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Balder @Balder13946731 · May 7

$NET 全beat居然大跌10%，不过他最近实在涨太凶，可能只是获利回吐。

Wall St Engine: $NET Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $639.8M (Est. $621.9M) 🟢; +34% YoY
🔹 Adj. EPS: $0.25 (Est. $0.23) 🟢
🔹 Current RPO Growth: +34% YoY

FY26 Guide:
🔹 Revenue: $2.805B-$2.813B (Est. $2.80B) 🟢
🔹 Adj. EPS: $1.19-$1.20 (Est. $1.14) 🟢
🔹 Non-GAAP Operating Income:

$NET

RonnieV @TheRonnieVShow · Apr 15

Did you stop crying and listen anon?

"Markets ran without me, woe is me."

Gave you the sectors and stocks that haven't yet.

Would be up BIGLY today on them all.

$HOOD $SOFI - Fintech
$ZETA $MSFT $NOW $NET $IGV - SaaS
$OSCR - HealthTech

If you didn't the good news is there are STILL great deals out there.

$HOOD $IGV $MSFT $NET $NOW $OSCR $SOFI $ZETA

RonnieV @TheRonnieVShow · Apr 13

Bottom on SaaS could be in.

I’m seeing heavy buying.

$MSFT $IGV $NOW $ZETA $PATH $NET

This post aged well. 🤝

RonnieV: Politicians are buying $MSFT calls.

Options flow is loading $IGV calls.

RSI at 2008 & 2022 levels.

Williams %R just hit the green barrier again.

Software has now completed the same measured move as the 2022 bear market.

Not calling bottom.

But historically… this zone has

$IGV $MSFT $NET $NOW $PATH $ZETA

KK.aWSB @KKaWSB · Apr 10

在Anthropic公司推出能够发现并利用软件漏洞的人工智能模型Claude Mythos后，Cloudflare股票（$NET）跌幅扩大至超过13%。该股四天内累计下跌22%。

$NET

Black Panther Capital @BlackPantherCap · Apr 1

THE AI SUPPLY CHAIN — COMPLETE MAP

I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish.

Every layer. Every sector.

Bookmark it. Feel free to add companies in the comments.

Layer 1: Chip Equipment (the machines that build the machines):
$ASML
$AMAT
$LRCX
$TSEM

Layer 2: Foundry & Fabrication (where chips are born): $TSM
$GFS
$INTC

Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA
$AVGO
$AMD
$MRVL

Layer 4: Memory & HBM (the bandwidth bottleneck): $MU
$WDC

Layer 5: Photonics & Optical Interconnects:
$COHR
$LITE
$AAOI
$POET
$MTSI
$ALMU

Layer 6: Data Center + Space (the physical home of AI):
$IREN
$NBIS
$CIFR
$WULF
$EQIX
$RKLB
$ASTS
$PL

Layer 7: Cybersecurity (every new AI system is a new attack surface):
$CRWD
$PANW
$ZS
$NET
$S
$FTNT

Layer 8: AI Software & Automation (where the ROI shows up):
$PATH
$PLTR
$NOW
$HIMS
$DDOG
$SNOW
$MDB
$SOFI

Layer 9: Defense & End-Use (where AI becomes operational):
$ONDS
$OSS
$RKLB
$AMPX
$LHX
$RTX
$NOC
$PNG.V

Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow.

Save this. And if you found this valuable, you should follow me.

The market won't be red forever.

-BP

Please note: This is not financial advice.

$AAOI $ALMU $AMAT $AMD $AMPX $ASML $ASTS $AVGO $CIFR $COHR $CRWD $DDOG $EQIX $FTNT $GFS $HIMS $INTC $IREN $LHX $LITE $LRCX $MDB $MRVL $MTSI $MU $NBIS $NET $NOC $NOW $NVDA $ONDS $OSS $PANW $PATH $PL $PLTR $PNG $POET $RKLB $RTX $S $SNOW $SOFI $TSEM $TSM $WDC $WULF $ZS

RonnieV @TheRonnieVShow · Mar 4

Top 3 Sectors to Outperform in 2026

1. Fintech
- $HOOD $SOFI $DLO $NU

2. Tech Services (SaaS)
- $ZETA $NOW $SHOP $ADBE

3. Cybersecurity
- $CRWD $PANW $NET $RBRK

Severely oversold and ready to run.

$ADBE $CRWD $DLO $HOOD $NET $NOW $NU $PANW $RBRK $SHOP $SOFI $ZETA

RonnieV @TheRonnieVShow · Feb 23

SaaS-Geddon Continues...

