BLZE Backblaze Inc - Ordinary Shares - Class A

$BLZE — Backblaze is a cloud-storage company that recently landed a five-year, $335M storage agreement with CoreWeave. AI infrastructure needs enormous amounts of storage too, not just GPUs.

B. Riley Securities highlighted Backblaze as one of its top ideas following its 9th Annual Consumer & TMT Conference in New York, where management teams from 45 public companies met with analysts. Backblaze was rated Buy with a $24 price target. B. Riley said the AI boom is creating an infrastructure ecosystem beyond major cloud providers, with storage capacity becoming increasingly important. Semiconductor manufacturers are strategically aligning with neocloud providers, supporting sustained demand for cloud-storage services. The firm said Backblaze has a favorable competitive position, noting that no non-hyperscale competitor currently matches its combination of scale and performance. Backblaze plans to significantly expand the throughput and capacity of its storage cloud over the coming years to support demand. The company recently reported second-quarter revenue above expectations and subsequently raised its full-year outlook. $BLZE

$BLZE buy now while its cheap. This baby is gonna be massive in 2027. Massive contract with $CRWV is just the beginning $MU $SNDK $NVDA

$BLZE added 13.01 needs volume print above 13.84 should get it back to 14.50-14.60 Premium in calls not there yet but we shall see

$BLZE remember private offering. 175 million. Conversion rate is about $21.7 per share. It will get there soon

$BLZE $BBIO $MX I trimmed some names that are kinda limping and restarted or started positions in these three names I'm quite bullish on at the bell. So far so good. Basically I'm casting a wider net because macro is in the dump.

$BLZE does anyone think of what I think of when I see the word backblaze 💦 I have problems 🤣

$BLZE earnings should be in about a month. If this hits $12, I’ll start adding bigger amounts. I’d like to get about 8k - 10k shares before earnings

$BLZE Anthropic to spend $518 B on cloud / infrastructure commitments - this should make others in the space on the move to look at companies that can fit into their own networks. Someone will have BLZE on their radar. In the meantime, looking for 13.85 than a re-test of 14.64 and higher.

$BLZE like a few pointed out, we filling gap in the 12$. if down momentum were to continue, we have another gap in the 8-9 range 🤔