What Is Cloudflare's Biggest Risk? Hyperscale...

Fastly's revenue just re-accelerated into the mid-20% range — but our reverse DCF says the stock still needs 22%+ FCF growth for a decade to justify $26. Here's why that's a hard pass for now.Part 3 of our CDN series puts Fastly under the microscope after comparing it against Clo ...  Show more

CDNs have quietly become one of the most important layers of internet and AI infrastructure, moving everything from website traffic to large-scale AI data transfer. In this episode we compare the three public leaders — Cloudflare (NET), Akamai (AKAM), and Fastly (FSLY) — on reven ...  Show more

In this episode we discuss 6 High-Quality, Undervalued Semiconductor Stocks (LINK HERE), A Starbucks Covered call I sold, and trivia from Visual Capitali ...

Stock market update for May 14, 2025. Check out Generated Assets , Public's AI tool to help create custom investment ideas. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. Yo ...  Show more

Investors are always looking for the next stock before the big runup — and this tiny AI company might fit the bill. With analysts projecting up to 300% upside, the company's pivot from data storage to AI innovation could mark a major turning point. MarketBeat's Thomas Hughes brea ...  Show more

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ...  Show more