On Thursday, I’m planning to check out Cloudflare’s (NET) earnings report. The company dropped some good news ahead of time: Cloudflare has launched Programmable Stablecoin Wallets, allowing AI Agents to automatically pay for APIs and online content. I think the significance of this news lies in AI Agents starting to gain autonomous payment capabilities, and Cloudflare is further expanding from network infrastructure into AI Agent infrastructure. **Technical Analysis** Cloudflare’s weekly chart has already completed a major Cup & Handle breakout. Currently, the market is pricing in about ±10% for this earnings report. If the report exceeds expectations and management further emphasizes growth in areas like AI, Workers, R2, and AI Gateway, I think this breakout has a chance to be confirmed. On the flip side, even if there’s a pullback, I’d be more inclined to see it as a buying opportunity on the retest of the weekly breakout.