Matthew Prince

CEO, Cloudflare
@eastdakota · tracked since Mar 2026
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NET long +42.1%
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NET ×1
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NET long 3 months ago
Win Rate 100% Long 1 Short 0
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7d 100%
30d 100%
90d 100%
Average Return +42.1% Long Return +42.1% Short Return -
Average Return
7d +14.6%
30d +13.9%
90d +46.7%
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NET Cloudflare, Inc. Cloudflare, Inc.
Long
Mar 04
$185.89
+42.1%
Cloudflare stock is down 31% from highs despite a "gold medal" quarter. The CEO noted that cyberattacks from Iran actually *decreased* during the kinetic war due to infrastructure damage. Cloudflare is becoming essential infrastructure for AI companies (security + scraping protection). The stock sell-off is disconnected from its operational reality and dominant market share (20%+ of the internet). Long on the pullback; the company is a critical defensive play in an AI/Cyberwar world. High valuation multiples make it sensitive to interest rate changes.
Cloudflare stock is down 31% from highs despite a "gold medal" quarter. The CEO noted that cyberattacks from Iran actually *decreased* during the kinetic war due to infrastructure damage. Cloudflare is becoming essential infrastructure for AI companies (security + scraping protection). The stock sell-off is disconnected from its operational reality and dominant market share (20%+ of the internet). Long on the pullback; the company is a critical defensive play in an AI/Cyberwar world. High valuation multiples make it sensitive to interest rate changes.
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