FSLY Fastly Inc

$FSLY No hurry, don't chase, they love love love to pull this down on you. Epic upside ahead^ with patience!

$FSLY Looking for it to break $27.30 hopefully by end of the month. Either way, no hurry, this stock requires patience.

$FSLY IMO, The Xfinity/Peacock - FSLY news is significant, somehow its very under the radar with wall street. Patience, this stock is going to rip faces off (seriously) when it starts.

$FSLY Watching Fastly; Traders Circulating X Post From Independent Tester Saying Fastly Carried 29.3% Of Meta Muse Agent Traffic, Including All Browser Navigation Tasks, In 738 Tests; Cloudflare Carried 37.0%

$FSLY Unpriced AI Catalyst for Valuation Re-Rating The data indicates that Fastly accounts for 29.3% of Meta Muse's outgoing web traffic. Expansion of High-Margin Edge Compute Fastly is executing 100% of Muse's "Interactive Browser" capabilities, which involve handling real browser sessions, rendering, and JavaScript. Fastly also powers 100% of the "Browser Agent" capabilities utilized for autonomous browsing and multi-page tasks. These are resource-intensive, dynamic operations that fall squarely within Fastly's edge compute segment. Because autonomous AI agents must natively navigate real-world websites and parse JavaScript to execute tasks, Fastly is positioned to capture compounding compute consumption revenue as agentic AI scales.

$FSLY yowsa.....another $40 or so will get it to a 10billion market cap...which is where it should be anyhow $NET $123 Bill

$FSLY Did you even read this before you posted? This doesn’t reach a conclusion at all and says so plainly

$FSLY this comeback vs $NET reminds me $AMD when it was trading at 4$ and everyone was hyping $INTC. $FSLY will be triple digit stock soon.

$FSLY the Akamai deal calls the bluff of analysts trying to downplay the Muse impact here, which is the reason we were down 10% today. If an Anthropic deal is valued at $12B over several years imagine what a Meta deal could truly be worth… they’re playing this down because a lot of shares need to be covered and accumulation is happening in overdrive. Look at the volume this week.

🟢 $FSLY 25C Sep 25 💰 $81,500 premium 💵 $1.65/contract 📊 2.2x Vol/OI 📍 Spot $25.94 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$FSLY Anyone else see the details for the $AKAM deal Akamai is now on the hook for billions in CapEx spending on new hardware and is offering equity warrants to Anthropic. The same Anthropic that’s been begging the government to regulate it and slow it down If an arms race has started for edge companies, $ORCL used to make the most sense to acquire Fastly, now I think a better fit would be $SPCX and xAI…. Not financial advice

$FSLY this stock is about to explode....10% short float will help....Muse #1 agent for the next couple months at least

$FSLY clowns calling for a pull back better check the new product offering in security space and think $CRWD which trades at 50x sales vs fastly at 6x.

$FSLY up ~14% on Stocktwits and suddenly everybody remembers Fastly exists AI security + edge computing has definitely brought this one back into the conversation. After this year’s run though…

$FSLY Differentiated Moat in the AI Infrastructure Stack The traffic breakdown reveals a distinct architectural split in Meta Muse's routing. Cloudflare handles 100% of the static, command-line operations, including "Terminal / curl" and "Space Backend". Conversely, Fastly completely dominates the complex, latency-sensitive front-end rendering. This dichotomy indicates that Fastly has secured a highly defensible moat for interactive browser automation, clearly separating its technical value proposition from Cloudflare for dynamic, consumer-facing AI agent workloads.

$FSLY so they are projecting 18% CAGR over the next 3 years according to the investor day presentation. This is by no means bad at all but it’s also not elite tier and I think that’s what the algos are reacting to here. 18% is very conservative and that’s probably intentional, but short term this price action leads me to believe we won’t be getting a 30 handle this quarter, may retest that $18 level, which is where I will add some more if it does.

$FSLY Fastly (FSLY) – Latest Major News Fastly announced a strategic partnership with Comcast to integrate Fastly’s edge cloud technology into Comcast’s network across the U.S., including 200+ Comcast Edge Compute locations. The partnership aims to bring content and applications closer to millions of Xfinity users, with potential applications in streaming, gaming, security, and AI. Bullish catalyst: This strengthens Fastly’s Edge Cloud strategy and could create significant long-term revenue opportunities. Important: No financial value or expected revenue from the partnership has been disclosed yet.

$FSLY This Stocktwits board for Fastly is funny stuff to watch Fastly executive lay out a strong roadmap and a more than reputable investor conference, stock barely jumps to where it was 2 weeks ago at the end of August and suddenly random accounts pop up “Woah, I’m taking some of the table.” “Selling some” “Too rich for me. I’m out” Not investment advice. Do your own DD

$FSLY institutional ownership has increased massively since Q1 earnings report. This thing is nearly 100% owned by institutions now. Of 563 institutions, only 3 are short only. The top 10 holders own about 40% of all shares. Just look at this chart over the last 4 years and suddenly institutions can’t get enough of this. This is a remarkable graph folks. The cap table is a who’s who of big money names. I feel like something very special is about to happen here…

$FSLY up 13% yesterday..down 10% today.all on no news..wild...AI security still the best sweet spot in technology ..