The Next AI Supercycle Is Here — 5 Stocks Positioned to Win Big!

You want to know what are the five stocks that I own right now that I believe are best positioned to absolutely dominate the biggest technological shift since the smartphone. I'm talking about the Aentic AI edge computing super cycle. Everybody's still fighting about the last cycle, that phase 1 infrastructure cycle and it's still going on and there's still money to be made. But the next cycle, the next phase in AI, it's already here and I'm going to break it down. Now, before I get to the stocks, and I know that you want the stocks, but we need to understand what we're investing in here because anybody on the internet on YouTube can throw five tickers in front of you and say, "Buy these." And that's not what I'm doing here. I WANT YOU TO UNDERSTAND the thesis why I'm investing in these companies. I want to provide the information to make you a better investor. Because when you understand the thesis and you have your own conviction in these stocks, you're going to hold to the dips. You're not going to buy high and sell low. You're going to hold to the dips. You're going to have conviction. You're going to buy more. And that's where the money's made. So what exactly is a gentic AI? Let's break it down in simple terms. The old AI, think of chat GBT in 2023, a chatbot. It's reactive. You type a question, it gives you an answer. That's it. You're in control and you're the driver. Aentic AI is completely different. These are the AI systems that can actually plan. They can take actions. They can use tools. They can talk to other AI systems. They can complete multitask steps without any human intervention. Think of it like this. Old AI is a calculator. You punch in the numbers and you get the answer. Aentic AI is like your own employee. You can say, "Book me the cheapest flight to Vegas for next weekend. Add it to my calendar and notify the team." And the AI, well, it it just does it for you. It searches the web. It finds the best flights. It books the flight. It checks your calendar. It updates the calendar, books the hotel, sends the messages to the team. No supervision, no handholding. It just executes. And we're at the infancy stage. So, this is just going to get way more complex. Now, here's the stat that changed my thinking. And I knew this was coming, but I'll be honest with you guys, this is coming faster than I would have even imagined. And this is the real data point from one of our stocks that I'm going to cover today. They run a massive portion of today's internet infrastructure. They just reported that 52% 52% of all crawler requests on their network are now coming from AI systems, not from humans. So, AI is more traffic than humans at 52%. A year ago, that number was only 22%. It's over doubled in a single year. That tells you that something massive is happening and it's accelerating quickly. Now, edge computing, what exactly is that? So, think of the old internet model. Everything goes in a giant data center somewhere far away. The data is processed and the answers come back to you or the data comes back to you. And this works fine when you have the time and you don't latency is not an issue. But AI agents and physical AI both they need to make decisions in real time without any latency or lag. So think autonomous vehicles, humanoid robotics, industrial robotics, live security threat detection. They can't wait for a round trip to Virginia. The data needs to be processed right where it is as fast as possible. So this is the edge locally and fast. So when you put aentic AI, millions of AI agents firing off requests 24/7 and you mix that together with edge computing that processing needs to happen very fast and very close. What do you get? You get an explosion in demand for networks, for memory, for security, and of course custom chips, different chips than when we think of phase 1 infrastructure chips. And that right there, ladies and gentlemen, is the investment thesis in one sentence. And here's the part that I absolutely love as an investor. that $1.5 trillion plus in capex, the buildout from the hyperscalers, the Googles, the Amazons, the Microsofts, the Metas, even Oracle in that mix, it's rotating. It's rotating away from pure GPU clusters into networking, optics, edge security, memory, and storage. The bottleneck is moving. And our five stocks today sit right in the middle of that bottleneck. Now, guys, I own all five of these stocks at lower prices. I want to be crystal clear. I'm not telling you to go out and FOMO chase tops and go buy today's prices. That's not what this video is. This video is education. This is my investing thesis for my money. You have to DCA dollar cost average and size appropriately. Remember, you're a money manager and this is not financial advice. Stock number one, and guys, this is the one I'm most specifically excited about for this exact Aentic AI theme. And I still don't think that most people fully understand what this company is actually building. Cloudflare, the ticker, nothing but net. In plain English, what does Cloudflare actually do? Think of them as the traffic cop and the security guard for