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Top AI Infrastructure Stock in 2026

Sep 27, 2026

The creator discusses Cloudflare's strong revenue growth of 36% year-over-year, reaching nearly $700 million in a quarter, and positive free cash flow of $56 million. Despite not being theoretically profitable, the company generates more cash than it spends. With 45% of Fortune 500 companies as clients, the creator holds 172 shares of Cloudflare, valued at over $50,000, representing a 326% increase.

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NETBullishHigh ConvictionSignal-backedPrimary

Cloudflare (NET) is a top AI infrastructure stock with strong revenue growth, positive free cash flow, and a significant increase in the creator's holdings.

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Tracked calls opened from this post

NET
buy opened Sep 27, 2026
-6.08%