NET

Ultimately decided, we've had Cloudflare since late 2019, early 2020. Not ready to trim yet, even though it is sort of on the watch list to trim that position.

We think ultimately there's probably going to be a run higher in the market through the end of this year and first month or two of 2027. So we're gonna wait and see.

And so Mike, here as we move to your next one here with Cloudflare and we look at Cloudflare, I mean, a little volatility within, but overall momentum to the upside for Cloudflare, we're looking at a 50 plus% gain year to date here. How are you approaching Cloudflare?

Yeah. So I I I like the sector in general and and and Net Cloudflare is, you know, at the top level of of that sector. And so, you know, again, that's still going to be driven by this AI type of trade.

And, you know, so I'm going to wait for this. This is what I call an inside bar entry. And so I'm looking for a trade above 31060. And then we're going to go with a broken wing fly.

Again, this one a little bit different. uh mostly because of the strikes, but um I'm going to be targeting the 340 line with that. So the 325, 340, 350 call broken wing fly. Should be able to buy that if we if we get above that 31060.

Should be trading about $2.40. Really nice reward to risk on that.

Next up into two charts that are lifting off very nicely today despite this tech earnings after hours. That's A net and LITE. Now you can see here with A net most recently we got above this inclining trend line, broke above, retested, broke back above and did so with authority today.

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.