If you can't handle me at my OTM you don't deserve me at my ITM
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Cloudflare Inc Cl A

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Held my goog calls too long and sold my msft calls too early , oh well still a net profit. This is why I yolo the whole port into one stock
Calls on $NET before earnings
Interesting take. The "market hates SaaS" piece is real, but $S is still basically a growth story, so I would watch net retention and customer concentration hard. Also, be careful reading too much into near-dated calls, could just be hedging or degens doing degen things. Not financial advice, just curious, what is your downside plan if it chops for 6-12 months? (Separate note, we write about B2B SaaS go-to-market more than stocks, but if you are into SaaS metrics, a few posts are here: https://blog.promarkia.com/)
Correct, and early January the earnings report stated they were still not net cash positive.
They only went net positive cash flow/profits recently, after the stock was already 600 a share. Before, they were losing money. It made no sense to buy SNDK early on when it was below $100 a share.
They only went net positive cash flow/profits recently, after the stock was already 600 a share. Before, they were losing money. It made no sense to buy SNDK early on when it was below $100 a share.
I’m in lotto calls for NET earnings tomorrow- any other ‘tard?
Forgot I had a few hundred NET shares
If you buy a 23/24 call spread for .45 that means that as long as the stock is above 23.45 you don’t lose money. If it is above 24 you make a 120% return (before fees). If you also buy the 24/23 put spread for .25, your combination of put and call spreads ends up with a net risk of making 40 dollars or 66%. If you buy two call spreads and only one put spread you end up with a max risk of +5$ and a max return of +105$ against a cost to open of 95$.
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