Cloudflare: The Edge AI Infrastructure PowerhouseCloudflare recently shattered Q4 2025 analyst expectations with surging revenue and robust guidance. The company reported significant growth fueled by AI demand. Investors responded with enthusiasm, driving shares higher. Analysts like Guggenheim promptly raised price targets to $140. Cloudflare now stands as a primary beneficiary of the AI infrastructure boom.
The Patent Moat and Technical Edge
Cloudflare dominates the edge computing landscape through relentless innovation. Its proprietary "Workers" platform remains a patent-protected goldmine for the firm. Recent acquisitions of Astro and Human Native expand these technical capabilities. These moves integrate high-performance web development with AI-ready content streams.
The company aggressively secures intellectual property that optimizes global data routing. This patent strategy creates a formidable moat against legacy competitors. Their VMFE templates further streamline developer workflows at the edge. Cloudflare transforms the network into a programmable, intelligent fabric.
Geostrategy and Geopolitical Resilience
Data sovereignty now dictates global technology strategy. Cloudflare’s massive distributed network addresses these geopolitical shifts effectively. They provide localized security in an increasingly fragmented digital world. This geostrategy reduces latency while ensuring strict regulatory compliance.
The company acts as a neutral digital bridge across borders. Their infrastructure protects critical assets against state-sponsored cyber threats. This positioning makes Cloudflare essential to national digital defenses. They turn geopolitical volatility into a structural market advantage.
Industry Trends: The Rise of Agentic AI
Agentic AI represents the next major technological frontier. Cloudflare positions itself as the essential infrastructure for these autonomous agents. Industry trends favor decentralized, low-latency processing for real-time AI. The "Connectivity Cloud" meets this demand by moving compute closer to the user.
They are no longer just a content delivery network. Cloudflare provides the "neurons" for the global AI brain. Large language models require the speed that only edge networks provide. This shift secures Cloudflare’s relevance for the next decade.
Management, Leadership, and Culture
Matthew Prince leads with a clear, long-term vision. The leadership team prioritizes engineering excellence over short-term marketing gains. This culture fosters rapid product development and seamless deployment. They maintain a competitive edge through agile, founder-led decision-making.
Management demonstrates disciplined capital allocation and impressive operational leverage. They successfully transitioned from a self-service model to enterprise dominance. This leadership stability reassures institutional investors during market swings. Their internal culture attracts top-tier talent in a competitive field.
Macroeconomics and Business Model
The SaaS business model delivers high margins and recurring revenue. Upselling existing clients remains a core economic driver for the company. Cloudflare thrives even as businesses tighten their overall budgets. Cybersecurity and AI infrastructure remain non-discretionary expenses for modern firms.
High-tech integration remains their primary engine for economic growth. The company’s "freemium" funnel efficiently captures the next generation of giants. This creates a self-sustaining cycle of growth and market penetration. Cloudflare hedges against inflationary pressures through essential service pricing.
Cybersecurity and the Science of Defense
Cyber threats evolve with increasing speed and terrifying complexity. Cloudflare utilizes advanced machine learning to preempt these sophisticated attacks. Their scientific approach to network traffic analysis remains unparalleled. They turn massive global data sets into actionable security intelligence.
The company thwarts record-breaking DDoS attacks with automated precision. This technical superiority protects the fundamental integrity of the internet. By securing the edge, they protect the entire digital ecosystem. Cloudflare remains the definitive shield for the modern enterprise.
What traders are saying
NET - Monthly for direction, daily for execution.Cloudflare, Inc.
NET - CURRENT PRICE : 195.85
📈 Monthly Chart Technical Analysis
On the monthly timeframe, NET is showing a strong bullish development as the RSI crosses back above the 60 level. Historically, there were two previous instances where RSI moved above 60 on the monthly chart — and both times were followed by significant upside price expansion (look at the two vertical green line). This indicates that the 60 level acts as a momentum confirmation zone rather than a sign of exhaustion.
