re: stock tip...FSLY

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I’ve got 12 MSFT shares and I think I’m going to sell them for FSLY. Like you said, there are a lot of players in this deal but I feel like FSLY is the most undervalued one right now.

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I would be leery of selling a winner for another “winner”. How long have you held MSFT?

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I sold BP this morning... and bought some more FSLY... however it is an insignificant 43 shares in and insignificant long term account

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I started a fun account first of year just to play. Turns out insignificance has turned significant.

FSLY Class Action Lawsuit

Old news. Not sure what you are saying?

Yeah this seems like some people trying to make a quick buck

I think so
either deal will be good news for FSLY but I’m positioned to benefit more from Walmart/Microsoft. Walmart and Shopify have followed amazons lead in integrating Pinterest into their shopping pages. If that deal goes thru, FSLY will run the edge transactions for:

AMZN
WMT
SHOP
tiktok
PINS
Wayfair
Etsy

getting paid on every single edge data delivery.
consider the revenue growth opportunity here

Yep

Did you see Travis Johnson’s take from the acquisition?

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And Fastly also announced a decent-sized acquisition to bolster their security offerings, so with that and the Walmart news hitting around the same time, I guess we’re off to the races again. The TikTok stuff is out of our control, and probably won’t amount to a big change for Fastly… but what does that acquisition mean, if anything? Well, the basic news is that Fastly is buying Signal Sciences, a cybersecurity company, for about $775 million (only $200 million of that is cash, so it will fluctuate as FSLY shares go up or down). According to the presentation Fastly gave with the announcement, the synergies are really strong — there are some common businesses among the two, but Signal will bring in much more strength in security technologies like DDoS protection, Bot Mitigation and API protection, and Fastly is wrapping their offering up into a Secure@Edge product with existing technologies, with the thinking that better security will speed up edge computing adoption and benefit Fastly substantially over time. What I like, near term, is that Signal Sciences comes in with more than 60 enterprise customers, since that’s a key metric for Fastly (the overwhelming majority of their revenue comes from these big customers, who each spend more than $100,000 a year), and more than 40 of those are new to Fastly — which presents a great opportunity to quickly boost FSLY’s customer base with cross-selling. That could be a big deal — 40 enterprise customers may not sound like a lot, but they struggle to add that many even in a good year… Fastly has gone from 274 enterprise customers in the third quarter last year to 304 as of June, so that really jump-starts customer acquisition.

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Think we are gonna see a lot of growth in the stock price over the next year.

Looks like the Chinese government is trying to get a little piece of the pie