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Edgecomputing

BigBear (BBAI) — Expanding AI Leadership in Defense IntelligenceCompany Overview: BigBear.ai Holdings, Inc. NYSE:BBAI is a leading provider of AI-powered decision intelligence for defense, supply chain, and digital identity markets—offering investors exposure to the rapidly growing AI and analytics sector focused on mission-critical applications. Key Catalysts: Defense expansion: New U.S. Navy partnership for UNITAS 2025 and strategic alliance with Tsecond strengthen BigBear.ai’s role in real-time, edge-based AI processing via ConductorOS and BRYCK platforms. Long-term contracts: Over $178 million in multi-year defense deals provide strong revenue visibility and recurring income stability. Strategic momentum: Growing adoption across national security agencies underscores BigBear.ai’s position in U.S. defense modernization efforts. Investment Outlook: Bullish above: $6.80–$7.00 Upside target: $17.00–$18.00, supported by defense partnerships, scalable AI deployment, and national security demand. #BigBearAI #ArtificialIntelligence #DefenseTech #NationalSecurity #EdgeComputing #AIAnalytics #Investing #BBAI
NYSE:BBAILong
by Richtv_official
NET — AI Infrastructure Leader Launches Stablecoin InnovationCompany Overview: Cloudflare, Inc. NYSE:NET is a global leader in cloud connectivity and cybersecurity, delivering secure, scalable, and high-performance infrastructure for the modern internet. The company is evolving into a key enabler of AI-driven applications, with its Workers platform gaining strong enterprise traction to power large-scale intelligent workloads. Key Catalysts: Fintech breakthrough: The launch of the NET Dollar stablecoin bridges AI, cloud, and financial infrastructure, enabling automated machine-to-machine (M2M) payments and introducing new recurring revenue models. Enterprise growth: Added 219 new large customers in Q2 2025, highlighting accelerating adoption and market leadership. AI ecosystem expansion: Increasing integration of Cloudflare’s edge computing network within enterprise AI frameworks positions it at the core of the next-generation digital economy. Investment Outlook: Bullish above: $188–$190 Upside target: $380–$390, supported by AI infrastructure dominance, fintech innovation, and accelerating enterprise demand. #Cloudflare #AI #Stablecoin #Cybersecurity #Fintech #DigitalInfrastructure #EdgeComputing #Investing #NET
NYSE:NETLong
by Richtv_official
Cloudflare (NET) AnalysisCompany Overview: Cloudflare NYSE:NET , a global leader in cybersecurity, content delivery networks (CDN), and edge computing, is well-positioned to capitalize on increasing digital transformation and growing demand for secure, efficient cloud infrastructure. Key Growth Catalysts: Strategic AI Partnerships 🤝 Cloudflare’s collaboration with Microsoft Azure enhances its AI infrastructure, fostering innovation and bolstering its competitive edge in enterprise cloud solutions. Zero Trust Leadership in Cybersecurity 🔐 Cloudflare’s Zero Trust platform addresses growing enterprise needs amid rising cyber threats and increased remote work adoption. Advanced threat intelligence and access controls make it a leader in next-gen cybersecurity solutions. Edge Computing & IoT Opportunities 🌐 Edge computing solutions are experiencing strong adoption, fueled by: Growing demand for 5G networks and the IoT revolution. The edge computing market is projected to reach $87.3 billion by 2026. Cloudflare’s focus on reducing latency and enhancing network efficiency positions it to capture market share. Global Expansion & Untapped Markets 🌍 New data centers in underserved regions expand Cloudflare’s global reach, improving service delivery and unlocking revenue opportunities in untapped markets. Investment Outlook: Bullish Stance: We are bullish on NET above $90.00-$91.00, supported by strong positioning in AI, cybersecurity, and edge computing, coupled with robust global expansion strategies. Upside Target: Our price target is **$145.00-$150.00
NYSE:NETLong
by Richtv_official
Vertiv Holdings (VRT) AnalysisCompany Overview: Vertiv Holdings NYSE:VRT is strategically positioned to capitalize on the increasing demand for data center infrastructure, with a particular focus on edge computing and the expanding 5G networks. As companies across various sectors accelerate their digital transformation, Vertiv's role in providing critical infrastructure solutions, including liquid cooling technology, is crucial for the operation and efficiency of modern data centers. Key Catalysts: Edge Computing & 5G Growth: The rise of edge computing and 5G networks increases the need for efficient, reliable data center infrastructure, a core competency for Vertiv. Critical Infrastructure Expertise: Vertiv's leadership in liquid cooling and other essential data center technologies will be increasingly in demand as data centers evolve and expand. Energy Consumption in Data Centers: With U.S. data centers projected to account for a growing share of electricity consumption, Vertiv’s infrastructure solutions—designed to enhance energy efficiency and optimize operations—are expected to become even more vital. Digital Transformation: The ongoing shift toward cloud services, AI, and machine learning will fuel greater data center demand, benefitting Vertiv’s business model. Investment Outlook: Bullish Outlook: We are bullish on VRT above $89.00-$91.00, driven by its market-leading solutions in data center infrastructure and strong growth potential. Upside Potential: Our target range for VRT is $140.00-$145.00, reflecting the company’s strategic position in critical growth sectors like 5G, edge computing, and data centers. 🚀 VRT—Leading Data Center Infrastructure into the Digital Future. #DataCenters #EdgeComputing #5G
NYSE:VRTLong
by Richtv_official
FSLY- When the momentum stock loses its momentumTrend line is temporarily broken and there was no strong bounce back after the price crashed to the confluence zone of POC, 50 SMA and fib 38.2 level, indicating a weak demand at this lvl. There is little sign of decreasing selling pressure at this moment. If FSLY doesn't get back above the resistance and supply zone of 90 convincingly in the next days, party may indeed be over. Generally speaking, when you see the momentum stock decline significantly after the positive earning, this should be your first warning sign that investors are disappointed that the stock fails to live up to their lofty expectation. This is especially true for momentum stocks with lofty valuation. Market tops are often made when stocks react negatively to positive earning or when stocks stop going up on positive news. It is possible though that the short-term negative sentiment is caused by the TikTok news, but it is undeniable that the growth of enterprise clients for FSLY has slowed down recently. The overall macro is still good for Fastly though as E-commerce is still thriving. I am also bullish on the cybersecurity industry as whole and another market-leading CDN in the edge computing space you can capitalize on is NET. Thank you for reading through my analysis! Don't forget to click the like and follow me :)
NYSE:FSLY
by Libratus