Currently, RSI is reclaiming bullish territory again, signaling strengthening momentum. This move is further supported by a bullish piercing line candlestick pattern, suggesting buyers are stepping in with conviction after a pullback phase.
However, it is important to note that February’s monthly candle is not fully formed yet, as we are still in the middle of the month. Aggressive traders may enter ahead of confirmation, positioning early while momentum builds.
📈 Daily Chart Technical Analysis
On the daily timeframe, NET is forming a compelling technical buy setup. Firstly, a clear bullish divergence is present, where price made a lower low while momentum indicators such as RSI and MACD formed higher lows. This signals that selling pressure is weakening and downside momentum is fading — often an early indication of a potential reversal.
Secondly, the RSI has crossed back above the 50 level, which suggests momentum has shifted back into bullish territory and buyers are regaining control. Take note also that RSI is still below 70, indicating there is room for further upside.
Lastly, the recent pullback appears technically healthy, as price retraced toward the Golden Ratio (around the 61.8% Fibonacci level) and found support without breaking the overall structure. This type of controlled retracement within an uptrend typically strengthens the case for continuation. Taken together — bullish divergence, RSI reclaiming 50, and a healthy retracement — the daily chart supports a technical buy bias with improving short-term momentum.
ENTRY PRICE : 190.00 - 195.85
FIRST TARGET : 230.00
SECOND TARGET : 245.00
SUPPORT : 160.35 (the low of 06 FEB 2026 candle)
Notes : According to moomoo platform, recent broker updates remain constructive, with multiple institutions maintaining or upgrading to Buy ratings. Target prices range between $190 and $265, with broader analyst projections indicating potential upside toward the $225–$300 zone, supporting the ongoing bullish technical structure.
Can Cloudflare Become the Nervous System of the AI Internet?Cloudflare has evolved far beyond its origins as a content delivery network to emerge as a unified "connectivity cloud" that sits at the critical intersection of security, performance, and programmable compute. The company's fourth-quarter 2025 results reveal a remarkable 34% year-over-year revenue surge to $614.5 million, driven by its strategic positioning in what CEO Matthew Prince calls the "Agentic AI" era. With Cloudflare now handling 60% of all internet traffic via APIs and 31% of traffic originating from bots, the company has built infrastructure specifically designed for autonomous AI agents that execute complex tasks across the web. Its Workers platform enables developers to run code at the network edge, physically closer to users, dramatically reducing latency for real-time AI interactions. Recent acquisitions of Astro, Human Native, and Replicate demonstrate a comprehensive strategy to own the entire AI lifecycle, from high-performance web development to AI model deployment and ethical data monetization.
The financial trajectory reinforces Cloudflare's competitive moat in an increasingly AI-centric economy. Management projects fiscal 2026 revenue of $2.79 billion, representing 29% growth, while institutional ownership has reached 82%, a vote of confidence in the company's long-term vision. Free cash flow more than doubled in the recent period, providing ammunition for continued strategic acquisitions without excessive leverage. Cloudflare's economic model disrupts traditional cloud providers through unmetered DDoS protection and zero-egress-fee storage via R2, creating a "virtuous flywheel" where increased traffic enhances machine learning models, which in turn attracts more customers. In a market where global IT spending is forecast to exceed $6 trillion in 2026, with cybersecurity spending up 12.5% and GenAI model spending surging 80.8,% Cloudflare addresses both priorities simultaneously through its integrated platform that 85% of tech leaders are using to consolidate redundant tools and eliminate "shadow IT."
