The past month has been a solid one for Cloudflare (NET -1.12%) investors as share prices of the company have shot up an impressive 39%. Even better, it looks like its impressive rally is here to stay following the release of its latest quarterly results.
Strong performance from Bajaj Finance and MercadoLibre drove quarterly gains, supported by robust growth, solid earnings, and management continuity. Cloudflare remains a high-conviction holding due to durable top-line growth, expanding product offerings, and a unique edge network for AI applications. Nvidia's stock correction was driven by AI adoption concerns, but we maintain high conviction g...
Holding stocks of innovative companies can be very lucrative if you keep a long-term perspective. There can be a lot of divergence between a stock and the underlying company's performance in the short term, but over many years, stocks of growing companies can lead you to monster gains.
DeepSeek war Branchenkennern zwar kein Unbekannter, doch erst Ende Januar dieses Jahres rückte das chinesische KI-Startup ins internationale Rampenlicht.
Here's our initial take on Cloudflare's (NET 2.56%) fiscal 2025 first-quarter financial report.
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