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Cloudflare, Inc. Class A Common Stock - Recent news and sentiment analysis
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IONQ $40 million revenue, $50 million loss ($1.1 BILLION NET LOSS) P/S is only 200, sounds very leg...
IONQ $40 million revenue, $50 million loss ($1.1 BILLION NET LOSS) P/S is only 200, sounds very legit
I put my entire net worth into FIGMA at $55 and now it's at $45.
I put my entire net worth into FIGMA at $55 and now it's at $45.
*Summary*: $SEZL is down 67% from its peak because the market is full of paper-handed morons who can't read. They panicked over a seasonal take-rate dip and "muh subprime" fears from 2008. Meanwhile, the actual business metrics are accelerating, it's run by a founder-CEO who hasn't sold a share, and it's printing cash (123% rev growth + 35% net margin in Q1). The smart money PDF says this is a 5x to 8x bagger from here. Get in before the suits figure it out. 🚀 Part 1: Why did it dip? (aka Why is everyone else an idiot?) So, your wife's boyfriend saw the chart and panicked. The stock rocketed to $185 after stellar Q1 earnings, then crashed to $63. The market thinks the party's over. Here's why they're wrong: The "Take Rate" Misunderstanding: • The smooth-brains saw revenue growth "slow" from 123% in Q1 to 76% in Q2 and shit their pants. They think this is a "massive deceleration." WRONG. • That insane Q1 take rate (13.0%) was seasonal. All the Christmas shopping (Q4 GMV) gets paid off in Q1, artificially juicing the revenue number. This happens every year. •While the paper-hands were looking at the seasonal rate, the actual business was accelerating. GMV growth sped up from 64% in Q1 to 75% in Q2. Active consumers and transactions are also up. •Management also chose to invest in growth, like pushing the "On Demand" product (which has a lower take rate initially) to get more subscribers later. This is called playing the long game. •The "Subprime" Ghost: All the boomer analysts hear "subprime" and think the Big Short is happening again. This is not your daddy's 30-year NINJA loan. •These are 6-week, small-dollar loans. The company gets its first read on a loan in 14 days, not 14 months. •The risk isn't the whole economy; it's just new customers. The repeat customers (who make up most of the volume) are proven, loyal cash-cows. •Sezzle can literally just turn off the new-customer tap if they see trouble. They have a big red button. Your bank doesn't. •The Hindenburg (R.I.P. Bozo) Attack: Remember Hindenburg? They tried to short this company into the ground in November 2024. Sezzle won, and Hindenburg literally went bankrupt. This company already had its near-death experience when it had 1-2 months of cash left and clawed its way back. Your short thesis is nothing. Part 2: The Rocket Fuel (Why we're going to the moon 🌕) This isn't just a comeback story; it's a "print you tendies" story. •Papa Charlie (The Main Character): This isn't run by some diversity-hire suit. It's run by founder-CEO Charlie Youakim. He's a tech-oriented engineer who owns a massive stake and has never sold a single f*cking share. He even took a margin loan instead of selling. That's how bullish he is. 💎👐 • It. Prints. Money. This isn't some cash-burning Silicon Valley trash. This is a profitable growth monster. Q1 2025 Stats: * Revenue Growth: 123% YoY * Net Margin: 35% * It Broke the Goddamn Chart: You see that "Rule of 40" image? That's the benchmark for high-quality SaaS companies. A score of 40 is good. $SEZL's score in Q1? ONE HUNDRED AND FIFTY-EIGHT. It's not on the chart. It's the red arrow pointing to the dot in another dimension. It's the most profitable and fastest-growing, yet the market gives it the lowest multiple. •We Are EARLY: Why is this golden goose so cheap? Because nobody knows it exists. •It has only 4 analyst ratings. For a $2.5B company, that's criminally low. •It's based in Minnesota, not some SF soy-den. The Wall Street dweebs haven't found it yet. •The really big money is just starting to get in. Renaissance, Goldman Sachs, and Joel Greenblatt all bought in last quarter. The market is giving you a 67% discount on the best-in-class, most profitable, founder-led company in the entire BNPL sector. The thesis paper I read is modeling a 5x to 8x MOIC (that's "Multiple on Invested Capital," for you apes) by 2027. This isn't financial advice. I'm just an idiot on the internet. But I'm an idiot who can read. Position 50x Jan Calls 60 strike 1000 shares @ 60.5 (bought today)
And they want to be "rich" like you genuinely have a net worth of 20k after being in the workforce f...
And they want to be "rich" like you genuinely have a net worth of 20k after being in the workforce for 8 years
My puts MIGHT be fuk but bulls are getting too cocky over +0.3%.. also my dad is annoyed about a -1%...