Beyond growth metrics, Cloudflare has established critical technological and geopolitical advantages that will define its competitive position for the next decade. The company leads the industry in post-quantum cryptography adoption, with 52% of TLS traffic already quantum-secure using NIST-approved ML-KEM standards protecting against future "harvest now, decrypt later" attacks before competitors have even begun migration. Its Data Localization suite addresses the urgent need for digital sovereignty, allowing organizations to comply with regulations like GDPR while maintaining global scale. With 291 patents and a 98.6% USPTO grant rate, Cloudflare's intellectual property portfolio focuses heavily on AI networking and edge security. The company's "Firewall for AI" provides granular control over AI interactions, blocking prompt injections and preventing data leaks—critical capabilities as 93% of employees input sensitive information into unauthorized AI tools. As the internet fragments into regional silos and quantum computing threatens existing encryption standards, Cloudflare has positioned itself as the essential infrastructure layer for organizations navigating the "Technical Glass Ceiling" that separates modern enterprises from those trapped by legacy systems.
Cloudflare (NET): Momentum Aligns Ahead of Key Resistance BreakCurrent Price: 173.21 (Analysis was generated on Monday Morning)
Direction: LONG
Confidence level: 68%(Professional trader insights and X sentiment both lean bullish with momentum holding, but volume and macro risks keep confidence below high conviction.)
Targets
Target 1: 178.50
Target 2: 183.00
Stop Levels
Stop 1: 168.00
Stop 2: 165.00
Key Insights:
Here’s what’s driving this setup. Multiple professional traders are watching Cloudflare’s strong up‑trend structure, with higher highs and higher lows holding since January. Momentum indicators like RSI and MACD remain supportive, and traders keep pointing to the stock’s ability to hold above short‑ and medium‑term moving averages as a sign buyers are still in control.
What’s interesting is that while macro chatter around rates and labor data is cautious, traders are still willing to lean into Cloudflare because of its positioning in security and AI infrastructure. On X, the majority of trading‑focused posts over the last day lean bullish, with traders calling out breakout potential if price holds above the low $170s.
Recent Performance:
You can see this play out in the price action. Cloudflare has pushed higher over the last week, riding strong volume and shaking off minor pullbacks quickly. The stock is trading well above recent consolidation zones, which tells me dip buyers are active and defending levels aggressively.
Expert Analysis:
Several professional traders I tracked emphasized that Cloudflare tends to move fast once momentum builds, especially ahead of earnings‑related catalysts. From a technical angle, traders are focused on the $178–$180 zone as the first real test. A clean push through there opens the door to the low $180s within days, not weeks.
At the same time, risk management matters here. Traders consistently mentioned the mid‑$160s as a line in the sand. A break below that area would signal momentum failure, which is why I’m keeping stops tight for a short‑term trade.
News Impact:
The news flow supports this view. Ongoing discussion around AI‑optimized infrastructure, upcoming earnings, and potential analyst commentary keeps Cloudflare in focus. Even without a fresh headline today, the expectation of near‑term catalysts is enough to keep speculative interest elevated.
Trading Recommendation:
Putting it all together, I’m staying LONG on Cloudflare for this week. I like entries on shallow pullbacks above $170, targeting $178.50 first and $183 if momentum accelerates. I’d cut the trade if price loses $168, with a hard stop at $165 to protect capital. Position sizing should stay reasonable given the stock’s volatility, but the risk‑reward here still looks attractive.
$NET Jade Lizard THROUGH EarningsNYSE:NET
This AI molt-bot or whatever is gonna be a problem
$205 Call 2/13
$200 Call 2/13
$162.5 Put 2/13
$750 credit.
NO risk to upside, (the short put credit exceeds the max loss of the call credit spread).
If assigned on short put, will have to buy 100 shares, at strike price x 100, minus credit received to open trade.
Wild Intersection for Growth in SaaS and Cybersecurity!### 🚀 Wild Intersection for Growth in SaaS and Cybersecurity! 📈
Hey there! I see a massive opportunity for growth at the crossroads of SaaS and cybersecurity. 😎
9 days ago, I already started highlighting the appeal of investing in SaaS.
The main expectations are that the prime time for SaaS will come after the Fed's rate cuts and when interest in semiconductors starts to fade.