the internet. When you visit a site or when an app calls another app or when your AI assistant, your AI agent, reaches out across the web to pull in real time information, a massive percentage of that traffic is actually flowing through Cloudflare's network. They operate what's called a connectivity cloud. Edge locations, think of them as many data centers in over 330 cities across the world. So instead of your request going all the way to a server farm, which could be a thousand miles away, it'll route through the closest Cloudflare node. And this is exactly what you're going to need with AI inference. We talk about training being in phase one infrastructure. We talk about inference being part of edge and cloud. It's faster, it's cheaper, it's more secure. And as AI agents multiply and that M2M traffic, that machine to machine traffic, it grows exponentially, Cloudflare's network becomes more valuable with every single request. And wait till you see what these guys are building. Cloudflare recently hosted what they called agent weeks, a full week of product announcements specifically designed for the Agentic AI era. Compute for agents, security for agents, identity tools, so you can actually verify which AI agent is talking to which. And they announced something called 402 protocol. So, this is basically a micro payments gateway that allows AI agents to pay for services all autonomously without a human pulling out a credit card. It all is done autonomously. The last piece, it's not on most people's radar yet, but think about it. When AI agents are transacting with each other, buying compute, acquiring data, paying for API calls, you need both a payment and an identity layer underneath all that. Cloudflare is building that layer. It's an ecosystem. In fact guys, the company has completely redesigned its entire business model to be a Gentic AI first. And this is not a pivot. This is something that the company saw in advance. Matt Prince is a CEO of Cloudflare. And I think he's truly been a visionary with what a Gentic AI is going to look like. Now guys, this presentation, this deck is 193 slides, and I encourage you to go to the investor relations page and take a look for yourself. But rapid fire, some of the highlights. Cloudflare's vision for developers is to help build a better internet with a modern cloud platform. They said last year that more code was going to be written in the next 5 years than in all of history. And we're already to a great start to beat that number. You can see an explosion in coding productivity. They want to scale to billions of agents. A big focus here on lowering the total cost of ownership by 50%. This discusses how internet traffic is changing as a result of agents driving demand. This section talks about Cloudflare OS allowing you to equip and enable every team member to do more. And here's the Aentic Workspace. There's a little demo in here. They're saying that Cloudflare is built for this moment. The business model of the internet's changing. Cloudflare is the only cloud built for the Aentic internet. Orange is the new cloud. Now, look at this adoption. It's unprecedented. Years to 1 billion users globally. Internet took 14 years. Gen AI 2.5 years. This is two and a half times faster than any other platform shift. The smartphone being six years. Cloudflare's mission is to help build a better internet. Only cloud built for a gentic internet. Here are some of the customers that run on Cloudflare. Leading AI companies already run on Cloudflare 2. 78% of the top 50 generative AI web products by monthly visits. 78% run on Cloudflare. Developers are building their agents on Cloudflare. And here's a flywheel. We love flywheels at Fired Up wealth. payment system, analytics, value discovery, and more. They say they're the best at identifying, classifying, and controlling bots. An easy button for well-behaving crawlers and agents. Cloudflare does not compete with publishers or AI labs. And this payment systems part gets really interesting. Basically being a bridge with the traditional payment ecosystem. I mean, Cloudflare has seen a 1,700% increase in daily AI agent requests just on their network in one year. I mean, this is staggering. Just look at that. One thing of note here is 117% DNR. We're in the middle of a platform shift. Cloud, social, mobile, now AI and AENTIC AI. With this, 1700% increase, I think it speaks volumes. This is from June 1st, 2025 to May 31st of this year. And you can see the enterprise momentum is continuing to build. What this is saying is that 1 million plus customers represent less than 1% of Cloudflare's paying customers and they think they can grow this number. And this is across all industries. So you can see everything from communication services, healthcare, and more. This is a money slide right here to really understand what the business is about and how much it's innovated over the years. So now they want to connect, protect, and build everywhere. Here are some of the drivers of high sustainable growth for Cloudflare's future. Expanding TAM, growing pipeline. I mean, if you look at the TAM and the pipeline they're growing, the amount of things they're