$NET investor day 6/9
Great swing i'm looking at any dips this week
Jensen and Sundar confirmed the exploding token economy and $NET stands as the ultimate tollbooth in this new normal.
CEO Matthew Prince on the last ernings call: "If agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through. This creates a virtuous flywheel: more agents drive more code to Cloudflare Workers, which fuels demand for our performance, security, and networking services."
On top of that $GOOGL said they now processes more than 3 quadrillion tokens per month across its ecosystem.
Despite $NET being at crazy high multiples as they always been, I think it's justified given how insanely important their moat is as agents scale.
https://t.co/C2KzxvbsiB
“My friend has a @cybertruck, do you want to do a futuristic photoshoot with it?”
Me: “let’s do it !” 🛸
📸: @joshjchun
(This is 1/3 outfits, X saw it first 😎)
Funded with $2M, learn more about our newest Futures Analyst trader @austinvests in this post 👇
🚀upgrade to LKS Platinum to see his analysis and alerts https://t.co/Xx0pUNWQwi
🎟️code: VALENTINE20 expired in 2 hours!!
$SPX $ES $NQ #futurestrading