Fastly Trade Idea: Betting on Margin Repair and AI Edge Momentum
Fastly is executing a structural transformation: higher-margin Security and Compute revenue is outpacing legacy networking growth, adjusted profitability is improving, and the stock has pulled back from its April highs. At $16.87 the risk/reward looks asymmetric for a position trade as investors digest growth vs. valuation. This idea lays out an en…