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NET Surges 85% in a Year: Should You Buy, Sell or Hold the Stock?
ZACKS· 2025-12-09 18:05
Core Insights - Cloudflare Inc. (NET) shares have increased by 85.1% over the past year, significantly outperforming the Zacks Internet – Software industry's growth of 4.5% [1] - The current performance raises questions for investors regarding whether to buy, sell, or hold Cloudflare stock [1] Group 1: AI and Security Growth - Cloudflare's edge network and security capabilities provide a low-latency network at an affordable cost, giving it a competitive edge among AI companies, serving approximately 80% of leading AI firms globally [4] - The company has over 55 revenue-generating products, which facilitate frictionless adoption and contribute to its annual contract value and net retention rate [5] - Cloudflare's security solutions, including Magic Transit, Zero Trust, and SASE, are gaining traction, with increased monetization opportunities from AI-related products like AI Crawl Control and Bot Management [6] Group 2: Long-term Growth Potential - The combination of AI, security, multi-cloud networking, and enterprise scale creates a robust growth engine for Cloudflare, with a Zacks Consensus Estimate projecting a 28% year-over-year revenue growth for 2025 [7] - Recent upward revisions in earnings estimates indicate positive sentiment, with a penny increase in the past week [7] Group 3: Strategic Partnerships - Cloudflare has strengthened collaborations with major companies such as Oracle, Alphabet, and Coinbase, enhancing its capabilities in cryptography and payment protocols [8][11] - The partnership with Oracle focuses on hybrid and multi-cloud workloads, while collaboration with Alphabet aims at post-quantum cryptography standards [10] - These strategic alliances position Cloudflare as a key player in shaping the future of the Internet and AI [11] Group 4: Market Position and Recommendations - Cloudflare's shares are currently trading above the 200-day moving average, indicating a bullish trend [14] - Given the company's strong performance in AI, security, enterprise adoption, and partnerships, it is recommended that investors consider buying NET stock now [15]
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-12-09 15:22
Honestly @idOS_network TGE feels closer than ever. Very bullish 💚Privacy securiy and one identity all in one is all we need rightOver Protocol 🌐 | News (@News_Arena_):💥 @idOS_network spotted on Coingekco.$IDOS is the tickerLess than 23 days to the end of 2025. Hopefully, iDOS will announce TGE before then. https://t.co/mBvEA9zMGK ...
X @BSCN
BSCN· 2025-12-09 12:11
RT BSCN (@BSCNews)🚨 THE US SEC CLOSED ITS @ONDOFINANCE INVESTIGATION!A two year review ends and the ONDO token is not labeled a security. Full story 👇https://t.co/bI9yIvdWut ...
X @BSCN
BSCN· 2025-12-09 05:05
🚨 THE US SEC CLOSED ITS @ONDOFINANCE INVESTIGATION!A two year review ends and the ONDO token is not labeled a security. Full story 👇https://t.co/bI9yIvdWut ...
X @Ethereum
Ethereum· 2025-12-08 22:29
Ethereum & Layer 2 Strategy - Robinhood chose to build its own Ethereum Layer 2 (L2) using Arbitrum due to Ethereum's proven decentralization and security [1][2][3] - The company believes new Layer 1s (L1s) often lack true decentralization and security, resembling slower, fancy databases [3] - Ethereum's existing liquidity within the Ethereum Virtual Machine (EVM) compatible chains is crucial for bringing assets like stocks onto the blockchain [4] Technology & Innovation - Robinhood selected Arbitrum for its technology, including features like Stylus, which allows for building on the chain using different languages [5][6] - Arbitrum's transaction prioritization method is considered superior to some competitors [6] - The company aims to tokenize various assets beyond stocks, including private equity, art, and real estate [7] Regulatory & Customization - Robinhood desires a customizable layer to address varying regulatory requirements across different regions like the EU, US, and LATAM [8] - The platform aims to benefit all builders on the chain, not just those using Robinhood's specific contracts [9] Development & Future Plans - Robinhood announced its chain in June and is currently in private testing, with further announcements expected [9]
X @Cointelegraph
Cointelegraph· 2025-12-08 19:30
Tax & Security - Recommends reading the full article for security and tax tips before gifting [1]
X @Solana
Solana· 2025-12-07 11:39
RT Vidor | Solflare (@vidor_solflare)Another one of our "secret" projects is ready.Everyone on the team uses hardware wallets. We’ve tried all of them, and we know the pain well: cables, dead batteries, slow NFC, unclear flows, and UX that feels ten years behind the rest of crypto. None of this matches how Solana actually moves.So we decided to build something that fixes the basics first. No cables. No batteries. No complicated setup. And importantly, we designed and built it from scratch using state-of-the ...
X @Elon Musk
Elon Musk· 2025-12-06 17:34
If you combine Donald Trump and Elon Musk, you get … 😂Donald Tusk (@donaldtusk):Dear American friends, Europe is your closest ally, not your problem. And we have common enemies. At least that’s how it has been in the last 80 years. We need to stick to this, this is the only reasonable strategy of our common security. Unless something has changed. ...
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-12-05 20:37
👀👀 @idOS_network is 5. TrendingSecuriy and privacy is hyping it up 🚀Bullish on idOSGlydo (@GlydoAlerts):Trending on https://t.co/ugPoOnWTIF $SOL Heatmap1. $USD12. $PUMP23. $3.144. #TRUTHAI5. $IDOSUpdated every 5 mins. https://t.co/KEJ103Vlau ...
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-12-05 19:52
👀👀 @idOS_network is 5. TrendingSecuriy and privacy is hyping it up 🚀Bullish on idOSGlydo (@GlydoAlerts):Trending on https://t.co/ugPoOnWTIF $SOL Heatmap1. $USD12. $PUMP23. $3.144. #TRUTHAI5. $IDOSUpdated every 5 mins. https://t.co/KEJ103Vlau ...