Cloudflare Stock Is Attractive Even Near All-Time Highs, And Here's Why

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At first glance, Cloudflare $NET ( ▲ 0.74% ) doesn’t scream “AI winner.” It’s not building foundation models, and it doesn’t sell the chips. But under the hood, Cloudflare has quietly built a developer-first platform and global network that sits at the very center of how the internet — and now AI agents — communicate. As the way we use the web shifts from human clicks to machine queries, Cloudflare’s role is becoming less about content delivery and more about controlling the flow of intelligence.

At its current price of $187, NET is up 74% year-to-date and just 11% below its all-time high from the 2021 tech bubble. Despite this impressive run, the stock still looks like a compelling buy—it might be one of the most underrated AI infrastructure plays in the market today. Let’s break down why.

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