Hi Jeffrey,
Fastly is one that I am not too exited about it. It has high exposure to TikTok which is both a good and a bad thing. There is geopolitical risk here because of that and its share price has moved depending on US/China relations. It is certainly not cheap and it released quarterly results this evening that were inline with estimates.
IT guided to flat Q0Q revenue which isn't what one would expect out of a high growth company and for which you are paying very high valuations for. I'd like to see more growth out of the company to pay these prices.
Mat