I sold my poor Stitch Fix to raise some cash last week. I recently nibbled on $NET after hours because of FSLY downside guidance (personally never liked FSLY for numerous reasons, hindsight is 2020, but I am glad I don’t own them). Not saying they wont do great in the future, I just don’t prefer usage based model and fluctuation of revenue. I also have friends who swear by CloudFlare without bias.

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