doing, the products they're adding, there's a lot of opportunity with this company longer term. And this is a great snapshot to show you exactly what I'm talking about. You've got your Cloudflare 1 here, developer services, network services, zero trust services, you got application services, and that TAM's growing across the board. This is 2029 showing a $384 billion TAM. And of course, always take these numbers with a grain of salt because it's a company deck. So, there's kind of rosecolored glasses here, but their large customers are getting larger, 42% of the Fortune 500, and their land and expand model is fueling platform adoption. And you can see 10 plus products in that dark blue. And that number is growing exponentially and I think it can continue to grow. 43% year-over-year growth ARR in Cloudflare 1 developer up 137%. The company's goal before year end 2028 is $5 billion in annualized revenue. And with that they want to have a 50% rule of 40. They call it the rule of Northstar. Here's a snapshot of the longerterm operating model. And the company wants to achieve GAP profitability by 2028 at the latest, which would be huge for investors. Now, trust me, I know that was a lot of data. Rapid fire. Tried to give you the highlights as fast as I could. Next, let's look at a chart. Now, I will say this, guys, it's an expensive stock. It's in that cloud SAS arena. I tell most people to be careful with these, especially if you're a new investor. And this again, I'm going to say it. This is not a cheap stock where it is right now. Now, we were fortunate enough to buy this stock in the $ 35 and $40 range years ago. And you have to be careful FOMO chasing here because this stock was just under $100 April 2025. Of course, now it's 276. That R3 is 309. The 50-day simple moving average is down here like at 229 230. So, you're roughly like 50 4550 bucks higher than the 50-day simple moving average. So, definitely be careful with this. It's one I would put on my radar on my watch list on any pullbacks. It could be a great opportunity for long-term investors. You always have to do what's best for you, your money, and your portfolio. But I just gave you the data and I believe there's tremendous long-term opportunity for Cloudflare. I'm holding the stock long. Stock number two, and this one falls right in the backbone, Arisa Networks, ticker AET. What does the company do in plain English? They make the high-speed networking switches, the software, and the infrastructure that moves data around inside of these data centers and even between data centers at speeds that are essentially incomprehensible. If Cloudflare is the highway system connecting users to the agentic internet, Arista is the infrastructure inside the data centers, the switches, the routers, the networking fabric, and lets thousands of servers communicate with each other in real time. And here's why Arista Networks is a super cycle play. In the first wave of AI, the training phase, you could cluster 10,000 GPUs together in one building, you can wire them up tightly and go very dense, very centralized. But inference actually using the AI model. Well, that's a completely different thing. Especially when you're talking about hundreds of millions of potential users using it simultaneously. Now, that is distributed. It's dispersed across multiple facilities, multiple locations, geographies. This is the money slide for Orisa Networks going back to 2014, making them the number one market share in data center switching. It required some M&A, some vision, and now they're positioned very well, not only for that phase 1 infrastructure, but also Aentic AI, edge computing, physical AI, and more. So, this is the leader in datadriven networking. One thing a lot of people don't realize about Orisa networks is that software is part of the business. In fact, about 15 to 18% of the company's total revenue is software. Also, this portion of revenue is highly recurring. So, you're talking about recurring revenue like a a software as a service type model within Arista Networks. And you can see that they're a leader across networking segments. So, on the left you got data center switching. So, competing primarily against Cisco in the United States, Huawei for China, but very strong in all three of the segments that you see on your screen. So, 10,000 plus customers choose Arista Networks. And if you were paying attention in that first part, I showed you some some video highlights of XPO high density liquid cooled pluggable optics. I think this is a big part of the company's future. So here so here are some of the 2025 achievements including AI workload performance, AIdriven campus and branch network offerings, collaboration with industry leaders and more. It's kind of funny. This is part of their slide deck and you can tell that it's an AI generated image but LLM's aentic AI and physical AI all flowing up to that network the central nervous system. So here's some growth drivers addressing $ 105 billion TAM continued growth ahead and switching market opportunity. This is interesting here showing you that Cisco losing market share in dollars and imports while Arista is kind of taking