On one hand, we've seen a rotation over the last few days from overheated semiconductors into MAG7, and suddenly this wave has caught SaaS too. 🌊
**A few key theses:**
- There's an opinion that interest in SaaS this year will be temporary. ⏳
- Growth stocks will be more appealing when the 10-year Treasury yield drops below 4.2%. 📉
- Recently, we were below that level, and you saw small-cap and growth companies skyrocketing. 🚀
- When the 10-year Treasury yield spiked again due to political tensions, there was a slight pullback in value stocks. ⚠️
- But the last 2 days have brought the 10-year Treasury yield back close to 4.2%, and "the water is starting to boil" again. 🔥
SaaS is also a big beneficiary of low rates, and right now, with semiconductors looking overheated, they appear visually attractive based on multiples. 💡
The main driver for SaaS sector growth should be the NASDAQ:MSFT report. MSFT's results for the first quarter of FY2026 already showed revenue growth of 18% to $77.7 billion, with strong performance in SaaS segments. If the second quarter beats forecasts (e.g., due to higher cloud demand), it'll boost the momentum. The report is already on January 28! 📅
And finally, this year expects explosive growth in cybersecurity investments, amid the rise of AI, creating interest in fallen cybersecurity stocks. 🤖🔒
Two days ago, the puzzle came together, and stocks surged upward. 📈
Stocks at the intersection of cybersecurity and SaaS have become super interesting. 🌟
That's why companies like Datadog and CrowdStrike look very appealing for investments, if the bond yield stays at this level or lower.
I've also added my favorite Cloudflare to this list—it'll benefit from this flow too. ❤️
Now, let's look at the technical picture of these stocks. 🔍
**Rotation.**
NASDAQ:CRWD
Although rotation adjusts ratios for each stock's volatility, the lower boundary is almost never reached—this means they're starting to buy it back earlier, considering it more valuable. This time, it's following the same plan: they're buying it back without hitting the Buy line. So, we'll have to start buying here. Buy, $CRWD. In any case, the growth potential is incredible. 💥
NASDAQ:DDOG
NASDAQ:DDOG stocks are handling the rotation much cleaner, though not perfectly. But there's clear oversold conditions and emerging momentum. ⚡
NYSE:NET
In September 2024, it was impossible to buy stocks using rotation—the volatility was too low. A great moment was April 2025, but back then, you could buy almost anything. Now, almost a year later, a new buying opportunity for NYSE:NET has finally appeared.
I really like this company—wishing everyone successful investments! 👍
**Buy NASDAQ:CRWD ** 🛡️
**Buy NASDAQ:DDOG ** 📊
**Buy NYSE:NET ** ☁️
---
**Disclaimer**
This information is provided for informational purposes only. It is not financial advice, recommendation, or an offer to buy/sell any assets.
I am not a licensed investment advisor, broker, or financial expert. Investments involve the risk of capital loss. Conduct your own analysis and consult a qualified professional before making decisions.
I bear no responsibility for any losses arising from the use of this information. ⚠️
$NET: The $464 Vision - Betting on the Edge AI Supercycle🌐🚀
Most analysts are looking at $249, but they are missing the forest for the trees.
Cloudflare isn't just protecting websites anymore; it’s the operating system for global AI inference.
The Setup: We are currently consolidating after a massive 3X run from the April 2025 lows.
I’m looking for a reclaim of $215 to confirm the move back to the ATH $260 range.
The Target: If the $5B ARR target is pulled forward by AI demand, a $464 price point represents a realistic 2027/2028 'blue sky' valuation.
Entry: $185 - $195 zone. Invalidation: A weekly close below $168 (200-day SMA).
#NET #Cloudflare #AIStocks #Breakout #TechStocks #CloudComputing
NETCloudflare’s latest performance confirms its massive pivot from a CDN provider to a foundational enterprise platform for security, networking, and AI computation.
Key Financial Highlights (Q3 2025)
Revenue: $562M (+31% YoY).
Enterprise Shift: 4,009 large customers (>$100k/year) now contribute 73% of total revenue, up from 67% last year.
FCF reached $75M (13% margin), supporting the path to a $5B annual revenue goal by 2028.
