Price, fundamentals, portfolio context, and research memory.
Data through2026-08-28
Observed price path$299.84
Activity+358.5%
Portfolio contextTracked position
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
90 trade records · 9 option records · 2025-01-06 → 2026-08-17 moatWide
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Clo…
physical / assetsModerate
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.
sw / hwSW 80 : HW 20
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ interconnections, Work…
Research memory55 coverage entries
Append-only ticker entries from the internal coverage database.
SW 80 : HW 20
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ in…
Moderate
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth…
Wide
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN…
Research archiveMoat and asset notes
Full portfolio moat / asset analysis
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Cloud" platform increases switching costs. Estimated $380B TAM. Revenue growth 28-30% YoY, reaching $2.5B+.
Full portfolio moat / asset analysis
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.
Coverage feedLatest entries
manual · sw-hw
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ in…
manual · physical-assets
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth…
manual · moat
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN…
Trade feedRecent records
Date
Action
Type
Relative size
2026-08-17
BUY
Equity
+10%
2026-08-14
BUY
Equity
+5%
2026-08-13
BUY
Equity
+3%
2026-08-13
BUY
CALL option
+88%
2026-08-13
SELL
CALL option
+100%
2026-07-24
BUY
Equity
+8%
2026-07-23
BUY
Equity
+8%
2026-07-17
BUY
Equity
+18%
2026-07-17
BUY
Equity
+18%
2026-07-16
BUY
Equity
+9%
2026-07-16
BUY
Equity
+9%
2026-07-15
BUY
Equity
+17%
2026-07-15
BUY
Equity
+9%
2026-07-15
BUY
Equity
+17%
2026-07-15
BUY
Equity
+18%
2026-07-09
BUY
Equity
+9%
2026-07-08
BUY
Equity
+17%
2026-07-08
BUY
Equity
+17%
2026-07-07
SELL
CALL option
+37%
2026-07-02
BUY
Equity
+8%
2026-07-02
BUY
Equity
+8%
2026-06-25
SELL
Equity
+80%
2026-05-29
BUY
CALL option
+42%
2026-05-29
SELL
CALL option
+55%
Open the working company page.
Authenticated sessions unlock the live watchlist controls, expanded market-data views, add-note workflow, and full internal timeline.
