To The Moon

Clawdbot, an open-source autonomous AI agent built on Anthropic’s Claude, has gone viral, and developers are actively deploying it using Cloudflare Tunnel for secure remote access with zero port exposure, paired with Workers and Cloudflare’s edge for low-latency inference routing and execution. This is real agentic traffic flowing through Cloudflare’s stack, not a conceptual demo.

Price action confirms it. $NET surged roughly +11% to +14% across recent sessions, trading near $210–$211 intraday, signalling the market is starting to price Cloudflare as the middle-layer toll road for scaling AI agents.

This is not a one-off headline. This is proof-of-demand for the agentic internet.

⚙️ I see Cloudflare emerging as the execution and security middleware for AI agents

Autonomous agents will operate across local devices, enterprise environments, edge locations, and the open internet, not confined to hyperscaler clouds. Every agent that executes tasks, calls APIs, performs inference, scrapes data, or interacts with web infrastructure requires secure tunnelling, identity enforcement, real-time threat filtering, and latency-optimised routing.

Cloudflare occupies the critical middle layer between agents, APIs, endpoints, and the public internet.

Matthew Prince said it plainly:

The agents of the future will inherently have to pass through our network.

That is toll-road economics applied to AI-era traffic.

⚡ Why $NET holds a structural edge over hyperscalers and legacy CDNs

Hyperscalers provide centralised compute. Cloudflare controls distributed execution, inference routing, identity, security, and monetisation at the edge.

Core platform advantages:

• Cloudflare Tunnel enables secure agent connectivity without inbound exposure

• Workers monetise compute on a pay-per-inference model

• AI Gateway routes, caches, rate-limits, and observes inference flows

• Zero Trust enforces machine-to-machine and agent identity

• Bot and abuse mitigation becomes mission-critical as agent traffic scales

• Edge execution reduces latency and inference cost versus centralised clouds

As autonomous agents multiply, Cloudflare captures traffic, compute demand, security spend, and monetisation simultaneously.

🤖 Clawdbot is a demand preview for a much larger agentic wave

Clawdbot demonstrates what is coming next:

• Distributed AI agents

• Running locally and at the edge

• Executing tasks autonomously

• Generating persistent API and web traffic

• Increasing inference call frequency

More agents mean:

• Higher internet traffic volumes

• Greater inference routing demand

• Rising Zero Trust identity verification

• More bot and fraud mitigation requirements

• Higher edge compute utilisation

• Compounding revenue streams for $NET

This is infrastructure demand on a compounding curve, not cyclical excitement.

📈 Analyst conviction, financial momentum, and enterprise backlog reinforce durability

TD Cowen reiterates Buy with a $265 price target

RBC Capital maintains Outperform with a $265 target, framing $NET as a Tier-1 AI beneficiary

Consensus target sits near $232, with highs reaching $300

Recent RPO growth of 43% signals accelerating enterprise contract backlog and locked-in forward revenue

Cloudflare infrastructure reportedly underpins ~80% of leading GenAI companies

4Q25 guidance: Revenue $585.5M–$589.5M, EPS $0.27

Path to $5B ARR by FY28 remains intact

Cloudflare is being priced as long-duration AI infrastructure, not cyclical SaaS.

🧠 Strategic expansion strengthens execution moat

Cloudflare’s Astro acquisition expands high-performance web development tooling and deepens developer ecosystem stickiness.

Cloudflare’s own research highlights a technical glass ceiling on AI scaling, including latency, inference routing, and security bottlenecks, which its architecture is purpose-built to solve.

This places $NET at the centre of AI scalability constraints and solutions.

🛡️ Cybersecurity plus AI infrastructure remains one of my highest-conviction 2026 megathemes

AI expands attack surfaces. Security becomes structural, not discretionary.

My top cybersecurity compounders:

1️⃣ $RBRK — Security Cloud Sovereign strengthens data sovereignty and compliance

2️⃣ $NET — edge execution, AI routing, and traffic toll-road economics

3️⃣ $CRWD — $265M net new ARR, 73% YoY growth acceleration, ISO 42001 AI security certification

4️⃣ $S — Purple AI and agent-driven endpoint expansion

Gartner projects cybersecurity TAM growth from ~$201B to ~$309B by 2029, confirming a secular multi-year runway.

📊 Technical structure confirms trend resumption and continuation

I am aligned with the weekly Ichimoku cloud bounce, confirming long-term trend support

Tenkan has been reclaimed, signalling short-term trend strength

Price is now pressing into Kijun resistance, a trend continuation gate

Key structure levels from the current regime:

• Support zone: $186 to $194

• Pivot acceptance: $200

• Trend continuation trigger: $212 to $218

• Bullish expansion targets: $232, $265, and $300

Momentum profile shows accumulation behaviour, not a squeeze-only spike

This is a momentum regime shift, not a reflex rally.

🧮 Options flow, IV, and positioning signal bullish asymmetric interest

Recent flow indicates call-side dominance, particularly in:

• $220 to $260 strikes

• Medium-dated expiries aligned with earnings and AI catalysts

Implied volatility remains elevated but controlled, reflecting institutional positioning rather than retail froth

Gamma positioning suggests upside convexity if price sustains above $212, increasing probability of trend extension toward $232 and $265

Positioning supports continuation, not exhaustion.

🧬 My high-conviction core thesis

Clawdbot is not the product.

Clawdbot is proof that autonomous AI agents are arriving at scale.

Cloudflare is positioning itself as the execution, routing, security, identity, and monetisation layer of the agentic internet.

As AI agents scale, Cloudflare scales with them.

This is edge AI infrastructure, toll-road economics, cybersecurity compounding, and developer platform leverage in one company.

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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