Strategic Transformation:
🔎
Cloudflare (NYSE: $NET) Pops After Bullish Barclays CallCloudflare (NYSE: NYSE:NET ) jumped in premarket trading after Barclays initiated coverage with an Overweight rating and a $235 price target. Shares rose roughly 3% as analysts led by Saket Kalia outlined a strong multi-year growth roadmap supported by Cloudflare’s expanding product ecosystem and accelerating market share gains.
Barclays highlighted Cloudflare’s unique homogeneous global network, which currently supports nearly 20% of the internet. Because the entire network can run any Cloudflare service at any time, the company is able to scale new offerings quickly and capitalize on secular trends such as cybersecurity expansion, AI inference, cloud adoption, and emerging “no-click” search.
Cloudflare organizes its business into four product suites, or “Acts.” According to Barclays, Act 1 delivered about 85% of FY24 revenue, while Acts 2 and 3 contributed the remaining 15%. However, Acts 2 and 3 are growing materially faster and tapping into large, rapidly expanding markets where Cloudflare continues to take share. Analysts believe this evolving mix will strengthen revenue durability as the company moves deeper into security, AI, and developer tooling.
Barclays expects 27%–30% annual growth through FY28, driven by continued share gains and broader adoption of Cloudflare’s enterprise contracts. While valuation is elevated relative to peers, analysts argue that sustained 30% growth rates are rare in large-cap software — and historically, markets have rewarded companies able to maintain this trajectory. Cloudflare’s focus remains on the Rule of 40, balancing high growth with improving profitability over time.
Technicals
NET remains in a strong bullish structure. After hitting the $260 resistance, price retraced toward the $180 support zone, where buyers quickly stepped in. The rejection at support confirms bullish momentum, with upside targets now pointing back toward $260. As long as price holds above $180, bulls remain firmly in control.
Cloudflare poised for upside despite limited social sentiment da
Current Price: $191.94
Direction: LONG
Confidence Level: 58%
Targets:
- T1 = $196.50
- T2 = $200.00
Stop Levels:
- S1 = $189.00
- S2 = $186.50
**Wisdom of Professional Traders:**
This analysis combines the perspectives of multiple professional traders whose recent discussions touched on the tech growth space that includes companies like Cloudflare. Even without a flood of trader commentary squarely aimed at Cloudflare, the wider trader consensus around high-growth infrastructure tech this quarter has skewed to cautious optimism. Drawing on the wisdom of professional traders, I'm looking at how similar momentum names have been treated, where demand for robust internet and AI-enabled services remains a strong theme.
**Key Insights:**
Here's what's standing out: cloud infrastructure names have been under the microscope as traders assess which of these high-multiple plays can still deliver. In recent professional trader discussions, there was a recognition that large-cap tech and growth stocks have caught fresh bids into year-end as portfolio managers rotate back into names with clear growth stories. Cloudflare, with its position in security, CDN, and edge computing, still sits in the sweet spot of this theme.
What's interesting is that while broader market chatter is dominated by AI chipmakers and mega-cap software giants, some traders have been quick to lump Cloudflare into the list of "overlooked beneficiaries" of AI and security spend accelerations. That’s kept sentiment more positive than not, even without blockbuster headlines. When I compare this to similar market darlings, buying near-term dips has proven a favored tactic among this group.
**Recent Performance:**
This all played out in the price action over the last month, with Cloudflare rallying sharply off its early-November lows near the mid-$180s, reclaiming the $190 handle and holding it into resistance zones. The stock has respected a rising short-term trendline and hasn't broken key supports, printing higher highs and higher lows on the daily chart. The lack of aggressive selling in a choppy market suggests underlying demand.
**Expert Analysis:**
Traders are taking notice – several noted in their broader tech overviews that company fundamentals in the segment remain intact and technical structures are still constructive. The consensus for similar stocks has been to watch for follow-through buying once a name reclaims resistance and turns it into support. Applying that lens here, the $189-$190 zone seems to be acting as a floor. Multiple professionals assessing tech growth charts have been leaning toward "buy the retest" setups into this kind of base.
