u/CardboardJunky

One of my favorite Ant cards. Panini did a great job incorporating the logo into it.

Fastly is in a transitory phase in their business. Once a boring CDN but now experiencing tailwinds from AI usage. Inference volume will continue to skyrocket as we move into the next phase of the AI wave. Fastly helps ensure low latency & high level of data security. As inference grows exponentially, edge AI use cases will also experience high levels of growth.

Last quarter affirmed their revenue growth acceleration was not a one off event in the prior quarter. Security revenue grew at nearly 50% YoY (but came in a little under analysts expectations) which triggered a sell off post earnings.

$AKAM also reported this week and surged on a recently signed deal with Anthropic. This is a positive catalysts for the sector as this validated the edge computing concept and the ability to see large recent gains for the foreseeable future.

I’m long $FSLY as I believe edge AI will take center stage over the coming years. This sector may be early, but a re-rating could occur as more hyper scaler deals fall into place.