Reddit Posts
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
Best-Performing Tech Stocks of Q1 2023 - $FSLY, $NVDA
Fastly dips even Craig Hallum upgrades after strong Q4, outlook (NYSE:FSLY)
Happy New Years $FSLY. Thanks for the $100k tax loss.
What ticker can you no longer bear the sight of and why?
My List of Shredded Companies that May Survive
Technical Analysis for the week 4/18/22
HUB Security (TASE: HUB) and Mount Rainier Acquisition Corps (NASDAQ: RNER) Enter Definitive Business Combination Agreement
AMPL - the ultimate after ER rebound play?
#premarket #watchlist 02/17 $DASH - earnings, $MTTR- earnings, $PLTR -earning, $FSLY -earnings , $MRIN - integration with Tik Tok, $AMPL - New Technology Integrations to Unify Data ... Also check afterhours runners and low float stocks in my app
80k Fastly ($FSLY) earnings bet (bear spread)
80 Fastly ($FSLY) earnings YOLO (bear spread)
Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 4) - $AMC, $CRSR, $ROKU, $PINS, $SQ, $RKT, $FSLY and More
Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 4) - $AMC, $CRSR, $ROKU, $PINS, $SQ, $RKT, $FSLY and More
Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 4) - $AMC, $CRSR, $ROKU, $PINS, $SQ, $RKT, $FSLY and More
Fastly ($FSLY) seems to be losing lots of employees - earnings next week
Why I am long Fastly $FSLY ahead of the earnings next week and why it is my favorite growth stock right now
A rising tide should lift all boats in cloud computing.
DD: Content Delivery Network FSLY long and SS thesis
Thinking of making a big trade in Fastly (FSLY)
Been selling covered calls, so not quite as bad as its showing but ya, fuck these stocks... I also have numerous CSPs on NIO and FSLY. Fuck these stocks, I'm selling in the morning, I'll post an update.
I heard you fucks like big losses. BB, FSLY, NIO massive losses combined.
Now I just need to do this again, what, 3 more times? $QQQ $FSLY (fuck u fsly) $Too-Many-Tickers-To-Count
Short squeeze candidate - FSLY
$SPCE $TLRY $FSLY $PLTR 9/08/2021
FSLY to Mars - CFO always goes to companies that are going to be acquired
FSLY. It's time to show the power of WSB. 🚀🚀🚀🚀
Going for 100%, ER Plays: 8/6 FSLY, JPM, DKNG--YouInvest
Let's buy FSLY. There are too many bears.
FSLY. Guys, I've lost too much. need your help. Let's break the bears.
FSLY. Let's do that. Let's fuck the bears.
There is a difference between knowing the path, and walking the path.
There is a difference between knowing the path, and walking the path.
Bought 600 shares of FSLY yesterday. Woke up to this
Fastly stock plunges 19% after outage sinks forecasts
FSLY ER Wednesday: Got Free Money Right Before the Close
FSLY ER Play and JPM: Bad Entry Leaving Premium on the Table--YouInvest
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 4) - $ROKU, $SQ, $CRSR, $SPCE, $UBER, $FSLY, $NKLA, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 4) - $ROKU, $SQ, $CRSR, $SPCE, $UBER, $FSLY, $NKLA, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 4) - $ROKU, $SQ, $CRSR, $SPCE, $UBER, $FSLY, $NKLA, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 4) - $ROKU, $SQ, $CRSR, $SPCE, $UBER, $FSLY, $NKLA, and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 4) - $ROKU, $SQ, $CRSR, $SPCE, $UBER, $FSLY, $NKLA, and More
FSLY - What do you do if RSI says buy on 1 HR sticks, and Sell on the the 1 Day Sticks?
