NET — AI Infrastructure Leader Launches Stablecoin InnovationCompany Overview:
Cloudflare, Inc. NYSE:NET is a global leader in cloud connectivity and cybersecurity, delivering secure, scalable, and high-performance infrastructure for the modern internet. The company is evolving into a key enabler of AI-driven applications, with its Workers platform gaining strong enterprise traction to power large-scale intelligent workloads.
Key Catalysts:
Fintech breakthrough: The launch of the NET Dollar stablecoin bridges AI, cloud, and financial infrastructure, enabling automated machine-to-machine (M2M) payments and introducing new recurring revenue models.
Enterprise growth: Added 219 new large customers in Q2 2025, highlighting accelerating adoption and market leadership.
AI ecosystem expansion: Increasing integration of Cloudflare’s edge computing network within enterprise AI frameworks positions it at the core of the next-generation digital economy.
Investment Outlook:
Bullish above: $188–$190
Upside target: $380–$390, supported by AI infrastructure dominance, fintech innovation, and accelerating enterprise demand.
#Cloudflare #AI #Stablecoin #Cybersecurity #Fintech #DigitalInfrastructure #EdgeComputing #Investing #NET
Digitalinfrastructure
Hut 8 Corp (HUT) From Miner to Digital Infrastructure PowerhouseCompany Overview:
Hut 8 NASDAQ:HUT is transforming into a next-gen digital infrastructure leader, blending Bitcoin mining, AI compute, and cloud services for diversified, long-term growth.
Key Catalysts:
Major Operational Upgrades ⛏️
79% QoQ jump in deployed hashrate and 37% fleet efficiency gain in Q1 2025.
Positions HUT for cost-effective BTC production as crypto markets rebound.
Massive Bitcoin Reserves ₿
10,264 BTC on balance sheet (~$847M as of Mar 31, 2025).
Acts as a digital asset custodian + infrastructure operator, offering leveraged upside to BTC.
Diversification into Compute & AI Infrastructure 🧠
Q1 Digital Infrastructure + Compute revenue tops $21M.
Reduces mining dependency and captures tailwinds from AI and HPC demand.
Investment Outlook:
Bullish Case: We remain bullish on HUT above $15.00–$16.00.
Upside Target: $30.00–$32.00, driven by crypto exposure, AI-driven growth, and operational scaling.
⚙️ Hut 8 – Mining the Future of Digital Infrastructure.
#HUT #Bitcoin #CryptoMining #DigitalInfrastructure #AICompute #HPC #Web3 #BTCExposure