Fastly is no longer a commoditizing CDN but a security and edge-compute platform that the AI traffic wave runs through, and the market still prices the old company. Q1 revenue rose 20% to a record $173M, accelerating from 15%; security grew 47% and compute/edge 67%. Gross margin hit a record 65.1%, adjusted EBITDA nearly quadrupled to $29.5M, RPO rose 63% to $369M, and full-year guidance was raised to $710-725M. A beat-and-raise with an AI tailwind fits what a software rotation rewards. x.com 

Fastly could see meaningful upside as personal AI agents drive a surge in traffic and security needs at a low valuation. At a $3.8B market cap it trades at a far lower multiple than Cloudflare. Security, now 25% of revenue, grows 40% on DDoS protection, bot management and API discovery. Sell-side estimates of 12% growth for three years, with security slowing to 20% and 16% in 2027-28, look easy to beat at next week's investor day, where the CFO will give a multi-year framework and new products. … Show more

Fastly's overall offering falls far short of Cloudflare's, and the market has already rewarded the strongest cybersecurity players. Fastly is a more modern CDN than Akamai and has some cybersecurity exposure. Buying is off the table for now, though if forced to buy one stock, Fastly would probably be the pick. x.com 

Fastly could really rerate on a blowout earnings report, with a low market cap and probable catalysts ahead from agentic AI use. Its daily and weekly charts are setting up well with excellent structure. x.com 

Fastly is seeing an increase in traffic related to AI agents, according to the company, and its chart has moved opposite to the weak software sector. The stock is coming back into its 10-day moving average. x.com  x.com 

Fastly looks cheap at under 5x sales, but its growth is already down to 15% and slowing, which does not look like the makings of a winner. This is a preliminary view pending deeper work. x.com 

Fastly's role with Meta Muse looks bigger than analysts have noted, which is bullish for a stock at 5x NTM revenue versus Cloudflare's 38x. In 738 controlled tests run by another investor, 29.3% of Muse agent traffic came from Fastly, versus 37.0% from Cloudflare, 19.4% from Meta and 14.4% from AWS. x.com 

Akamai has catching up to do as an edge-network play on AI agents, with an overlooked AI-agent security angle. AI agents and LLMs constantly fetch data from websites and APIs, which needs fast edge networks; since that call, Akamai is up 20% versus Fastly's 48%. Its CFO recently discussed agentic security and shopping, and said a four-year, $600 million GPU deal with a US robotics-focused company lifts major wins to over $2.8 billion this year. Robots could be the leg to new highs. x.com  x.com  … Show more

Fastly is off the screen for a while: someone liquidated it in size, making it a controversial name when there are many better setups elsewhere. The best charts don't keep checking back to the 21-day EMA, and only the first check back is worth buying. x.com 

Fastly could be an insane turnaround as token economics move its way, positioning it as a pure-play winner of AI inference. The whole point of AI is to get cheaper, and as it does, the vast majority of data should move to local edge servers. x.com  x.com  x.com