📊 Software & Cloud Sector Brief
1. $FTNT | YTD: -2.2% | 1M: -6.7%
2. $CYBR | YTD: -6.1% | 1M: -6.7%
3. $NET | YTD: -15.7% | 1M: -4.7%
4. $MSFT | YTD: -18.3% | 1M: -17.1%
5. $PANW | YTD: -19.5% | 1M: -19.9%
6. $VEEV | YTD: -20.4% | 1M: -21.3%
7. $DDOG | YTD: -20.9% | 1M: -18.7%
8. $MDB | YTD: -21.2% | 1M: -21.0%
9. $CRWD | YTD: -22.5% | 1M: -22.3%
10. $PLTR | YTD: -22.7% | 1M: -23.5%

0 WINNERS - 20 LOSERS
Avg YTD: -26.4%

$CRWD $CYBR $DDOG $FTNT $MDB $MSFT $NET $PANW $PLTR $VEEV

Tigris 会讲课教授是好老师 @tig88411109 · Feb 22

知识经济不是旧的房地产，不学习就会变成 AI 文盲。哪怕你曾经做对过一次史诗级空头。

这篇文章我用第一性拆解 $GOOG 它在 AI 时代的护城河正是旧搜索互联时代的网站数据来做训练token

同时分享左侧投资机会，如果 Cloudflare 真把“按爬取收费”做成行业收费站，$NET 会成为不被AI杀死的SaaS定价层。

Tigris 会讲课教授是好老师: http://x.com/i/article/2025643133506097153

$GOOG $NET

Tigris 会讲课教授是好老师 @tig88411109 · Feb 22

只要AI模型进化不停止，远谈不上AI泡沫，AI在真实世界应用是不是摧毁所有SaaS一往无前？

为何我一直强调Burry这种做空房贷的传奇空头问题在于不学习没知识看不懂AI？

为何看懂这个论文就知道Google这种互联网搜索巨人在AI的统治力？中美模型的竞争终极之战哪里…

这篇22 年 DeepMind 那篇里程碑论文已经说透，用来训练 token 数据和参数一样关键。模型再大，喂不饱就是虚胖。而且模型参数不大如果数据质量好，完全可以低成本高质量推理任务和终端部署现实应用。

在喂饱训练的数据来源， $GOOG 是制度性碾压OpenAI和Claude等。

因为同样是核心数据来源AI爬虫的量，Google数据网络爬虫是3倍以上。这个很容易理解，就是因为谷歌AI爬虫是和搜索爬虫一起的，你网站敢不让我爬？你挡它，等于从搜索里消失。

中国开源模型都是来自于西方高级模型的蒸馏和合成数据，这就好比风格擅长答题刷题，真是世界长尾和现实就不行。你没有算力参数和最重要的谷歌这种全网数据。

所以我从不担心谷歌是否AI模型领先，跑下去大概率王者，唯一担心就是太强大了，被司法要求拆分。

顺便谈一下还有一种可能关注 Cloudflare $NET 如果真的帮助数据源网站，把按照AI爬取收费的模式走出来，相对于帮助网站加了一个ai时代收费站、那么现在就是错杀。

$GOOG $NET

Balder @Balder13946731 · Feb 20

散户要有逼空机构的决心 $IGV 的空头头寸已经到顶了，也就做到这样了。现在大量的散户已经进入软件板块，机构空头崩溃只是时间问题巨大逼空很快就会来临。

$MSFT $PLTR $RBLX $APP $CRM $FIG $NET $ADBE

$ADBE $APP $CRM $FIG $IGV $MSFT $NET $PLTR $RBLX

TacticzHazel @TacticzH · Feb 16

Goldman Sachs ''AI-resilient trade basket''

They are long:
- $NET (Cloudflare)
- $CRWD (Crowdstrike)
- $PANW (Paolo Alto)
- $ORCL (Oracle)
- $MSFT (Microsoft)

And in the short basket:
- $MDY (Monday)
- $CRM (Salesforce)
- $DOCU (Docusign)
- $ACN (Accenture)
- $DUOL (Duolingo)

Not sure if I would have the balls to short $DUOL and $CRM here.

What do you think? Good plays?

Gab: Goldman Sachs has launched a Long/Short Software Basket

Long:

$MSFT
$ORCL
$PANW
$CRWD
$NET

Short:

$CRM
$ACN
$DOCU
$MNDY
$DUOL

Thoughts?

$ACN $CRM $CRWD $DOCU $DUOL $MDY $MNDY $MSFT $NET $ORCL $PANW

RonnieV @TheRonnieVShow · Feb 13

Do not blindly chase SaaS names during SaaS-Geddon.

Wait for the "Bull Trigger" out of the Sweet Spot.

I will let you all know when we get the print.

For LT investing, DCAing into high-conviction names is okay here at these levels.

$IGV $ADBE $NOW $NET

$ADBE $IGV $NET $NOW

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 3

SaaS Selloff = DeepSeek Selloff 2.0?

You remember what happened next right? 🚀

I like $ZETA $NOW $NET $ADBE

$ADBE $NET $NOW $ZETA

RonnieV @TheRonnieVShow · Feb 3

$ADBE $CRM $CRWD $DDOG $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $SNOW $TEAM $WDAY $ZS

Black Panther Capital @BlackPantherCap · Jan 27

👀 Hacker: ‘I broke into $MSFT more than 20+ times’

2026:
ClawdBots are live now.
AI automates unstoppable attacks.
WhatsApp sued Jan 2026, $META allegedly reads “encrypted” chats.

Makes me think of that old hacks were manual. Now? Autonomous, unstoppable.
Nothing is secure.

Defense in terms of AI cybersecurity will be everything in the future.

$CRWD $PANW $ZS $NET

Note: Not financial advice.

🎬 Clip from The Hidden Third Podcast

Itamar Golan 🤓: Disaster is coming.

Thousands of ClawdBots are live right now on VPSs… with open ports to the internet… and zero authentication.

This is going to get ugly.

If your agent can:
- browse the web
- call tools
- access files/secrets
- hit internal endpoints

…then an

$CRWD $META $MSFT $NET $PANW $ZS