Group 1 - Khaveen Investments is a Macroquantamental Hedge Fund managing a globally diversified investment portfolio across various asset classes, countries, sectors, and industries [1] - The investment approach combines top-down and bottom-up methodologies, integrating global macro, fundamental, and quantitative strategies [1] - The fund serves accredited investors globally, including high-net-worth individuals, corporations, associations, and institutions [1] Group 2 - The strategic focus of Khaveen Investments is on transformative fields such as Artificial Intelligence, Cloud Computing, 5G, Autonomous & Electric Vehicles, FinTech, Augmented & Virtual Reality, and the Internet of Things [1] - The company emphasizes specialized expertise in cutting-edge technologies that are reshaping numerous industries [1]

Group 1 - The article discusses Cloudflare, Inc. (NYSE: NET) and reiterates a "buy" rating with a price target of $120, indicating a positive outlook for the company's stock performance [1] - The author emphasizes the importance of sustainable, growth-driven companies that maximize shareholder equity, aligning with the investment strategy of a family office fund led by Amrita [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, highlighting her expertise in maximizing returns and user acquisition during the pandemic [1] Group 2 - The article mentions that Amrita's newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics, aiming to democratize financial literacy [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, showcasing its influence and reach in the financial community [1]

Core Viewpoint - Cloudflare has experienced a significant stock increase of 55% this year, driven by the growing demand for its AI-focused offerings [1] Company Performance - Cloudflare's revenue for 2024 reached $1.67 billion, marking a 29% increase, while non-GAAP net income rose by 53% to $0.75 per share, surpassing original guidance [4] - The number of customers generating over $100,000 in annualized revenue increased by 27%, outpacing the overall paying customer base growth of 25% [5] - The company's remaining performance obligations (RPO) grew by 36% year-over-year to $1.69 billion, indicating a robust revenue pipeline [8] AI Integration - Cloudflare has deployed GPUs across its network to enable customers to run AI workloads in the cloud, enhancing customer spending on its platform [2][6] - The Workers AI platform allows customers to build AI applications without heavy infrastructure investments, contributing to increased customer engagement [6][7] Future Outlook - The growth in RPO suggests that Cloudflare is signing more contracts than it is fulfilling, which could lead to stronger top-line growth in the future [9] - The cloud infrastructure-as-a-service market, targeted by Cloudflare's GPU-based AI services, is projected to generate $580 billion in revenue by 2030 [12] - Cloudflare's ability to deliver better-than-expected results and raise guidance will be crucial for justifying its current high valuation [10][11]

Gain comes as a result of early investment in Simple Mills made by Lifeway in 2015MORTON GROVE, Ill., Feb. 11, 2025 /PRNewswire/ -- Lifeway Foods, Inc. (NASDAQ: LWAY) ("Lifeway" or the "Company"), a leading U.S. supplier of kefir and fermented probiotic products to support the microbiome, expects to realize approximately $5 million of net profit as a result of the recently announced sale of Simple Foods to Flowers Foods. Lifeway was an early investor in Simple Foods in 2015 and since that time, the Company ...

Trading Symbol:  TSX/NYSE AMERICAN: SVMVANCOUVER, BC, Feb. 11, 2025 /PRNewswire/ - Silvercorp Metals Inc. ("Silvercorp" or the "Company") (TSX: SVM) (NYSE American: SVM) reported its financial and operating results for the three months ended December 31, 2024 ("Q3 Fiscal 2025"). All amounts are expressed in US dollars, and figures may not add due to rounding.HIGHLIGHTS FOR Q3 FISCAL 2025   Mined 383,543 tonnes of ore, milled 361,810 tonnes of ore, and produced approximately 2,056 ounces of gold, 1.9 million ...

Cloudflare (NET 3.84%) stock is seeing another day of impressive gains in Monday's trading. The cybersecurity and web services company's share price was up 3.8% as of 2:45 p.m. ET. Meanwhile, the S&P 500 index was up 0.7%, and the Nasdaq Composite index was up 1.1%. Cloudflare had been up as much as 5.9% earlier in the session.Following explosive gains in Friday's trading, Cloudflare stock is seeing continued bullish momentum thanks to coverage from analysts. Before the market opened this morning, Mizuho an ...

After the closing bell Thursday, Cloudflare (NET 17.76%) reported strong fourth-quarter earnings results that carried its share price above $150 for the first time since 2021. But Morgan Stanley analyst Hamza Fodderwala has outlined a bull-case scenario for the stock to advance by another 16% to $175 per share by year's end, and he may revise his forecast higher in light of its strong performance in the recent quarter."We believe 2025 could be a breakout year for Cloudflare," Fodderwala wrote in a recent no ...

Cloudflare (NET 19.69%) stock is soaring in Friday's trading. The company's share price was up 19.5% as of 2:40 p.m. ET amid the backdrop of a 0.9% decline for the S&P 500 index and a 1.4% pullback for the Nasdaq Composite.Cloudflare published its fourth-quarter earnings after the market closed yesterday and reported sales and earnings performance that beat Wall Street's expectations. Even better, the company laid out very strong guidance for the current quarter and fiscal year.Q4 beats contribute to Cloudf ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start February, consider joining Out Fox The Street .The market is so hot that Cloudflare, Inc. (NYSE: NET ) guided down Q1 estimates, yet the stock continues to soar. The connectivity cloud company is positioned in the middle of the surging demand for AI and networkMark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential m ...

Wall Street analysts rerated Cloudflare, Inc NET after the company released its fourth-quarterly print Thursday.Cloudflare reported EPS of 19 cents, which beat the analyst estimate of 18 cents. Quarterly revenue was $459.9 million (up from $362.47 million a year ago), which beat the consensus estimate of $452.09 million.Cloudflare expects first-quarter adjusted EPS of 16 cents and revenue of $468 million-$469 million.Also Read: MSG Entertainment Q2 Earnings: Strong Holiday Ticket Sales, Beats Revenue Estima ...