**News Impact:**
Although there hasn’t been a major Cloudflare-specific headline this week, the overall environment is supportive. Market participants are rotating into tech after digesting recent earnings in the sector, and macro fears have been muted to start the week. The absence of negative catalysts leaves room for momentum trades to work in the direction of the prevailing trend. Sector sympathy moves can quickly carry Cloudflare higher if large-cap peers keep rallying.
**Trading Recommendation:**
Putting it all together, I’m leaning LONG here with moderate confidence. The rising base, sector rotation flows, and lack of selling pressure make this a reasonable risk-reward bet for the week. I’d look to pick up shares around current levels with a short-term target at $196.50, and push for $200 if momentum broadens. Stops should be placed below $189 for tighter risk control, with a secondary protective level at $186.50. If the market holds its tone, Cloudflare could easily tag those upside levels before week’s end.
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
TradeUSAsignals Recommendations NET - It shows clear technical strength with indicators supporting continued upward movement in the coming period, backed by improved financial results and business expansion in the cloud services market. The presence of strong price supports and dominance above moving averages enhances the prospects of sustained growth.
$NET Morning Star Reversal PatternI have been looking to take a position in NYSE:NET after earnings. I have waited for a pullback which has happened. On Wed, Thurs, and Fri of last week it formed a Morning Star Reversal pattern. So, I have put on a half size position pre-market. My risk reward is exceptionally good here as my stop can be just below the previous low or a close under the rising 50 DMA. I managed to get a fill at $200.00.
Citigroup has also raised the PT to $255.
If you like this idea, please make sure it fits your trading plan. Remember, it is your money at risk.
Will this stock ""NET"" you a nice return?📰 Cloudflare (NET) — Technical Overview & Breakout Strategy
Ticker: NET | Sector: Cybersecurity / Edge Computing
Date: July 26, 2025
Current Price: ~$198
⚠️ Context: Past Red‑Candle Sell-Offs
NET has experienced sharp downward reversals often signaled by large bearish engulfing candles, especially during pullbacks from the $200–$205 range.
These sell-offs typically occurred with elevated volume, triggering destruction of short-term support and dragging price toward $185–$190, followed by consolidation and eventual bounce.
Those breakdowns often led to retests of the $190 support zone, with range bottoming and short-covering rallying price back toward $200+.
🧰 Current Technical Set-Up
Price is consolidating just below its 52-week high near $200.8, forming a tight range between $190 support and $200 resistance.
Moving averages:
50-day MA ~$193, 200-day MA ~$188 — all indicating bullish trend alignment.
Investing.com
Technical ratings classify NET as a Strong Buy on both daily and weekly timeframes.
🔍 Support & Resistance Levels
Support Zones:
Primary: $190–$192 (recent consolidation base)
Secondary: $185 (recovery low after last drop)
Resistance Zones:
Immediate: $200–$202 — near all-time highs
Major Breakout Target: Above $205–$207 opens upside extension
✅ Bullish Breakout Scenario
Trigger: Clear close above $202, especially with strong volume
Targets:
Short-term: $210 → $215
Extended: $220+ if breakout sustains and earnings beat arrives
Supportive Thesis: Rising demand for cyber‑security, expanding AI tools (e.g. pay-per-crawl, bot protection), and expansion into media and content creator segments. Cloudflare maintains strong institutional accumulation metrics.
❌ Bearish Breakdown Scenario
Trigger: Fall below $190–$192 zone
Targets:
First: $185
If momentum continues: $180 → $175
Risk Drivers: Overbought pullback after extended run-up, profit-taking, or broader tech selloff. Large red candles in the past preceded rapid downward moves.
