Two Overlooked AI Stocks Worth Knowing About

Cloudflare (NYSE:NET) is up 30% in the last year and powers an estimated 20% of the most valuable sites on the internet, but is it actually worth 300 times cash flow?

This week we do a deep dive on one of the most complex and consistently expensive stocks in the market, breaking down how Cloudflare's edge network acts as the tollbooth of the modern internet, filtering cyber attacks, optimizing performance, and now positioning itself as the infrastructure layer for AI agents.

We also break down Vertiv Holdings (NYSE:VRT), the data center infrastructure specialist sitting on a backlog so large its employees are booked out for the next decade. The demand is undeniable for the next 2 to 3 years but is the AI infrastructure buildout heading for a fiber bubble-style correction, or is this the foundational chapter of a generational infrastructure player?

Stocks & Companies Mentioned:

• Cloudflare (NYSE:NET)
• Vertiv Holdings (NYSE:VRT)
• CrowdStrike (NASDAQ:CRWD)
• Microsoft (NASDAQ:MSFT)
• Amazon/AWS (NASDAQ:AMZN)
• Alphabet/Google Cloud (NASDAQ:GOOGL)
• SpaceX (NASDAQ:SPCX)

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