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THEMIS SNIPE

Signal Detected

No data

Current Price

$24.58

live

Since Snipe

Buy Range

$20.89 – $23.35

WAIT

Based on: SMA200 at $9.76 provides support · SMA50 ($13.78) - 5% buffer · 52W low ($4.65) + 10% buffer

THEMIS SCORE

64Moderate Signal
Convergence (40%)55
Fundamentals (30%)75
Technicals (30%)60

CONVERGENCE BREAKDOWN

Sources25/40
Media Mix5/20
Quality5/20
Freshness20/20

GURU SCORE

3/10

MIXED

○○ENGINE
Weak: ROIC -9%, Rev growth 15%
●○SAFETY
D/E 0.46, Altman Z 3.4
●○MOAT
Gross 56%, Op -19%
○○REALITY
Weak: Piotroski 5/9, IQ -0.78x
●○TREND
Above SMA50, RSI 80

MARKET DATA

live

$24.58

+1.49%

Fastly, Inc.

Technology · Software - Application

Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

Mkt Cap: $3.7B

TECHNICALS

RSI (14)80.2(Overbought)
SMA StatusAbove both
52W Range$5 — $26

FUNDAMENTALS

P/E-30.37
P/S5.98
P/B3.97
FCF Yield1.6%
D/E0.46

CONVERGENCE INTELLIGENCE

3 sources · 3 mentions · 0% direct

TOP THEMES

AI-Accelerated Compute Infrastructure

1 source1x

peterdiamandis

Credit-Resilient AI Chip & Edge Compute Suppliers

1 source1x

Jordi Visser

Token-Efficiency Middleware for LLMs

1 source1x

Cheeky Pint by Stripe

SOURCE TIMELINE

3 entries · 7d

Mar 11, 2026

peterdiamandisYTinferred
Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238

Theme: AI-Accelerated Compute Infrastructure

Mar 10, 2026

Cheeky Pint by StripeYTinferred
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

Theme: Token-Efficiency Middleware for LLMs

Mar 8, 2026

Jordi VisserYTinferred
Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding

Theme: Credit-Resilient AI Chip & Edge Compute Suppliers