To The Moon

SummaryCloudflare's network provides a differentiated set of capabilities that are being used to enter new markets.This provides Cloudflare with a strong competitive position, although this is still not widely understood.Cloudflare's current valuation appears stretched given near-term headwinds, but the stock should do well over the long run.Server room backgroundCloudflare's (NYSE: $Cloudflare, Inc.(NET)$ ) stock has been fairly range bound over the past 11 months, as investors weigh near-term headwinds against the company's long-term opportunity. Demand in many SaaS segments appears to have found a temporary floor in early 2023, particularly those related to security. Deterioration in the macro environment could cause demand to decline further th

Alphabet is standing out as a rare Megacap bargain.Google is only tech giant trading at discount to Nasdaq. Major technology and internet stocks have regained investor favor this year, and no company is ticking more boxes for bulls than Alphabet Inc.Not only does the Google owner offer the strong cash flow and growth characteristics sought by investors amid rising economic uncertainty, it’s the only one of the five biggest technology firms by market value priced at a discount to the Nasdaq 100 Index. $Alphabet(GOOG)$

Elon MuskIMAGE SOURCE, GETTY IMAGES Tesla made a $140m (£113.5m) loss on its Bitcoin investments in 2022, according to filings. The electric car maker told the US regulator it lost $204m on Bitcoin overall, though it gained back $64m through trading. Tesla put $1.5bn into Bitcoin in early 2021, with chief executive Elon Musk saying it would be accepted as payment. It changed course a few weeks later, and Tesla has since sold most of its Bitcoin holdings.

Mingling in the marketplace of ideas Innovative approaches to both networking and technology helped the festival yield results. More than 60 industry announcements were made at the seventh edition of SFF, including international public-private collaborations, product launches and joint-research releases.

$SVB Financial Group(SIVB)$ went bankrupt, and the European and American banking sectors have been shaken, causing a significant shift in recent market narratives.As shown in the following chart, the expected peak of the Fed's interest rate hike has risen from 5.5% to nearly 5.7%, then dropped to around 4.8% as of the close on March 15, meaning that there is at most one more interest rate hike left in this cycle.The expected level of the US benchmark interest rate in January next year has also undergone the same ups and downs. As of the close on March 15, it has been priced by Fed rate futures traders to decrease by four times compared to the peak interest rate hike.Therefore, although Fed officials have not yet made a clear statem

$Sea Ltd(SE)$ surprised many by beating estimates. Net income turned positive for the first time in the fourth quarter of 2022. Total net income for the fourth quarter of 2022 came up to $422.8 million, up from negative $616.3 million in the same period a year ago. However we need to be aware that this was due to massive cost cutting measures. On a positive note, the market read this positive and had a 20% surge in price. Plus the ability to cut costs to drive profitability can be read as a good sign compared to companies thatare dying at the top and bottom line and YET cannot cut. On the flip side, there is always a limit to how must you can cut. Someone has got to run thebusiness right? The top line for Garena is he

$C3.ai, Inc.(AI)$ Surged following its earnings report yesterday C3.ai Inc. made significant gains in after-hours and pre-market trading following an optimistic earnings forecast and a shift in market sentiment. Despite reporting a net loss of $63.2 million for the fiscal third quarter, the company's revenue surpassed expectations at $66.7 million, and they recorded a customer count of 236. C3.ai anticipates a revenue range of $70 million to $72 million for the fourth quarter, with executives forecasting an adjusted loss from operations of $24 million to $28 million. Additionally, the CEO believes that the business sentiment is improving dramatically, which is a significant change from mid-2022, and C3.ai aims to become "cash positive and non-GAAP p

It was flying unfettered to the Moon. Imagine the anger when they blocked that buy button?What a feeling that must have been.They were looking forward to a life of tropical beaches, parties and loving friends.They were so close to fulfilling their dreams.How lovely that would have been.$GameStop(GME)$

FSLY based out with a long decline, going back to 2021 at 142, down to 7.00. It based out, pulled back, tested the moving average, platformed, and on Monday, surged from that platform bottom, with a move of 2.68, or 27%, to 12.55, on 35 million shares traded. It went from 9.72 to Monday’s high at 13.08. So, my target has to be a retest of the 14.50 area, followed by a secondary target in the high teens.$Fastly, Inc.(FSLY)$

Investment ThesisI have been a customer of PayPal (NASDAQ:PYPL$PayPal(PYPL)$ ) for quite some time now, mainly because I have moved countries, and using PayPal to pay for anything I need online is hassle-free, unlike using my foreign cards which sometimesget rejected due to possible security issues. After the huge drop that we have seen in the tech industry overall, I wanted to see if PayPal might be worth looking into after the shares have become quite more affordable than they were in mid-2021 and the earnings are just around the corner, and frankly speaking, I was curious about how the company is doing financially.After looking at its financials, the sentiment around the company, its fierce competition in the space, I concluded that the company