To those who called me a shill for mentioning FSLY about 2 weeks ago….65k gains (and counting) in less than a month…I tried to help my apes. Obvious ape is obvious. Shorts are scared, looks like someone big time covered at $59 today, I bet more coming
DD: Next Big Play, Cricut, Inc. [CRCT] -- IPOd in March, 2020
What’s the formula for a meme stock? Is it just a large short position and the prospects of a short squeeze? I’ve seen many with 20% short positions that are not covered much.
Get on your $WKHS and $FSLY [torch] these hedgies
Get on your $WKHS and $FSLY $TRCH these hedgies
LLNW vs FSLY and why LLNW is Undervalued
LLNW vs FSLY and why LLNW is Undervalued
LLNW vs FSLY and why LLNW is Undervalued
Mentions
Does Akamai follow suit? NET down, FSLY down
I got wrecked with FSLY and a few SPY puts earlier this week, that really dented my port. It'll be nice seeing a bit of the St. Patrick's Day theme again on my app.
Probably FSLY and then sell $10c for some time later this summer/fall
I was thinking puts on DDOG since FFIV, NET, FSLY reported down. They are in network infrastructure like content delivery and security while DDOG is in different segment, data monitoring and security, I think they'll likely disappoint. Last two earnings was Up, then Flat, and I'm leaning Down.
I was thinking puts since FFIV, NET, FSLY reported down. They are in network infrastructure like content delivery and security while DDOG is in different segment, data monitoring and security, I think they'll likely disappoint. Last two earnings was Up, then Flat, and I'm leaning Down.
buddy if you're in shares and not invested in some memestocks or companies on-track to insolvency BBBY-style cloud computing isn't going away anytime soon. FSLY isn't either. I'm buying a tranche of shares on Monday but I know looking at my calls decaying doesn't impact what I think about the company. If I sell everything, that's trading on emotion. If I buy other the pretext of "averaging down" then I'm also trading on emotion. https://youtu.be/3uCI3_no03M?si=pSgbWNxpvdhOa3QO I watch this clip every so often to remind me why I invested in a company. If I feel like I'm deluding myself, I use Rick's exercise of *three perils* ; what are the three perils that could tank FSLY further? nearly every company has *something*
$10c FSLY monthlies I bought yesterday morning are probably worth more now. that makes me happy
for what it is worth I would say you are not investing, you are trading, which is fine if you are into gambling. sometimes it works. It is much easier (but still difficult)to invest. If you invest, the short term Q1, Q2, etc. info is essentially short term noise, as is most of the financial reporting that is sold as investment advice. The key to investing is to identify a good company and than get it at a fair price. The keep it to allow it to make money for you The most important question is, is FSLY a good company, the secondary question is, did you get it at a fair price. If it is a good company keep it. The problem is that there is no definitive answer to either question and everyone, since we are all human, makes, and will continue to make mistakes. Sounds to me like possibly the greatest value of your investment is the lesson you are experiencing. I have often confused and mixed trading with investing. It has most often been a big mistake. Now if you can tell me whether I should sell, PayPal, Alibaba, and Snowflake I would be eternally grateful.
Remember the times when there were discussions of which is better investment? NET or FSLY?
I don't want to give bad advice, as I don't think DCA is the answer here, however the math above isn't quite right. You need 150% gain if you DON'T DCA. If you do, you need roughly 72% to break even, depending on the buy price and amount invested. This is still not a rosy outlook. Rough breakdown Current price $9 Initial investment $7300, current value 330x9 = 2970 Unrealized loss = 7300 - 2970 = 4330 If you invest in another 330 shares @ $9 a share, your total money invested is now 10270. Your actual value in stock is 660 x 9 = 5940 So you need 10270 / 5940 = 1.728 or 72.8% to break even Again, likely not a good idea to double down this much, but I'm also saying this as someone who knows absolutely nothing about FSLY as a business.
