Cloudflare (NET) CEO’s “a Solid Guy,” Says Jim Cramer

Core Insights - Cloudflare, Inc. (NYSE:NET) faced a global disruption affecting services like ChatGPT and Spotify, attributed to a security-related file [2] - Jim Cramer expressed optimism about the cybersecurity sector, particularly for Cloudflare, despite challenges in the broader software-as-a-service (SaaS) market due to AI [2][3] - Cramer highlighted Cloudflare's efforts to assist smaller publishers against AI data scraping, indicating a potential growth area for the company [3] Company Overview - Cloudflare's CEO, Matthew Prince, is viewed positively by Cramer, who believes in his commitment to helping smaller publishers [3] - The company is positioned to benefit from the transition from search engines to answer engines, which has left some publishers without traffic and revenue [3] - Cloudflare's recent performance was noted as strong, with potential for increased profitability through anti-data scraping services [3]