$NET 20260227 165.0 PUT$ I jus-To The Moon - Tiger Brokers Online Investing Community - To The Moon

43
Comment
Favorite

mster
02-23 21:31

$NET 20260227 165.0 PUT$ I just sold cash-secured puts on Cloudflare because the "Claude Code" panic has created a massive disconnect between the stock price and the company's actual infrastructure value. While the broader security sector is getting hammered, I believe $NET is being unfairly dragged down by association despite its rock-solid Q4 revenue growth. I am betting on a swift reversal as the market realizes that autonomous AI agents actually increase the global demand for the edge network and security layers that Cloudflare provides, allowing me to collect a premium that is currently inflated by short-term fear.  

NET PUT

02-21 04:11

US20260227 165.0

Side	Price	Realized P&L
Sell Open	1.80	-405.00% Holding

Cloudflare, Inc.

# Trade Feed: Who is your favorite trader?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

43

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":535887555466712,"tweetId":"535887555466712","gmtCreate":1771853500848,"gmtModify":1771879830090,"author":{"id":4102815868703010,"idStr":"4102815868703010","authorId":4102815868703010,"authorIdStr":"4102815868703010","name":"mster","avatar":"https://community-static.tradeup.com/news/81a8fe18bd419696551df5320d8db477","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.20","exceedPercentage":"93.97%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":4823,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":3686,"starInvestorOrderShareNum":1216,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-8.99,"showRor":true,"investmentPhilosophy":"Weekly options to ride the wave of the market,","winRationPercentage":78.604119,"tradeVolumeEst":0},"themes":[{"themeId":"4e1ab37448a24dd39b7882426fc6fd27","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Trade Feed: Who is your favorite trader?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4e1ab37448a24dd39b7882426fc6fd27}&rnconfig={\"headerBarHidden\": true}","description":"Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the \"hidden gem traders\" that you've discovered!","image":"https://community-static.tradeup.com/news/e496e574dd744490c7b4f7959f83f5a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/OPT/NET 20260227 165.0 PUT\">$NET 20260227 165.0 PUT$&nbsp;</a><span>I just sold cash-secured puts on Cloudflare because the \"Claude Code\" panic has created a massive disconnect between the stock price and the company's actual infrastructure value. While the broader security sector is getting hammered, I believe $NET is being unfairly dragged down by association despite its rock-solid Q4 revenue growth. I am betting on a swift reversal as the market realizes that autonomous AI agents actually increase the global demand for the edge network and security layers that Cloudflare provides, allowing me to collect a premium that is currently inflated by short-term fear.  </span></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/OPT/NET 20260227 165.0 PUT\">$NET 20260227 165.0 PUT$&nbsp;</a><span>I just sold cash-secured puts on Cloudflare because the \"Claude Code\" panic has created a massive disconnect between the stock price and the company's actual infrastructure value. While the broader security sector is getting hammered, I believe $NET is being unfairly dragged down by association despite its rock-solid Q4 revenue growth. I am betting on a swift reversal as the market realizes that autonomous AI agents actually increase the global demand for the edge network and security layers that Cloudflare provides, allowing me to collect a premium that is currently inflated by short-term fear.  </span></body></html>","text":"$NET 20260227 165.0 PUT$ I just sold cash-secured puts on Cloudflare because the \"Claude Code\" panic has created a massive disconnect between the stock price and the company's actual infrastructure value. While the broader security sector is getting hammered, I believe $NET is being unfairly dragged down by association despite its rock-solid Q4 revenue growth. I am betting on a swift reversal as the market realizes that autonomous AI agents actually increase the global demand for the edge network and security layers that Cloudflare provides, allowing me to collect a premium that is currently inflated by short-term fear.  ","highlighted":1,"essential":1,"paper":1,"likeSize":43,"commentSize":0,"repostSize":45,"favoriteSize":0,"link":"https://ttm.financial/post/535887555466712","repostId":0,"isVote":1,"tweetType":1,"viewCount":2173,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NET","NET 20260227 165.0 PUT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"4102815868703010","orderId":"42298678651387904","kind":"TRADE","symbol":"NET","secType":"OPT","symbolHtmlTag":"<a href=\"https://ttm.financial/OPT/NET 20260227 165.0 PUT\">$NET 20260227 165.0 PUT$&nbsp;</a>","symbolHtmlTagHref":"https://ttm.financial/OPT/NET 20260227 165.0 PUT","symbolName":"NET 20260227 165.0 PUT","market":"US","action":"SELL","currency":"USD","symbolLogo":"https://static.tigerbbs.com/91a599f2a6a9910733ef832701e6cff4","showFilledQuantity":false,"nameCN":"Cloudflare, Inc.","orderType":"LMT","right":"PUT","strike":"165.0","expiry":"20260227","filledQuantityFinal":1,"avgFillPrice":1.8,"createTime":1771618318,"filledQuantity":"1","filledQuantityScale":"0","openFlag":true,"side":"DEBIT","contractMajorDescription":"NET PUT","contractExtraDescription":"20260227 165.0","legs":[],"completedFlag":false,"orderPnl":{"openRealizedPnlPercent":0,"openUnrealizedPnlPercent":-4.05},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":509,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}