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NET · Cloudflare

The world's largest edge network platform and a prime beneficiary of AI inference shifting to the edge — with Workers AI, R2, and Zero Trust all gaining momentum.

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OurAlpha

NET · Cloudflare — The world's largest edge network platform and a prime beneficiary of AI inference shifting to the edge, with Workers AI, R2, and Zero Trust all gaining momentum.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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