Cloudflare (NET-N)

Soared last month after a great quarter, but has fallen hard since. Q4 net cash flow beat estimates. Likes this company and the cybersecurity space.

Up 19% in a week. Is breaking out. AI data is driving 27% revenue growth and 29% profits this quarter. They're in the sweet spot.

A great CEO, and the company knows a lot about video streaming. Likes it. The high PE doesn't bother him.

On their 14th birthday, the cloud connectivity company announced new products, including AI Audit which allows users to be compensated when their content gets used to train gen-AI models, a big problem.

Shares pulled back despite reporting a beat earlier this month, but a disappointing forecast.  Worth a look, though.

They have their investor day Thursday. It's been down since the last quarter. But he likes it and sees a comeback. Will depend on how well CEO performs on Thursday.

A lot of tech companies are down significantly from highs. Cybersecurity is a desirable area right now. High growth has to expect more pronounced swings. Likes the name.

Too late to buy now after a big move. Wait for a pullback.

Shares popped 7% today when they announced several AI initiatives. A longtime favourite of his. They have partnerships with Nvidia, Microsoft and Meta. They help businesses operate more efficiently.

They reported a positive quarter but the street didn't like its forecast: a lighter sales cycle, macroeconomic uncertainty. The 21% plunge was an overreaction, though shares have recovered.

Is confident they can recover from a couple of bad quarters. Shares should be higher.