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 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 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 has one of the worst management teams in all of software, which makes the stock one to be careful with. x.com  x.com 

Cloudflare is a short because 45-50x sales is too much to pay for 35% growth. 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

Cloudflare's roughly $100 billion valuation is hard to justify because it is unclear how shareholders make money at this price. A post the author replies to calls it an amazing company and product at nosebleed multiples; another notes it converts only about 30% of revenue into cash, and stock-based compensation makes that worse. Positive EPS alongside negative net income reflects non-GAAP versus GAAP figures. x.com  x.com  x.com  x.com 

Fastly is forming a double bottom near $17-17.50 after its pullback from about $34, and a close above $20 would confirm the base and target $23.32, with a volume gap that could speed the move. The 20- and 50-day EMAs are converging near $19-20 as support, and the 200 EMA near $16.50 keeps the uptrend from February intact. In June, management raised full-year 2026 revenue guidance and launched AI developer tools. x.com 

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'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