$Cloudflare(NET)$
Micro thesis:
Undervalued based on revenue generation, user stickiness, cashflows, market share (especially in CDN - edge computing etc—unbeatable 80%+ share). Management has history of beating forecast. Previously undervalued because of market tech pessimism, 80x ebitda valuation, interest rate uncertainties etc. Will beat forecast after Feb10 earning release. 10-30% upside.

A more macro thesis:
Market undervaluation of intangible asset (especially for companies with newer earning & growing model like Cloudflare). Cybersecurity. The rise of CDN and transition from cloud to edge computing.