My puts MIGHT be fuk but bulls are getting too cocky over +0.3%.. also my dad is annoyed about a -1% day when he’s doubled his net worth in the past year. My professor is giving out stock advice. Only fans girls are doing trading live streams. Feels like a top
Breaking News: OpenAI has partnered with Mamdani, increasing his net worth by over 20%
Breaking News: OpenAI has partnered with Mamdani, increasing his net worth by over 20%
I’m a basement dwelling mongloid that just lost $1,300 which is half my net worth 😭
I’m a basement dwelling mongloid that just lost $1,300 which is half my net worth 😭
Yea its strange no one brings that up. He's not going to quit because the stock would tank and he'd ...
Yea its strange no one brings that up. He's not going to quit because the stock would tank and he'd lose 3/4 of his net worth lol
Elon’s entire net worth is tied to tesla stock. If the vote doesn’t pass, what’s he going to do? Adm...
Elon’s entire net worth is tied to tesla stock. If the vote doesn’t pass, what’s he going to do? Admit the robotaxi story was a scam from day one? LMAO
Joining my fellow regards in posting regard investments. $1.5m in Pokemon cards (95% of my net worth). Up from about $300k 2-3 years ago.
In all seriousness since when is down less 1% the end of the world? Is it just because every idiot o...
In all seriousness since when is down less 1% the end of the world? Is it just because every idiot on here has half their net worth in calls expiring Friday?
Life hack: add your available line of credit to your net worth to feel more richer.
Life hack: add your available line of credit to your net worth to feel more richer.
I am now a generational grocery bagholder for Weis Markets (WMK). Net profits down 13.3 percent YoY ...
I am now a generational grocery bagholder for Weis Markets (WMK). Net profits down 13.3 percent YoY and 3Q EPS down to $0.74 from $0.96 the same period 2024. Mid-Atlantic is in a 🅱️ecession. Position is down 12.85% from entry in July at $75/share. No stop-loss
:( Also not good for my net worth
:( Also not good for my net worth
Advanced super micro net worth when you have calls for sure
Advanced super micro net worth when you have calls for sure
*SUPER MICRO COMPUTER 1Q ADJ EPS 35C, EST. 41C *SUPER MICRO COMPUTER 1Q ADJ GROSS MARGIN 9.5%, EST....
*SUPER MICRO COMPUTER 1Q ADJ EPS 35C, EST. 41C *SUPER MICRO COMPUTER 1Q ADJ GROSS MARGIN 9.5%, EST. 9.63% *SUPER MICRO COMPUTER 1Q NET SALES $5.02B, EST. $6.09B
You're laughing, XQC's net worth is down 5% today and you're laughing
You're laughing, XQC's net worth is down 5% today and you're laughing
daily starbucks latte cancelled, christmas gifts cancelled, holidays cancelled, net worth zero
daily starbucks latte cancelled, christmas gifts cancelled, holidays cancelled, net worth zero
Dude why did Zuck decide to nuke his net worth
Dude why did Zuck decide to nuke his net worth
we are noe bagholding a mag7, that printed >60billion in net profit 2024
we are noe bagholding a mag7, that printed >60billion in net profit 2024
15% of my Net worth evaporated from Meta not realized yet but they’re shorter dated calls than they ...
15% of my Net worth evaporated from Meta not realized yet but they’re shorter dated calls than they should be this one hurts
I'd take bears more seriously if the average bear's net worth wasn't $317.39
I'd take bears more seriously if the average bear's net worth wasn't $317.39
Meta 620 tomorrow. 600 by Friday. Idk why baggies are pushing it here so hard. He's burning his 1...
Meta 620 tomorrow. 600 by Friday. Idk why baggies are pushing it here so hard. He's burning his 1 good sectors revenue on a failing sector for a net loss. Terrible business.
I’ve learned a pretty good lesson this year. Over trading is a real thing. You buy good tech growth ...
I’ve learned a pretty good lesson this year. Over trading is a real thing. You buy good tech growth stocks and hold for your retirement. And you have a play account for gambling. You can put like 2 percent of your net worth in there and have fun. It doesn’t have to be balls to the wall every trade. It just won’t end well. No one is that good or lucky.
PLTR at a net -0.5% for the day and people are freaking out lol
PLTR at a net -0.5% for the day and people are freaking out lol
Predictions for Sky Net?
My wants are modest: USD 10 million net worth Supermodel girlfriend African-American proportioned...
My wants are modest: USD 10 million net worth Supermodel girlfriend African-American proportioned phallus
um... what the fuck net flix?
um... what the fuck net flix?
Index magically dumping to a net +-0.05% range definitely NOT INTENTIONAL
Index magically dumping to a net +-0.05% range definitely NOT INTENTIONAL
The good thing is that I've been stacking my chips during that time. Work/profitable trading has sky...
The good thing is that I've been stacking my chips during that time. Work/profitable trading has sky rocketed my net worth. So at least I got that going for me.
The AI circle of incest will continue until CRWV gets its next pump to ATH All they have to do is p...
The AI circle of incest will continue until CRWV gets its next pump to ATH All they have to do is post another 800 million net loss and to the moon they go lol
No buybacks and sold $10bn of equities on net: Berkshire cash up from $348bn to $382bn. Buffett re...
