Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Cloudflare Became a Bull Market Darling in July 2026
In this episode of Bull Market Conversations, Lucas and Luna dig into Cloudflare's stunning 7.8% weekly gain as of July 8, 2026, while the Nasdaq and high-growth peers like Shopify and CrowdStrike stumbled. They explore why NET is defying the rotation out of growth, what the company's edge network and AI traffic really mean for its moat, and whether this rally is built on revenue fundamentals or momentum. Lucas unpacks Cloudflare's unique position in the observability and security layer, and Luna questions how much of the move is tied to the broader prediction market optimism…
The skinny
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