“Companies like Cloudflare, who we did say we were bullish on and had some long on.”
- Since the call
- −2.4%
- At the call
- $310.72
- Now
- $303.25
Ask AI
Cloudflare is central to defending against the PHP vulnerability wave, and the show is long and bullish.
● The callPrices by IndeixFull NET chart
More NET calls
Everything on NETOct 2037:32Long“I’d probably look to buy this into numbers, a small position. Not a full position into numbers”$295.39+2.7%
“I’d probably look to buy this into numbers, a small position. Not a full position into numbers”
Would buy a small position ahead of the Nov 5 earnings, though the chart looks scary.
Oct 2033:11Long“I was long it in, like, February, March, like, around here and, like, I think around, like, the 180 area. I sold some, I think, in, like, the 250 area.”$295.39+2.7%
“I was long it in, like, February, March, like, around here and, like, I think around, like, the 180 area. I sold some, I think, in, like, the 250 area.”
Cloudflare is a likely agentic-web winner thanks to its bot defense and data, and AI tools default to it; a prior long was partly sold near 250.
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice. How the calls work
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