Cloudflare Inc. Class A (NET)

Cloudflare Inc. Class A (NET $217.38)
- $217.38 Cap: $75.75B
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Flex Ltd. (FLEX $63.60)
- $63.60 P/E (TTM): 25.92X Cap: $22.36B
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Arista Networks Inc. (ANET $143.38)
- $143.38 P/E (TTM): 54.43X Cap: $180.20B
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ASML Holding N.V. (ASML $1,009.81)
- $1,009.81 P/E (TTM): 44.04X Cap: $386.66B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $304.71)
- $304.71 P/E (TTM): 41.64X Cap: $1.58T
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Cloudflare Inc. Class A (NET $217.38)
- $217.38 Cap: $75.75B
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Applovin Corporation (APP $602.30)
- $602.30 P/E (TTM): 83.94X Cap: $203.72B
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Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!

Read Answer Asked by Dawn on September 16, 2025

Cloudflare Inc. Class A (NET $217.38)
- $217.38 Cap: $75.75B
- View NET Profile
- View Questions on NET

Q: I red recently an article on insiders who have sold a significant stake of this company since the last months to the point where it seems justified to raise a red flag for investors. Can you give me your appreciation?

Thank you very much

Read Answer Asked by Gabriel on September 11, 2025

Procter & Gamble Company (The) (PG $147.42)
- $147.42 P/E (TTM): 22.66X Cap: $349.38B
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UnitedHealth Group Incorporated (DE) (UNH $361.15)
- $361.15 P/E (TTM): 15.59X Cap: $327.08B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.42)
- $219.42 P/E (TTM): 85.84X Cap: $279.15B
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Cloudflare Inc. Class A (NET $217.38)
- $217.38 Cap: $75.75B
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Topicus.com Inc. (TOI $137.61)
- $137.61 P/E (TTM): 74.22X Cap: $11.63B
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Q: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!

Read Answer Asked by Kasia on September 03, 2025