$NET: The $464 Vision - Betting on the Edge AI Supercycle

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Most analysts are looking at $249, but they are missing the forest for the trees.

Cloudflare isn't just protecting websites anymore; it’s the operating system for global AI inference.

The Setup: We are currently consolidating after a massive 3X run from the April 2025 lows.

I’m looking for a reclaim of $215 to confirm the move back to the ATH $260 range.

The Target: If the $5B ARR target is pulled forward by AI demand, a $464 price point represents a realistic 2027/2028 'blue sky' valuation.

Entry: $185 - $195 zone. Invalidation: A weekly close below $168 (200-day SMA).



#NET #Cloudflare #AIStocks #Breakout #TechStocks #CloudComputing

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