Aug 10, 2026 7:09 PM

Wall Street is blind to the "new world order" because analysts are stuck in their silos. Cloudflare is no longer just about cybersecurity; it’s building the payment rails for an Agentic Internet where AI agents pay each other in stablecoins. Despite this massive shift, not a single analyst asked about it during the last earnings call. We are witnessing the birth of machine-to-machine finance, yet the "experts" are looking the other way. Is Wall Street obsolete?
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