41–50 of 141 posts
Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
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I don’t get why people still say FAANG, even. Netflix is doing great and has some great tech, but these days it seems like they’re way more of a TV megastudio with a really great engineering dept than a tech giant like Apple, Amazon, Facebook and Google. Sure, they’re no slouches, but it feels like any acronym that includes Netflix needs to also include Microsoft for sure. In fact, by the time you get to Netflix I fe…
Most times I see faang it's in the context of tech jobs, and Netflix is notorious for its wages - just my perspective as an outsider in Australia...
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>I predict that one day, we'll see a C somewhere in "FAANGM". Honestly, this is such a stupid game. The original acronym was FANG. It included Netflix which at the time it was coined was orders of magnitude smaller than Apple, the acronym didn't include Apple, and now it has about 10 different deriviations which does and does not include Netflix (whose core business has been invaded by not only Apple and Amazon but a…
FAANG was originally about companies that paid massive engineering salaries, which is why Netflix was included and Microsoft wasn't.
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The stock has had a 25% run up to earnings in the past month. It's a classic buy the rumor sell the news. Here's your opportunity to buy the dip.
and if it was up you would have said "new information that the market was not able to price in" or "the forward guidance was good" or just congratulate the leadership
Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
It’s hard to switch your CDN provider in the short term, but it’s feasible that Amazon, MSFT or Google could bump them out of every large enterprise in the long term.
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Worth $28B and only have revenues of $450M a year, that should explain, this compagny is overevaluated.
The whole market is overvalued. It has become a kind of bitcoin. Fundamentals don't matter anymore. It's positioning and volume.
This is actually fake news and I'll tell you why.
Bond yields have never been this low. No other alternatives to park capital if you are seeking yield/return.
The market is actually correctly valued if you take M2 money circulation/supply into account as well. Something like that. I read it on r/investing. You have to sift through the weed/penny stock posts to find the good information.
Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
Maybe I'm too old, and stuck in the mud with the pre-ICANN intention of the original TLDs, but does it seem odd to anyone else that they host their network services on .com and their corporate information on .net?
I think the joke here is that their stock symbol is NET.