301–310 of 466 posts
Earlier quoted context omitted.
> The coming tightening of hiring will also inevitably mean the tightening of infrastructure budgets. What indicates a coming tightening of hiring soon?
Seems notable that just today Uber's CEO sent a letter to everyone that said, among other things, that hiring is tightening. Just one firm, but a big well-known one.
Earlier quoted context omitted.
By what measure? I move money around trying to grow it. That's investing. > expend money with the expectation of achieving a profit or material result by putting it into financial plans, shares, or property None of that says "long term"
Comment sets itself up for a reply about casinos.
Hasn't exactly been a fun time for any growth stocks.
Earlier quoted context omitted.
Won’t expectations for startup equity be even worse then? Hard to see any IPOs or good exits in this environment
One has to be crazy to IPO now yes..I'd wait a couple of years.
Gods I know. Basically everything I invested in in my spare time day trading during the pandemic is down to an insane degree. My entire portfolio is in the red except Tesla, AMC and Nvidia. Shits getting real depressing.
Day trading is not investing.
Earlier quoted context omitted.
And? That’s not solace to anyone who owns COIN and could’ve bought GOOG instead.
Google is "propped up" by index funds*. Everyone who isn't an edgy reddit wsb/crypto meme lord has been told over and over to buy SPY et al with religious devotion and take the "guaranteed 6/7/8/9/10%" annual returns to a happy retirement. They tend not to touch their portfolios until things get super ugly, which we may see soon. *propped up is a bit complicated here, people are just buying these bundles of corporati…
https://www.pwlcapital.com/there-is-no-such-thing-as-an-inde...
Earlier quoted context omitted.
I'm a NET watcher/holder, I've read most of their earnings call transcripts and SEC docs since the S-1. IMO, they were way overvalued at their peak on fundamentals. With the recent slide, I think they're "far" undervalued, to an extent that varies based on how much value one attributes to present and future tailwinds that cannot be encoded on a balance sheet as future receivables. Boiling it down, I think institution…
This may be the wrong place to ask, but if a regular person wanted to buy stock in an individual company or two, and mostly hold it (not day-trade), what's the right channel for that? Might put some fun-money in Cloudflare
I’m particularly sad to see Cloudflare’s stock having plummeted. Out of all the tech companies that IPO’d in the past few years, Cloudflare is one that the most potential to excel long term. Developer sentiment towards Cloudflare is comparable to Apple fanboys of the previous decade, and their products are legitimately good, backed with tangible assets (datacenters). They also have consistent growth quarter over quar…
Opposing view. Cloudflare doesn’t own anything significant in the form of data centers. Having small rented footprints at IXPs across the globe is not an asset, it’s just a cost. I’m not downplaying the difficulty of getting it setup but there is no intrinsic value in having it if demand for their product collapses. > Developer sentiment towards Cloudflare is comparable to Apple fanboys of the previous decade This is…
I don't understand this point. If there's a risk that demand will collapse isn't it better not to own the data centers? By renting CF can reduce their costs quickly in the face of falling demand. That's a feature.
An AWS, Azure, or Google DDoS protection product could eat Cloudflare’s market in a hot minute. Cloudflare can’t escape being a “feature” of a cloud provider.
This is also true of any other software company though - at some point a bigger company might offer whatever product as a feature. It's just a risk of building a software company - what we build is largely straightforward to copy. That doesn't mean there's no value in software as a product though.
I’m particularly sad to see Cloudflare’s stock having plummeted. Out of all the tech companies that IPO’d in the past few years, Cloudflare is one that the most potential to excel long term. Developer sentiment towards Cloudflare is comparable to Apple fanboys of the previous decade, and their products are legitimately good, backed with tangible assets (datacenters). They also have consistent growth quarter over quar…
Worth recalling there are >5 rate hikes priced in for the remainder of the year, and that the problem with CloudFlare isn't just the speculation, but for their legitimate business, the credit fuelling many of their customers, which are significantly concentrated in the tech sector. The coming tightening of hiring will also inevitably mean the tightening of infrastructure budgets. What built CloudFlare's excellent sal…
But cloudflare is also pretty cheap for many things, so that may bring in some more money from people downsizing from something like akamai, could it not?
(I'm no expert just speculating)
It’s time to buy: https://edition.cnn.com/markets/fear-and-greed https://alternative.me/crypto/fear-and-greed-index/