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Ultimately decided, we've had Cloudflare since late 2019, early 2020. Not ready to trim yet, even though it is sort of on the watch list to trim that position.

We think ultimately there's probably going to be a run higher in the market through the end of this year and first month or two of 2027. So we're gonna wait and see.

I pulled up Cloudflare, Akamai, and Fastly again, and also added in Nokia. A large part of this is because the CDN companies, yes, they are actual infrastructure businesses. There is hardware here that Cloudflare, Akamai, and Fastly are managing, but they make most of their money via usage and software, so a very different type of business model versus Nokia, which primarily earns revenue and profit from selling equipment.

And so Mike, here as we move to your next one here with Cloudflare and we look at Cloudflare, I mean, a little volatility within, but overall momentum to the upside for Cloudflare, we're looking at a 50 plus% gain year to date here. How are you approaching Cloudflare?

Next up into two charts that are lifting off very nicely today despite this tech earnings after hours. That's A net and LITE. Now you can see here with A net most recently we got above this inclining trend line, broke above, retested, broke back above and did so with authority today.

Now near-term resistance tomorrow, this is going to be a major sign for it to beat 20367. If we can gap up above that we've got a clear path to go back and re-attack all-time highs which also happens to be right at the top of this parallel channel right around $213.64.

This is an image from Cloudflare. This is their global network.

And to stay competitive, modern CDNs have progressively added more and more services like cybersecurity or especially in the case of Cloudflare. They've added a lot of AI products as well that are aimed at developers looking to secure their AI workflows or actually build their AI workflows like Cloudflare's Workers platform.