What is Cloudflare: A Quick Explanation
https://www.cloudwards.net/what-is-cloudflare/
Definitely worth a read… seems to dumb it down a bit for relative technical buffoons like me.
FWIW: I took the opportunity today to sell a small amount of AYX and use the proceeds to buy DDOG at the discount (down about 8% today). AYX will be fine long term, but its growth slowed a bit, while DDOG is accellerating…also, my allocation in AYX is oversized and I’d prefer to have a little more DDOG at this price…i.e. I feel it is a buying opportunity for a company that literally just absolutely crushed their earnings call on every level…see prior posts for details on both AYX and DDOG…or read the recent earnings releases! 😉
User Comment: Jumped into DDOG myself today. Sold out my SQ position which had come back nicely but was ready to depart from it.