that over. And it took them a long time. This goes back to 2012 market share by revenue for 100 gig, 200 gig all the way to 800. And here's a great snapshot of all the different Arista networks platforms. So, data center, Ethernet, routing, and more. And of course, that software layer sits in the middle and feeds all four. And you start to get in the weeds with some of this. I mean, it is technical, but understand that Arisa Networks is doing great things when you think of network diagnostics, when you think of infrastructure. They're calling this datadriven network as a service platform. This is showing you training and inference. So, scale up, scale out, scale across, they do it all. Now, I could spend a ton of time going through this deck, but in the interest of time, I'm just going to end it here. And make sure you go to the investor relations page for Arista Networks and check this out. Lots of great information on this deck. Some quick fundamental analysis. You can see profitability A+ 63.54% gross profit margin bringing in about $727,000 net income per employee. The growth on this is about 27%. Very strong growth overall when you think of revenue. Valuation wise, it's not cheap. Like I mentioned in the intro, it's a 53.76. It's a stock I've owned for a while. It's up 73% in the past year. It's up 682% in the past 5 years. Another stock that's absolutely ripped. It was $5943 back in April of 2025. Now $184 a share. The R3 is $196. In February of this year, it was down to $15 bucks. So a nice pullback there. But I do believe that this stock is positioned very well for this next wave of AI. Stock number three, and I really want you to pay attention to this one because I think it's the most misunderstood company that I'm going to cover today. This is a cyber security stock. You guys know that my favorite best of breed is going to be CrowdStrike. But for this specific list, it's Palo Alto Networks. Ticker is PNW. A lot of people hear cyber security and they think, well, we already know everything about cyber security companies and it's not that complicated, right? You might even think, well, this isn't really a super cycle story. I mean, yeah, we need cyber security, but it's not that interesting. But I want you to completely flip that thinking upside down. And here's why. In the agentic AI era, security is not going to be optional. It's non-discretionary. And these are the type of budgets that won't be cut by IT spend. When you have agents acting fully autonomously, just going out and scheduling meetings and buying stuff, accessing sensitive files for your company, interacting with your customers, what happens when one bad actor compromises all those AI agents? Something like a prompt injection, which basically feeds an AI agent to do things that you don't want it to do? It's something known as data poisoning, corrupting the information that AI is making decisions on. This is very, very bad. And this is not like some theory I I created. This is happening right now. If you're a CIO, if you're a CTO, you're talking about this in boardrooms. 2026 is being called the year of the defender. In fact, Palto coined that phrase and they're building the platforms to own that. Their strategy is called platformization. Instead of having 12 different security vendors, one for your firewall, one for your email, for cloud, for this silo and that silo. Palo Alto is consolidating all of that into one platform for you. Now, Crowdstrike is doing some great things as well, and I still want to own Crowdstrike. And both of these environments are very sticky. Once you get in the platform, you really don't leave. The thing about PAL also is it has deep roots and network security, firewalls, etc. And they really complement Arista network. So if I'm building a portfolio with five stocks, it just fits the narrative a little bit better. Now, Crowdstrike also has something called Charlotte AI. And this is a whole rabbit hole that stops AI breaches. And again, I think both of these stocks are stocks that I want to own in a growth stock portfolio. And of course, guys, if I haven't said it already, I'm a long-term investor. So I'm investing in stocks for many years and I'm buying and holding and monitoring. Pal also has got a gross profit margin about 72%. Really strong. This is going to have a little bit more of a hybrid versus crowd strike built in the cloud for the cloud. It's mostly all recurring revenue. Pelto is going to have a little bit of hybrid there. They're going to have some onrem. You look at the growth 19% very solid valuation. Of course it's very expensive. Now this is going to be a PEG gap forward. you generally want to use an EVnt revenue for a cloud SAS stock. Now, keep in mind I said it's a hybrid. About 80% of total revenue comes from recurring revenue. So, they have hardware and traditional products that make up that remaining 20%. Anything that has hardware is always a little bit harder to put a valuation on. So, for some context here, Crowd Strike is a 31x EVnt revenue. Palo Alto is a 19.5x EVnt revenue. Now, with that said, Crowd Strike should have a bit of a premium because 95% of the revenue is recurring revenue