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Cloudflare (NYSE: NET)

Website security, content delivery, and performance services

Cloudflare is not a household name, but it sits in front of roughly 20% of all websites, providing security, content delivery, and performance services. That position — between the internet and everyone trying to reach it — has quietly become one of the most strategic pieces of real estate in the AI era.

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Interactive Performance Chart

NET was first recommended here on August 24, 2026