Cloudflare (NET) MARKET WAKE UP : Shows What’s Coming

@WallStreetPulse01

Cloudflare (NET) MARKET WAKE UP : Shows What’s Coming

Cloudflare is trading at 198.16 today, down 2.02 percent, and the market is treating this drop as a serious stress test rather than normal volatility. This video breaks down the expectation versus reality behind this move and why the market is suddenly re-evaluating the entire growth narrative around Cloudflare.

We look at the valuation pressure, institutional trimming, bond yield impact, technical breakdown below the 200 level, and how competition plus macroeconomic slowdown is shaping today’s price action.

Cloudflare is one of the most important internet infrastructure companies, with major bets on Zero Trust security, edge compute, Cloudflare Workers, R2 storage, and the larger “Supercloud” vision. But the stock price at 198.16 is reflecting a recalculation of risk, execution pressure, and the gap between the long-term narrative and short-term realities.

This analysis breaks down the behavioral side, retail reaction, institutional flow, competitive pressures from Zscaler, Palo Alto, Fastly, and Akamai, and why interest rates are acting as gravity on high-duration software stocks like NET.

This content is for educational purposes only.

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