Fastly: The Tide Is Turning (Rating Upgrade)

Company Performance and Outlook - Fastly (NYSE: FSLY) has been a significant disappointment in 2024, struggling with profitability [2] - The company could potentially have a strong year in 2025 if it continues to scale its customer footprint [2] Investment Strategy and Portfolio - The analyst focuses on high-risk, high-reward opportunities, primarily in the technology sector [2] - The analyst's portfolio is concentrated on companies with asymmetric long-term upside potential, including Bitcoin, Tesla, Google, Amazon, and Nvidia [2] Analyst Position and Disclosure - The analyst holds a beneficial long position in Fastly (FSLY) through stock ownership, options, or other derivatives [3]