Cloudflare: Federal Deals And Acceleration Lift The Potential (NYSE:NET)

Core Insights - Investors are showing signs of fatigue regarding high valuation multiples, particularly in the AI sector as 2025 approaches [1] Group 1: Investor Sentiment - There is growing concern about the substantial amounts of spending on AI, indicating a potential shift in investor confidence [1] Group 2: Industry Expertise - Gary Alexander has extensive experience in covering technology companies and has been involved with several seed-round startups, providing insights into current industry trends [1]