’t say capital expenditure is going to be dramatically less just because they lease colocations. The majority of expenditure is in the actual hardware which they still have to buy.
Now those are cannons
I just saw tits
I don’t understand the question….
Half flares, cloud cock
She got cannons.
Where’s the tldr?
My fish head wife ain’t got cannons like those…