I've revised to a more bearish stance over the next 3 months on this stock. The key points that justify this change are: 1. Fastly reported mixed Q1 2024 results, with revenue of $133.52 million slightly beating estimates but a larger than expected net loss of $43.43 million. While revenue grew 14% YoY, the expanding losses are concerning. 2. More importantly, Fastly provided very weak guidance for Q2 and full year 2024 that fell well short of analyst expectations. The company lowered its 2024 revenue outlook to $555-$565 million (11% growth at midpoint) from prior $580-$590 million. Analysts were expecting $584.6 million. 3. The main reasons cited for the big guidance cut were decelerating growth and pricing pressure from Fastly's largest customers (top 10-15 accounts), who are adopting a multi-vendor strategy. Fastly's top 10 customer revenue share dropped from 40% to 38% in Q1. 4. While Fastly's CEO was pleased with Q1 operating performance, he explicitly stated "we're not satisfied with our revenue growth outlook". This is a red flag coming from management. 5. Multiple analysts downgraded Fastly stock and slashed price targets following the earnings report, including BofA cutting to Underperform, DA Davidson to Neutral, and Baird lowering estimates. The weak outlook seems to have caught Wall Street by surprise. 6. Fastly shares plunged over 30% on the earnings news, adding to a nearly 30% YTD decline prior to the report. The stock is in a clear downtrend and the sharp sell-off has pushed it to oversold levels based on the RSI. In summary, while Fastly continues to grow its top-line and made some progress on profitability in Q1, the shockingly weak guidance and sharp deceleration at its biggest accounts paint a concerning picture for the rest of 2024. Customer concentration risk is materializing and competitive pressures appear to be intensifying. Management's own dissatisfaction with the growth outlook and the spate of analyst downgrades reinforce a much more cautious view on the stock. Barring a rapid improvement in fundamentals or major new customer wins, FSLY shares will likely remain under pressure in the coming months. The sharp downward revenue revision, expanding losses, and negative sentiment shift outweigh any modest positives in the Q1 report itself. As such, I am reversing my previous stance and now believe FSLY stock is likely to underperform over the next 3 months. The risk/reward appears negatively skewed until Fastly can demonstrate improved execution and a return to stronger top-line growth. In my opinion, your remaining funds would be better invested elsewhere for now. There are many opportunities that offer a better outlook.
Hope for an end of day dump. If its any consolation, I had lost 8k on FSLY
Unlike Net and bankrupt FSLY, they actually make profits. Depending on IV, might get calls
My main concern with FSLY in an 1-year horizon is macro. We know we are due a major market correction so I wouldn’t bet on it going back up in a year. A few years … maybe
Cloudflare starting to look like the next FSLY
Can't believe I opted out of NET puts after the FSLY dump
Nah FSLY fell last quarter while NET went up 20%
Given how FSLY did, wouldn't puts on NET have been an easy play?
In your place i would swallow a hard to swallow pill that everything i did there failed miserably and i was completely wrong. Then take a look at how i can build my net worth for the future and stay away from shit that made me lose money so hard. Issue is while you are fucking around with FSLY and losing money other people are saving it up every month and investing in indexes or something else. The longer you fuck around, the longer you are from building your net worth.
Isn't FSLY problem that their biggest customer is TikTok? That's what I heard don't know if it's right. If so that would explain the disaster. Looks like an ok company to me otherwise.
So when is FSLY getting delisted
The healthiest way to think about this is to consider the current drawdown on FSLY as lost money and not a reclamation project that you need to see through to try to win. Unless you see a significant turnaround for FSLY on the horizon and deem it among the best places for your available capital -- a questionable prospect -- you may be better served by deploying your remaining capital elsewhere; that may or may not include making the tough decision to bail on your current FSLY position. You'd be best served by not giving in to the sunk cost fallacy that you're wedded to FSLY for the long haul. If/when there are more promising and compelling available investments on your radar, those very well may prove to be more worthy uses of your available time, energy, and remaining capital.
Is FSLY oversold? They are a profitable company, they beat earning expectations and sales revenue, yet they dumped 35% since yesterday.
Is Cathie Wood still buying FSLY? 
