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Are you loading up too?
U is my highest conviction metaverse stock.
2nd highest has not decided yet, one of these: MTTR RBLX NVDA SE. With this video, leaning to MTTR.
Criteria is 25%-33% CAGR because this would get you 100x over 15-20 years. Whenever they no longer able to do 25-33% CAGR, change to another stock, no need to fossilize on the stock.
Josh Wolfe - Only blah blah blah? Thought he would recommend some stocks.
Claim to beat NET and FSLY, true? Aim to host the metaverse 
At the edge (sexy new name for client in client-server), need AI and cybersecurity. Which company is for cybersecurity at the edge? My half hearted deep dive indicates none of the current hot ones (CRWD, ZS, OKTA, S, PANW) are good at it, am I wrong?
Where are @BA_lurker and @Jil when we need them the most. Network traffic management is super duper important for low latency of metaverse, which one of the three,
Subspace
Cloudfare NET
Fastly FSLY
are best for metaverse?
I own a little of NET and FSLY, not sure which one to load up $50k-$100k. Any views?
NET is running up like a mad man… may be this is the ONE?
Top conviction - U
2nd - MTTR
3rd - SE or RBLX or NET (or FSLY or Subspace)… own a little of all the three… time to back up the truck…
I don’t know about metaverse but find the article @manch linked about NET.
Matthew Prince (CEO) wants to enter the cloud infra services market. Some context here
Regrettably haven’t read that… so verbose.
Prince’s goal to be the 4th hyperscaler got me SUPER EXCITED. Cloudfare could be a 1T company. Sky is the limit.
I sold my NET last week thinking there would be a dip!! I might have to eat my loss and get back in… 
Based on EWA, I prefer FSLY over NET. Potentially much higher return. For safety, wait for it to break above $48.23.
Around $200, NET is likely to experience a correction (10-20% price decline)… back to where we are now. Or worse, not likely.
If FSLY breaks above $48.23, it would stage a multi-month rally past $136… to $200+
U appears to have hit a multi-day peak wave (i).
MTTR is in the last rally to a multi-day peak wave i.
For me, no selling, just BTFD when wave two comes.
Fundamentals should tell you which to buy. Technical analysis only informs when to buy it.
Fundamentals mean? I don’t care about financials. Which one is more suited for metaverse? It seems that FSLY is better.
When to buy? Definitely not the right time to buy NET unless you want to momo trade.
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This is in the early innings. We need to have virtual meetings and parties where women can wear their NFT Dior clothes, LV bags, Hermes scarfs, etc, and men can wear their NFT Apple watches, Armani suits, Salvatore Ferragamo shoes, etc. Ofc, both carry NFT iPhone and MBP.
Make sure you understand what are posted. I am pretty you didn’t read the charts.
Pretty sure you didn’t read carefully what was said and didn’t read the chart, if you look at the charts in the CONTEXT of EWT, you would know I mean in a few years time. Not next day, a few days or even a few weeks. Don’t let me insult you again… you enjoy that? Go to learn EWT until at least you understand how to read a EW chart. I lost 
hrs responding to you.
According to voodoo EWT the third wave is the most powerful, isn’t it? So nobody is sure how high W3 will take NET to. Are you sure $200 is the absolute highest W3 will end?
In the end all these fancy voodoo misses the point. I bet NET is gonna be the 4th hyperscaler, to the big boy league of Amazon, Microsoft and Google. All trillion market companies.
