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Reddit ticker intel
NET
TechnologyCloudflare
0.5%
Mindshare
0.00
Sentiment
1
Mentions
1
Posts
1
Authors
Community conviction1 stance-taking posts
Bullish 0%Neutral 100%Bearish 0%
Community thesis
· Distilled from real DD posts; click ↗ for the sourceBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stances- Strong growth of 30-34% supports its premium 29x forward EV/Sales valuation. ↗
Bear case
0 stancesNo clear bear case in the community yet.
Credible voices
u/stefanliemawan
1 posts · 32 upvotes
+0.65
u/jbjersey
1 posts · 1 upvotes
0.00
u/poopsmcguber
1 posts · 1 upvotes
-0.10
Catalysts · themes
价值 / 回购 · 1
Community split
r/wallstreetbets
1
r/valueinvesting
1
r/stocks
1
Related narratives
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High-quality DD posts
1
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
Investor asks how Cloudflare's proposed Class C stock split will affect holdings, comparing it to Alphabet's dual-class structure.
1
Bot traffic accounts for 2/3 Internet traffic in North America according to Cloudflare
Author sarcastically notes 2/3 of NA internet traffic is bots, mocking ad companies for 'printing money' on fake impressions, then ironically buys calls.
32
Zscaler ($ZS) is trading at ~5.2 forward EV/sales
Author argues ZS is undervalued at ~5.2x forward EV/Sales vs cyber peers like PANW, despite 16-17% guided growth.

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