During our Investing Club Monthly Meeting last Wednesday, Jim Cramer announced three new additions to the Bullpen: Cloudflare , ServiceNow , and Nextracker . The Bullpen is the Club's watchlist of stocks being considered as potential portfolio names. Cloudflare is what's called a connectivity cloud provider. It's part content delivery network and part cybersecurity vendor. It manages web traffic for companies' applications — typically websites but also phone apps.
Nextracker could be a potential high-growth name. The maker of solar tracker systems allows huge utility-scale rows of solar panels to rotate and follow the sun's movement across the sky, maximizing their power generation. Their original innovation was a single-row tracker technology that allows each row of panels to move independently, rather than all in unison.
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