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Showing posts with the label content delivery network

IB Net Payout Yields Model

Cloudflare: Still No AI Boost Detected

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Update - Nov. 18, 2025 Cloudflare could roundtrip all the way back down to $120. The stock still trades at 26x '26 sales targets despite causing this major outage today.  -Update: Cloudflare said it was starting to see some services recover, but “customers may continue to observe higher-than-normal error rates as we continue remediation efforts.” -Cloudflare (NET) shares slid 3.9% in premarket trading on Tuesday as a major outage at the internet security company has disrupted major apps, including X, ChatGPT and others. “Cloudflare is aware of, and investigating an issue which impacts multiple customers: Widespread 500 errors, Cloudflare Dashboard and API also failing,” the company said in a post on its systems status page. “We are working to understand the full impact and mitigate this problem. More updates to follow shortly.” Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Ori...

ChinaCache: China Internet On The Cheap

One of the more puzzling aspects of the China Internet stock boom has been the general lack of interest in ChinaCache International ( CCIH ) . Well until the stock recently got a major boost from limited publicity. Anybody following the original China Internet boom back in 2010 might recall that ChinaCache had a hugely successful IPO that soared 100%. The 'Akamai of China' quickly collapsed on the fears of fraud that hit every Chinese stock for the next couple of years. The stock has now doubled in the last month; yet it still trades at industry low multiples by an extreme margin. Read the full article at Seeking Alpha. Disclosure: Long CCIH. Please review the disclaimer page for more details.