Cloudflare (NYSE:NET) is positioning itself as the network layer that could help AI agents run, connect, and stay secure in real-world enterprise environments. That’s a powerful story, but the stock already trades with high expectations. The key question is whether Cloudflare becomes essential AI infrastructure or just another expensive growth stock.
Stock prices used were the market prices of May 4, 2026. The video was published on May 9, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