versus 80%. And I'm not a buyer of Pelto at $335 a share. We bought this in the community portfolio in this range here. And of course, now if you look at the riskreward, I mean, the R3 up there at $400, you know, it's definitely elevated. So, people have caught on to it. But these stocks are stocks that I've been talking about on the channel for years. I'm not just coming to you for the first time saying, "Hey, Crowdstrike and Palto." Crowdstrike. I bought that stock in 2019 and I covered it on this channel all the way back in 2019 and told you it was one of my favorite high conviction stocks. Palto, we started buying in 20125. We said there's huge potential especially for what's coming next with a Gentic AI and the market caught on to that and you can see that the stock is ripped and this is from a previous chart day maybe a month ago and it shares some of my thoughts. I mean I would like the stock to come down. The 50day simp guys is 263 bucks. So, you have to be careful. Like I said in the beginning, do not FOMO chase. These are stocks that you should have on your radar, though. And if I'm looking for opportunities, these are the kind of stocks I want to buy on a dip. Hey guys, real quick before I go on to the last two stocks, if this is helpful to you, make sure you drop a like, a comment, subscribe to the channel if you're not subscribed, and click that bell for notifications. And if you want to see exactly what I'm doing and have access to my portfolios and deeper dive analysis, of course, join us in the private community. The link is on your screen. Check it out. Now, stock number four. I'm not going to spend a ton of time on this one because I've covered it extensively on the channel. But this is a stock that I personally want to own even at these prices and we recommend it on the channel at $80 a share. Micron Technology, ticker MU. What does Micron do? Everybody knows for the most part they make memory, but not just storage like the hard drive on your laptop. We're talking about very fast memory for data centers. Specifically for AI, they make what's called HBM. That's high bandwidth memory. Here's the analogy that I want you to keep inside your head. You can have the most powerful GPU on the planet. But if the memory can't feed the data fast enough, the GPU is waiting anyways. And you probably know about the von Newman bottleneck. This is the solution. HBM. It sits right next to the processor stacked on top of it. This is a technology they call through silicon via. It feeds data at speed standard DRAM can't match at all. But here's the big story. You have Samsung, you have SKH Highix, which is doing an IPO, and you've got Micron, and that's basically it. So, you're seeing Apple raise prices, Microsoft raise prices. There's a huge bottleneck for memory, and that's going to last for at least another year. But these three players have enormous pricing power. It used to be more commoditized, but very much less so now with HBM. But Micron confirmed that the entire year for 2026 is sold out. Not strong demand, not well positioned, but completely sold out. And these are multi-year fixed binding contracts, guys. Let me say that one more time. They know right now today exactly how much HBM revenue they're going to make for the rest of this year. And they have very good insight for next year as well. That that's revenue visibility. And as an investor, that's exactly what we want. Part of the problem is everybody's on that side of the fence. Everybody knows the story by now. You've got a tremendous profit taking. These stocks are up, you know, massive amounts in a short amount of time. So, we talked about this just yesterday on chart day. There's going to be a cycle, but I think that cycle's got more more time. We're not at the end of that cycle yet. The profitability grade, I mean, gross profit margin. I told you that pricing power, but 72.57% for memory. This is massive. A+ profitability grade on Seeking Alpha, almost a million dollars net per employee, 952K TTM. The growth, look at this. 110% projected growth A+. And the craziest part about it is if you look at the gap 4 P ratio, this is 13. It's showing a sector medium of 33. So this is saying 60% less than that median. And the PEG gap TTM according to Seeking Alpha doesn't even make sense. It's up 711% in the past year. It's up 1,159% in 5 years. So the exponential gains are gone. But the thing about Micron is you could easily see R3 is at 1488. Analyst price targets are coming out. You've got 29 buys according to Wall Street analysts, one hold and zero sell. The highest price target on the street, $2,200. The lowest is $1,100. It's trading under a,000 right now. And the average price target is 1564. That's a 58.23% upside according to Wall Street analysts. And the last one, guys, the fifth stock, I'll be honest, I'm running out of time and I'm losing my voice. So, I'm going to post a write up in the the community portfolio channel in Discord, Marvel Technology. I'll write up a couple paragraphs, explain my bull thesis there. I appreciate you guys watching. If you are new here, make sure you subscribe, drop a like, drop a comment. We'll see you next time.