持有Cloudflare，因预期市场在2027年初前仍有上行空间，暂不减持。
逐段跳播
最终决定，我们从2019年底、2020年初就持有Cloudflare。还没有准备好减持，尽管它有点在观察名单上准备减持。
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.
我们认为最终市场可能会在年底和2027年的头一两个月走高。所以我们会等等看。
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.
我再次调出了Cloudflare、Akamai和Fastly，并加入了诺基亚。这在很大程度上是因为CDN公司，是的，它们是实际的基础设施业务。这里有Cloudflare、Akamai和Fastly管理的硬件，但它们主要通过使用量和软件赚钱，所以与诺基亚相比，这是一种非常不同的商业模式，诺基亚主要通过销售设备来赚取收入和利润。
I pulled up Cloudflare, Akamai, and Fastly again, and also added in Nokia. A large part of this is because the CDN companies, yes, they are actual infrastructure businesses. There is hardware here that Cloudflare, Akamai, and Fastly are managing, but they make most of their money via usage and software, so a very different type of business model versus Nokia, which primarily earns revenue and profit from selling equipment.
但就目前而言，我认为我们只会持有我们的Cloudflare头寸和Vistance Networks，以及半导体价值链中参与的其他一些公司，就这样。
But for now, I think we're just gonna sit tight with our Cloudflare position and Vistance Networks as well, some other companies in the semiconductor value chain that participate there as well, and call it good.
这个频道对 $NET 的历次判断
Chip Stock Investor 在这只股票上共 2 条判断，这里只列相邻的几条。