Cloudflare Stock Discussion

Here's an updated version of how I'm constructing my growth portfolio around key themes that I believe have a MASSIVE runway for the rest of this decade 👇
💾 Data (30%) | $Snowflake(SNOW.US)$ , $Palantir(PLTR.US)$ , $MongoDB(MDB.US)$ , $Datadog(DDOG.US)$ , $Confluent(CFLT.US)$
🛡️ Cybersecurity (20%) | $CrowdStrike(CRWD.US)$ , $Zscaler(ZS.US)$ , $Cloudflare(NET.US)$
🛒 E-Commerce (12%) | $Global-E Online(GLBE.US)$ , $MercadoLibre(MELI.US)$ , $Jumia Technologies(JMIA.US)$
☁️ Cloud (12%) | $Atlassian(TEAM.US)$ , ...

$Cloudflare(NET.US)$ lt slowly keeps adding it on.

$Cloudflare(NET.US)$ time to all in

$Cloudflare(NET.US)$ cleared my puts, loaded calls for $75. expect this to go up after BastionZero acquisition.

Owning stocks isn't enough -- you must understand what these companies do. If you can't summarize their business in one sentence, you might not truly know them.
Here are the one-liners for each stock in my portfolio  🧐
1. $CrowdStrike(CRWD.US)$ | Crowdstrike
• Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services.
2. $Snowflake(SNOW.US)$ | Snowflake
• A cloud-...

i just sold out of this Stock and bought 3 NEW Dividend Stocks ive never owned before! I also show you my entire stock portfolio and why i bought these 3 stocks!
$Meta Platforms(META.US)$ $Salesforce(CRM.US)$ $Alphabet-C(GOOG.US)$ $Cloudflare(NET.US)$ $Invesco QQQ Trust(QQQ.US)$