Buzzberg Cup Live

Matthew Prince

CEO, Cloudflare
@eastdakota · tracked since Mar 2026
Calls
1
Win Rate
100.0%
return
+49.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
NET Long +49.4%
Worst Calls
No live losers yet
Most Mentioned
NET ×1
Recent Calls
NET Long 4 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +49.4% Long Return +49.4% Short Return -
Average Return
7d +14.6%
30d +13.9%
90d +46.7%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
NET Cloudflare, Inc. Cloudflare, Inc.
Long
Mar 04
$185.89
+49.4%
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.
Cybersecurity
YOUTUBE
Showing 1 of 1 calls · sorted by mentions

Matthew Prince has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: NET.