“It is true that a very important principle in investing is you don't have to make it back the way you lost it" -Buffett Q1 was okay (slight eps beat, rev basically in-line), guidance was not good. "I want to believe they are far from going out of business, but their drama of a stock gives me concerns." I don't know that they're a 0, but while it and NET have declined from 2020 heights where they got too hyped/expensive, NET has seemed to stabilize and move higher again while FSLY has run into issues (management quality, trying to find a new CEO - which seems like it has been an unusually extended process) and has not. I have no idea what the stock will do. It feels like an asset that someone might be interested in and could run better, but no guarantee that will happen and even if it did, who knows where/when that might happen - could be at levels lower than here? (again, who knows.) If you're going to continue to own it I'd really say you have to have a strong thesis as to why this is going to turn around strongly within a reasonable time frame. Sorry the investment didn't go well.
Damn, i missed the gamma dump on FSLY. NET IV are too high!!!!!
Somebody just shoot FSLY. It's so over. 
god FSLY earnings can't have been *that* bad
I'm pretty sure the executives at FSLY can't afford to hire any hitmen, so it's safe to talk shit about them.
I only know FSLY for that million dollar FSLY guy
does the play have to be solid for you to inverse? I think FSLY has bottomed out to the point that new puts won't print.
I remember with Cathie was quadrupling down on FSLY at $90
Is a ~30% AH drop in FSLY a good or bad sign for NET tomo?
FSLY was one of my Covid darlings now it dumps 30% every earnings and is about to go under
Fly is in FSLY’s name. Of course it flew off a cliff
I'm blind and my broker doesn't offer braille in after hours trading. Are my $FSLY calls going to print?
Was about to get into FSLY right before earnings, glad I just stuck with my usual, loser stocks.
Got raped by FSLY again. I was thinking about dbling down but decided not to. I 10 puts strike at $10 so I will take the $700 consolation money.
FSLY is also getting raped. Along with my put credit spreads.
FSLY shitting the bed CVNA on the way to moon QCOM is now a dividend stock
FSLY? I think they're already near bottom.
I'm hoping my measly FSLY calls print on the same pretext that Tesla calls printed on last week.
Others: S FSLY TENB OKTA AVGO CHKP SWI CYBR
ALCC, DJT, FSLY, GOOG, GTLB, SOFI, STNE, RKT, TSLA.... This is the way... 
A sleeper play right now is FSLY. Lots of upside potential. 15c 5/17 is a good bet.
I am not in these trades but waiting to snipe an entry. Yeah, they're not all penny stocks because there's a higher probability of hitting future targets although I believe the small cap space is heating up. Fvrr- low float high short interest over 20% at all time lows, would take almost two weeks for shorts to cover. I'll have to check but the company is estimated to be profitable by next year. Stem- all time lows, 96% short volume according to dark pool, insane. Unity at 14% short interest looking for a swing reversal, not a home run trade but can be very profitable- if yesterday wasn't bottom then probably next week but the monthly chart looks like it will be a bullish reversal imo. Rdfn 19% short interest with housing market fears- watching FSLY- watching RIVN- watching
FSLY 17 MAY $15c. Last price: $0.71. Minimum 15x winner by opex.
FSLY 17 MAY $15c. Google for the win...
A little more detail: I got a free year and as a real life test, invested in (I believe) 6 or 7 of their recommendations. Every single one got absolutely bent over a barrel: UPST and UPATH were two of them…I forget the others. I think FSLY might’ve been another. They’re great at recommending “growth” stocks after they’ve run quite a lot.