📊 Summary Table
Outlook Trigger Level Target Zones Technical Notes
Short-Term Bull Above $202 $210 → $215 Breakout from high consolidation zone
Short-Term Bear Below $190 $185 → $180 Overbought exhaustion, volume decline
Long-Term Bull Sustained > $205 $220 → $230 Continued AI/protection tailwinds
Long-Term Bear Clear break under $190 $180 → $175 Broad rotation, failed breakout
🧠 Viewpoint Summary
Cloudflare is currently consolidating just below all-time highs after a strong year-to-date rally. The stock remains technically strong, but recently stretched indicators suggest potential for near-term pullbacks. A breakout above $202+ could unlock further upside, while a drop below $190 might trigger a retest toward lower support zones.
Given Cloudflare’s expanded role in AI infrastructure and cybersecurity, its trend remains attractive—but price action will be key to confirm direction.
$NET — Ascending-Base BreakoutNYSE:NET — Ascending-Base Breakout
• Seven-month ascending base resolving through $184-186 supply
• Volatility contracting; RS already at 52-w highs
• Cloud-security group remains a leadership pocket
📈 Trigger = daily close > $188.50 on strong volume
🛑 Risk line = < $175 (1.5 × ATR, below shelf)
🎯 Measured move targets $194 → $204, scope to $208-210
Keeping this front-row for follow-through.
#NET #BreakoutWatch #BaseBreakout #TechnicalAnalysis #Stocks #trading
An Internet Disaster - NET & GOOGL FallAs of Thursday, June 12, 2025, a significant internet outage has disrupted services across multiple major platforms, including Google, Amazon Web Services (AWS), Spotify, YouTube, Discord, and Shopify. Cloudflare acknowledged experiencing intermittent failures and noted that some services were beginning to recover, though users may continue to encounter errors as systems stabilize.
The root cause of the disruption has been identified as an issue with Google Cloud's Identity and Access Management (IAM) service, which affected various services globally. While Cloudflare's core services were not directly impacted, some of its services relying on Google Cloud experienced issues.
Imagine how far Net could've fallen if IGV / Cloud stocks weren't strong today.
Will Tomorrow’s Secrets Remain Safe?The financial world stands at a critical juncture as the rapid advancement of quantum computing casts a shadow over current encryption methods. For decades, the security of sensitive financial data has relied on the computational difficulty of mathematical problems like integer factorization and discrete logarithms, the cornerstones of RSA and ECC encryption. However, quantum computers, leveraging principles of quantum mechanics, possess the potential to solve these problems exponentially faster, rendering current encryption standards vulnerable. This looming threat necessitates a proactive shift towards post-quantum cryptography (PQC), a new generation of encryption algorithms designed to withstand attacks from both classical and quantum computers.
Recognizing this urgent need, global standardization bodies like NIST have been actively working to identify and standardize quantum-resistant algorithms. Their efforts have already resulted in standardizing several promising PQC methods, including lattice-based cryptography (like CRYSTALS-Kyber and CRYSTALS-Dilithium) and code-based cryptography (like HQC). These algorithms rely on different mathematical problems believed to be hard for quantum computers, such as finding the shortest vector in a lattice or decoding general linear codes. The finance industry, a prime target for "harvest now, decrypt later" attacks where encrypted data is stored for future quantum decryption, must prioritize adopting these new standards to protect sensitive financial transactions, customer data, and the integrity of financial records.
The transition to a quantum-safe future requires a strategic and proactive approach. Financial institutions need to conduct thorough risk assessments, develop phased implementation roadmaps, and prioritize crypto agility – the ability to switch between cryptographic algorithms seamlessly. Early adoption not only mitigates the looming quantum threat but also ensures regulatory compliance and can provide a competitive advantage by demonstrating a commitment to security and innovation. As technology leaders like Cloudflare begin to integrate post-quantum cryptography into their platforms, the financial sector must follow suit, embracing the new cryptographic landscape to safeguard its future in an era defined by quantum capabilities. Adopting post-quantum cryptography is essential, as merely using a different mathematical method does not ensure protection against quantum computing threats.






















