Fastly might have the AI edge with Edge Computing

I'm not always a fan of 'narrative' for individual stocks, but in this day and age where everything needs a story attached to it, I can understand its appeal. The salient point to make here is, that once something develops a narrative that becomes widely known, we're a good part of the way down the road to that narrative failing. Nvidia had the CHiPS Act narrative behind it at a time of a prolonged, Fed inspired bear market, and the sheer ignorance of it's AI / Semi conductor narrative was ignored by too many for too long. But, now that the majority of the investing public can see the potential of AI and how it has upset the IGV / SaaS apple cart, it's time to look at which companies actually benefit from the astronomical increase in usage of LLM's and Coding tools. FSLY is one of those companies, offering Edge Computing services (processing data in localised servers rather than sending it to a central location). If the Agentic economy kicks off like many suspect, this name may be one of the stars of the scene. It has already been through its initial covid inspired boom / bust phase and has had a number of years to churn volume, kick out the impatient and await its next run. A quick glimpse at its chart and you see all its volume way down below price, and clear skies above. Stabilising over $19 should see a decent chance for a pump. There's always caveat's though; while the whole Western world is focused on finding the next big tech guy, the geopolitical uncertainty of the Trump era may see the valuable are in areas that many are not looking for (defence, energy). It remains to be seen, but while the US is winning, so too is Tech, and if Ai has democratised software building, FSLY may be a beneficiary as compute wars heat up.