why is cloudflare stock on a tear?
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Clearly very late to this party but still bought a smol position. had a piece in May. Any more-recent good analysis of this whole edge+Web3 PB&J angle? Seems good for metaverse too, and perhaps ML inference. stratechery.com/2021/cloudflar
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Check out the Cloudflare blog.
They basically write about their alpha in the open. It’s insane to see.
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Bull case is that they'll be the fourth big public cloud after AWS, GCP, Azure. They've been executing very well, so it's becoming more believable.
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