Futurum Equities(@FuturumEquities):"I would not be surprised if they don't move anywhere for two years. Maybe even lower." -@StockSavvyShay $CRWD and Cloudflare are 8% of Shay's portfolio at 100 times free cash flow, his count. Shay on the opportunity cost in cyber, @danielnewmanUV on why it is a long-term hold.

Futurum Equities

@FuturumEquities

Actionable Market Intelligence Rebuilt for Retail | Reaching 1B+ Investors Annually Across Institutional & Retail Communities

가입 May 2025

10 팔로잉 중 21.9K 팬

Futurum Equities@FuturumEquities

2026.09.20 13:56

"I would not be surprised if they don't move anywhere for two years. Maybe even lower." -@StockSavvyShay $CRWD and Cloudflare are 8% of Shay's portfolio at 100 times free cash flow, his count. Shay on the opportunity cost in cyber, @danielnewmanUV on why it is a long-term hold.