Company
Cloudflare
- Episodes
- 11
- Share
- 1.2%
- Shows
- 11
- Net sentiment
- +0.33
Up from 0.7% of episodes in the weeks before; net sentiment was +0.85.
Bullish 3Mixed 2Neutral 5Bearish 1
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Cloudflare. Longest episodes first.
Bullish 3
- Protecting customers against PHP vulnerabilities and seeing rising demand for its security services.Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning · TBPN · Oct 22
- Gating websites behind x402 microtransactions could change internet economics.When AI Agents Start Managing Money - Lincoln Murr | ATC #634 · Around The Coin · Oct 21
- Positioned as central infrastructure for security, agent payments and democratized web protection.Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht · No Priors: Artificial Intelligence | Technology | Startups · Oct 23
Mixed 2
Neutral 5
- Reported millions of hacking attempts during the PHP exploit wave.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In Podcast · Oct 23
- Reported millions of hacking attempts during the PHP exploit wave.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In with Chamath, Jason, Sacks & Friedberg · Oct 23
- Observed rapidly rising exploit attempts against sites it protects.OpenAI Uncovers a Decade Old Security Flaw · The Daily AI Show · Oct 22
- Its CEO reported exploit attempt volumes rising from hundreds to millions per hour.Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything · Empire · Oct 23
- Reported massive exploit attempts across its network after the PHP disclosure.The AI vs AI Battle for the Internet · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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