Cloudflare's Meme-Like Valuations Not Supported By Fundamentals

Core Insights - The article discusses the author's investment perspective, focusing on a diverse range of stocks and aiming to provide contrasting views on their portfolio [1] Company and Industry Summary - The author holds a long position in shares of Amazon (AMZN) and Google (GOOG), indicating a positive outlook on these companies [2] - The analysis emphasizes the importance of conducting personal research and due diligence before making investment decisions, highlighting the inherent risks in trading [3]