@jessepollak on X
Cloudflare builds the internet AI agents pay for
AI agents become the main users of the internet and pay for content, and Cloudflare leads how that works.
Result
If held over the last 3 months (Aug 19, 2026 – Oct 29, 2026): +4.7%. Over the same days: S&P 500 −0.1%.
What it holds
- Cloudflare, 100% of the money, +9.3% over 3 months: NET (Cloudflare). Agents paying for content run through Cloudflare.
The plan behind it
Jesse Pollak wrote on 30 Sep that Cloudflare is building the future of the internet. If AI agents become its biggest users, they will pay for content, and Cloudflare leads the way in how that works. This holds Cloudflare.
cloudflare is building the future of the internet in a world where agents are the biggest users of that future internet, they'll need to pay for their content and cloudflare is leading the way in how that will work
Picked by fxyz from @jessepollak’s post.
What would prove it wrong: Agent payments for content grow through someone other than Cloudflare.
FAQ
Can I make one from my own idea?
Yes. Write what you believe in plain words at https://f.xyz/create. fxyz asks a couple of questions, builds the portfolio and shows how it would have done over the last 3 months.
Can I turn a post on X into a theory?
Yes. Reply to the post and tag @fxyzai. It tests the view in the post and replies with the 3-month result and a link.
What can it trade?
Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.
How does it react to news?
On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.
How do I run it with real money?
For real money, tap Make it mine, open your copy and choose Use real money, with an exchange connected: Hyperliquid, Lighter, Lighter (Robinhood), Backpack, Pacifica or Binance. The money stays in your own account there. fxyz can place trades, but it can never withdraw.
Can the AI get it wrong?
Yes. fxyz's AI turns the idea into holdings, and it can get that wrong: add a coin or stock that doesn't fit, or miss one that does. Check the holdings before you put money in. In your own copy, ask its chat to add or drop any of them.
What do the 3-month numbers mean?
What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.