u/OperatorWildcard

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+49.8%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +49.8% Long Return +49.8% Short Return -
Average Return
7d +9.7%
30d +38.4%
90d +11.2%
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Side
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Thesis
Theme
Source
FSLY 1ST Fastly, Inc. Fastly, Inc.
Long
Feb 12
$16.47
+49.8%
Fastly overreaction; buy pullback near $14
Author believes Fastly's 76.91% post-earnings spike is an overreaction and plans to enter around $14 versus the current ~$16.47. The rationale is improving fundamentals: steady QoQ revenue growth, growing gross profit with stable cost of revenue, rising EPS, EBITDA approaching positive, rapidly shrinking total and net debt, and strong operating cash flow and FCF. Author expects analyst price targets (~$10.86) to be raised after the positive news. Main stated risk is that the move is overdone and the stock may pull back before entry.
NeoCloud
REDDIT
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u/OperatorWildcard has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: FSLY.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology