How Chip Stock Investor’s view on $NET changed

“Why We're Considering Trimming Cloudflare (NET Stock), Not Buying More”

Cloudflare is a strong long-term hold based on growth and margins, but is a candidate for trimming due to portfolio allocation constraints.

This is an image from Cloudflare. This is their global network.

And to stay competitive, modern CDNs have progressively added more and more services like cybersecurity or especially in the case of Cloudflare. They've added a lot of AI products as well that are aimed at developers looking to secure their AI workflows or actually build their AI workflows like Cloudflare's Workers platform.

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