fsly

$FSLY.US FASTLY +13.7%: AI JUST CHANGED THE STORY
Fastly (FSLY) shares jumped after its Investor Day revealed a much bigger AI opportunity.
⚡ AI traffic on Fastly’s platform is growing 6.5× faster than human traffic.
🎯 New AI Firewall + AI Runtime Control
📈 2029 revenue target: $1.1B–$1.3B
💰 Target operating margin: 20%–22%
🤖 Exposure to Meta’s Muse AI agent
Investor takeaway: Fastly isn’t just a CDN anymore — it’s betting on the convergence of AI, security & edge computing.
👀 The real question: Is FSLY becoming an overlooked AI stock?
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