Detailed view for this entity.
“And for my second stock pick, I got to go with Cloudflare, which is a stock that's up 77% in the past year. And this is a company that's riding kind of two market tailwinds.”
“Cloudflare has had exceptionally strong revenue growth despite the fact this is a multi-billion dollar per year company.”
“Cloudflare's moat again is their technology. The company's customers currently make up 38% of the Fortune 500. And there's even this meme that the entire internet is built on AWS. But then AWS is actually propped up on Cloudflare's network, which is basically running the entire modern internet.”
“And this isn't short-term growth. This company has been growing like crazy for a very long time.”
“they've basically become their own cloud comparable to a Google or a Microsoft or an Amazon web services.”
“Cloudflare has also acquired the AI data marketplace, human native, which connects software developers with people who create data like writers, as well as acquiring replicate.”
“which is why they say they get 10x the amount of work done for the same GPU which could be pretty important considering how much these companies are spending on data center buildout right now.”
“So I currently own 172 shares in Cloudflare worth $36,000 and that is up just over 200% overall.”
“What's crazy is Cloudflare has managed to build so many services together that they've basically become their own cloud comparable to a Google or a Microsoft or an Amazon web services.”
“one move he's making is starting to collaborate with leading payments companies to enable agentic commerce.”
“Cloudflare has also acquired the AI data marketplace, human native, which connects software developers with people who create data like writers.”
“Cloudflare just wants AI agents to accomplish stuff as efficiently as possible. which is why they say they get 10x the amount of work done for the same GPU which could be pretty important.”
“I tend to agree with the thesis that um you know a distributed framework is or is the best way from a infrastructure standpoint to handle a lot of inference like you know the reality is not all um types of queries and um agent activity is going to be needs to wherever actually should you go all the way back to the data center.”