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Two Overlooked AI Stocks Worth Knowing About

Two Overlooked AI Stocks Worth Knowing About

Author: MyWallSt July 30, 2026 Duration: 41:36
Stock Club
BusinessInvesting

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)


At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.


Each week on Stock Club, the team from MyWallSt gathers to break down the movements and ideas shaping the market. This isn't about hype or frantic trading tips; it's a grounded conversation focused on understanding how investing actually works. You'll hear them analyze specific stock news and discuss the strategies behind building lasting wealth, all with the aim of making you a more thoughtful and confident investor. The discussion in this podcast naturally evolves from the week's most significant events, offering clarity on complex financial stories without relying on jargon. Tuning in feels like being part of a straightforward, informed discussion where the priority is long-term perspective over short-term noise. For anyone looking to deepen their grasp of the business and investing landscape, Stock Club provides a consistent, reliable space to learn. It’s the regular check-in that helps demystify the market's shifts, emphasizing education and insight as the true foundations for success. You can find Stock Club wherever you listen to podcasts.
Author: Language: English Episodes: 50

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