where the fuck is dead cat bounce, FSLY wtf
**Your scorecard:** |Stock|Recommendation|Result| |:-|:-|:-| |[DKNG](https://www.reddit.com/r/wallstreetbets/comments/1arg0t2/dkng_and_dash_earnings_after_the_bell_time_to/)|Calls|*💸* or ❌ (depending on call strike and sell time)| |[DASH](https://www.reddit.com/r/wallstreetbets/comments/1arg0t2/dkng_and_dash_earnings_after_the_bell_time_to/)|Puts|*💸* | |[UPWK](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Calls|❌ | |[CROX](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Calls|*💸* | |[FSLY](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Cals|❌ | |[QS](https://www.reddit.com/r/wallstreetbets/comments/1aqnbm3/earning_plays_for_max_tendies_tonight/)|Puts|*💸* | |[ABNB](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Puts|*💸* | |[HOOD](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Calls|*💸* | |[LYFT](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Calls|*💸* | |[KHC](https://www.reddit.com/r/wallstreetbets/comments/1aq456f/earning_plays_for_tonight_and_tomorrow_morning/)|Calls|❌ | Godspeed.
What are the chances my FSLY ER calls recover this week 
yikes.. only -$680 here. Should have put the FSLY money in TTD. The gains on just one of those made up for the entire loss from FSLY.
Thanks for sharing this information. How long are your calls typically on these? I was looking at the FSLY $15 strike with 3/22 exp. I thought it was priced pretty well at last close.
Week before went as good as a week can, but I'm right there with you this week; not one earnings play went my way. LSCC, KO, SHOP, TWLO, FSLY, CSCO; gave up on Friday plans, which was the right move because those ones tanked as well. I have these positions long enough out that there's a chance for some recovery, but honestly without a catalyst i'm not sure how optimistic I should be, hahaha.
scalped for the first time today, made up for my FSLY call losses
Remember your FSLY call expire on Friday love😍
I thought FSLY was free money too?
Slow blink, they are all mocking me due to my bullish FSLY DD.
erased my FSLY losses by scalping SMCI, what a rush holy shit
BOY WAS I wrong about FSLY
FSLY has been good stock to wheel, down 20% now
FSLY is but a dingleberry on NET's bum, to be wiped away or crumble and fall off in due time.
Literally, had TWLO FSLY OXY and CSCO calls
Same bro, was either buying FSLY or UPWK and threw $600 on UPWK calls based on RSI comparisons at the time. Dodged a fucking bullet
i almost bought FSLY calls today since NET went up, dodged a bullet there
FSLY going down 22% today was icing on the cake
Daily thread was awfully bullish on FSLY and CSCO 
FSLY calls was not the play…
I’m going to be shocked if FSLY goes down more so I bought 110 shares
Signal sciences is garbage and that acquisition hasn’t paid off. Their offering is niche in the CDN space and outclassed by NET, not to mention very expensive. It ran up the same amount as NET but failed to produce the same results. Questionable growth in a crowded CDN market ahead, which isn’t anything new for FSLY based on their previous earnings. They have virtually 0 penetration in the European or Asian markets. Compare that to AKAM and NET.
Did the same with FSLY. Pick me up some too
Is it the move to buy shares of FSLY right now?
Did you buy FSLY calls like me too? 
Why is FSLY down 23%? They reported record revenue, improved margins, and increased customer penetration. What else?!?
Mr. FSLY I don’t feel so good 🤢
FSLY DD was based on a guy looking down the toilet.
stupid shit like FSLY have PUMPED for MONTHS on HOPES of barely making it to the next Q. Companies like this shouldnt even be alive anymore. We will NEVER see low rates any more in our dog shite life times.
FSLY should have misplaced a decimal!
Jesus Christ FSLY at least let me sell my calls for a few pennies tmr
FSLY already did so you don't have to
FSLY better gimme my money back 
RIP $FSLY calls
Why the fuck did I buy FSLY calls. I’m a literal clown🤡🤡🤡🤡
calls on FSLY after this tank
NET and FSLY both IPO'ed pre-Covid. 4Q 2019: NET revenue was $84 million, FSLY revenue was $59 million. 5 years later: 4Q 2023: NET revenue $362 million, FSLY revenue $138 million. NET trading at 5x IPO price; FSLY below IPO price. Pretty good lesson about needing to choose the winner in a space.