Fastly's rapid growth is more fundamental than increasing internet use during the pandemic; Fastly is a variable expense for high growth internet companies.
Referring to CDNs as commoditized is only partially true, Fastly offers differentiated structure on the developer side.
Edge computing is designed to reduce the strain on the internet infrastructure; this creates a monetization problem for Fastly.
There's no reason to believe Fastly's tailwinds will not drive significant revenue growth in the foreseeable future.
A good business is not worth buying when the market's expectations are high, and profitability level certainty is low.
Fastly (FSLY) has been one of the market's biggest winners since the COVID-19 fueled meltdown. The company exceeded expectations in its most recent earnings report, but the stock sold off. Fear has been