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!
After seeing this slide in their latest investor presentation, my impression is that $NET is a monopoly business. Am I interpreting it correctly?
Why clouflare over crowdstrike?
@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