Dan Kent

Prince said on the latest call that AI usage on the network and specifically with workers was up 600% in the last quarter over quarter.

So that's not year over year.

They have a new deal with Anthropic as well, too, which is basically agents need sandboxed compute close to the edge.

with code execution, identity, auth, security baked right in.

And so Cloudflare Workers essentially allows code to be executed at the edge.

In other words, closer to the user, faster speeds, better inference.

Cloudflare has always been a very compelling product for people compared to just using the hyperscalers.

And with agents, it's a perfect combo.

So right place, right time for a historically very great product.

And I think Cloudflare is going to keep growing from here on out.

It's expensive stock as per usual.

Yeah, that's the security layer.

Like bot identification, bot protection.

That's what Cloudflare will do in what it calls its network or security services.

There's no way it helps serve bots.

All it does is hold me out of the website.

So what's your second name here, Brayden?

The second one has been a pretty obvious winner, but it is in that second order effect, which is Vertiv, ticker VRT.

This is the leader in power and thermal cooling for data centers.

75% of their revenue comes from cooling inside of data centers.