No buybacks and sold $10bn of equities on net: Berkshire cash up from $348bn to $382bn. Buffett really not buying the "AI economy booming" hype. He was early when he started selling out of the market in 1998 and 2005 but ended up being right in both that cases. If he's right again...
Cybersecurity will be the winner of 2026 $NET $CRWD
Cybersecurity will be the winner of 2026 $NET $CRWD
His individual net worth is still placed somewhere between $140-160 billion. If even 5% of that is i...
His individual net worth is still placed somewhere between $140-160 billion. If even 5% of that is in cash it would be pretty hard for a 95 year old person to spend it all in a few years
Ah, I see what you are saying. Yes - I believe the net hours of sunlight are more or less similar ev...
Ah, I see what you are saying. Yes - I believe the net hours of sunlight are more or less similar everywhere over the course of the year. I meant to say take a vacation somewhere warm for a week or two
I’m so confident META will make me profit I put in 30% on my net worth
I’m so confident META will make me profit I put in 30% on my net worth
You gotta cast a wide net. That's why I'm on tinder, hinge, and Grindr!
You gotta cast a wide net. That's why I'm on tinder, hinge, and Grindr!
$NET will make you rich
Citadel is literally paying AI, bots, and actual Indians to comb this sub to try to fleece retail on...
Citadel is literally paying AI, bots, and actual Indians to comb this sub to try to fleece retail on meme stocks and by selling 0DTEs. This sub. The most retarded place on earth where nothing of value is shared and it’s all five-dimensional shitposting by socially awkward McLovins with negative net worths. Classic. Fuck you Ken.
Both mainly net worth which mine has been draining this year from dumb ass trades and my credit card...
Both mainly net worth which mine has been draining this year from dumb ass trades and my credit card balance LMAO
with 500M net worth?
Like Net worth or just trading?
Like Net worth or just trading?
BREAKING: Warren Buffett's Berkshire Hathaway reports a record high cash balance of $381.7 billion. ...
BREAKING: Warren Buffett's Berkshire Hathaway reports a record high cash balance of $381.7 billion. Buffett sold a net -$6.1 billion worth of stock last quarter. For the 5th-straight quarter, Berkshire has HALTED stock buybacks. What if he’s right? What if we’re about to have an historic crash?
the same net worth as one of his spermoids
the same net worth as one of his spermoids
Berkshire Hathaway press release: Q3 operating earnings of $13.49B (+33.6% Y/Y). Q3 total revenue...
Berkshire Hathaway press release: Q3 operating earnings of $13.49B (+33.6% Y/Y). Q3 total revenue of $94.97B (+2.1% Y/Y). Net earnings per average equivalent Class A share of $21,413. Net earnings per average equivalent Class B share of $14.28. Cash, cash equivalents, and short-term securities of $381.67B.
Nancy Pelosi Net Worth - $5.5 Billion Mitch McConnell Net Worth - $950 Million Ted Cruz Net Worth - ...
Nancy Pelosi Net Worth - $5.5 Billion Mitch McConnell Net Worth - $950 Million Ted Cruz Net Worth - $430 Million Chuck Schumer Net Worth - $320 Million AOC Net Worth - $290 Million Adam Schiff Net Worth - $270 Million Marjorie Taylor Greene Net Worth - $220 Million Zohran Mamdani Net Worth - $200 Million Hakeem Jeffries Net Worth - $170 Million Elizabeth Warren Net Worth - $120 Million Letitia James Net Worth - $90 Million Bernie Sanders Net Worth - $70 Million Interesting 🧐 Maybe we should copy their trades…
Grok what will be the net liquidity effect of the feds new balance sheet plans in using proceeds fro...
Grok what will be the net liquidity effect of the feds new balance sheet plans in using proceeds from MBS rolling off to buy treasuries?
$919k META YOLO – Mark “Haircut” Zuckerberg Better Print Me Tendies
Alright degenerates, I just YOLO’d $918,924.50 into 1,417 shares of META at $648.50. No hedge. No options. Just raw Zuck exposure straight to the bloodstream. META just dumped 10%+ after its Q3 earnings, and to me it looks like a classic over correction. Quick reality check: • Revenue was up ~26% YoY to ~$51B • Net income looked awful only because of a one time ~$16B tax charge • Investors got scared over AI + infra spend increasing in 2026 • Users and ad pricing are still rising , the core machine is printing Translation: the business is strong, the market panicked at the headline, and Zuck is back in “silent assassin” mode. This is either a generational dip buy… or I just paid $918K to become WSB’s next loss-porn mascot. In Zuck We Trust. Send tendies or roast me.
If I were in the US rn I'd dress up as RFK running around tryin to catch acoustic people w a net
If I were in the US rn I'd dress up as RFK running around tryin to catch acoustic people w a net
Next week needs to net me at least 50k so I don’t have to work the rest of the year because my job w...
Next week needs to net me at least 50k so I don’t have to work the rest of the year because my job won’t accommodate a schedule for me since I have a newborn.