Edge Computing and CDN growth will be exponential - Zoom out!

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The recent market reaction to 4Q 2020 earnings report was less than stellar even though it was a beat on both the top and bottom line. I imagine the weaker guidance is only temporary will be bigger as more businesses pivot to the cloud and hence, edge computing for content delivery. We are long.

$26.62 Billion Edge Computing Market - Global Forecast to 2026: Market will Grow at a CAGR of 37.5%. Let that sink in.