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No. of Recommendations: 5
Good point SN -- and if they lost TikTok because Fastly refused to budge on price, that shows management is confident enough in the platform and long-term business prospects that they don't feel the need to budge on price.

I respect your decision to own companies you believe are less speculative.

If we see this happen with other customers like Shopify, Etsy, etsy, I'd get concerned. Bottom line is I'm giving the business and management a couple quarters to get through this.
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