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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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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