Samuel Meciar's avatar
$16.8m follower assets
Cloudflare $NET is number 1. No questions asked.
Cloudflare just posted about how they managed to mitigate a 26M requests per second DDoS attack, the largest HTTPS DDoS attack on record. What's even more impressive is that this wasn't even some high paying client, actually a user with Cloudflare's Free Plan. The attack was originated mostly from cloud service providers, so those were heavy machines attacking the target, no weak IoT hijacked devices either.

This is just pure insanity and shows just how valuable Cloudflare is for just about any internet entity.

Big bull and long $NET!

Preston | Investor Insight's avatar
Love $NET long term. Patiently waiting for a long entry. $NET and $CRWD are my top go to security plays.
Samuel Meciar's avatar
@investorinsight I got $MSFT $NET and $ZS as a direct exposure and then $SNOW now too with their Security Data Lake 😊
Preston | Investor Insight's avatar
@sammeciar All great companies - can't wait to buy some dips when they start to base. Until then, I sit and watch.
Dissecting the Markets's avatar
After seeing this slide in their latest investor presentation, my impression is that $NET is a monopoly business. Am I interpreting it correctly?

Samuel Meciar's avatar
@dissectmarkets on the software networking side of things I believe yes. their CDN market share for example is just unrivaled.

The other report again shows a pretty nice lead over anyone else.

Young Money Capital's avatar
Why clouflare over crowdstrike?
Samuel Meciar's avatar
@youngmoneycapital they aren't competing.
Young Money Capital's avatar
@sammeciar I haven’t done the work on either, aren’t they both cyber security?
Samuel Meciar's avatar
@youngmoneycapital yes, but there's all sorts of offerings that could be specified as cybersecurity, ranging from Endpoint Protection to DDoS Protection to Web Application Security and lots more. Here's a great thread @investianalyst made so you can understand all the niches better: https://twitter.com/InvestiAnalyst/status/1485017208103178242?s=20&t=4vmKRE65FwKZYbUtCOK9wA

Young Money Capital's avatar
@sammeciar thank you for sharing

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