Cloudflare (NET) has more than doubled in Eric Bleeker's AI Portfolio

As seen on the 24/7 Wall St. homepage on July 14, 2026.

AI Portfolio · Eric Bleeker NET
Milestone +103.60%since recommended · 529 days
114.3%37.0%-40.3%

Cloudflare has doubled since Eric Bleeker added it to his AI Portfolio just over a year ago, riding a 103% surge on demand for edge computing and AI infrastructure.

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Cloudflare crossed the 100% return threshold after 529 days in Eric Bleeker's AI Portfolio, landing at a cumulative gain of 103.6%. The ride has not been a straight line — the position was down nearly 30% at its worst point before recovering and accelerating through the back half of the holding period.

The gains are tied to surging demand for edge computing and AI infrastructure, two areas where Cloudflare's global network is directly in the path of enterprise spending. The chart shows the position stalling and pulling back several times, but each recovery brought it to a higher high, with the final stretch pushing decisively past the doubling milestone.

For investors watching the AI infrastructure trade, Cloudflare's trajectory in this portfolio illustrates both the volatility that can accompany high-conviction growth positions and the potential payoff for staying the course through significant drawdowns.

Sources

Mentioned: NET

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