This week I went back to basics and started “building” positions instead of my recent arrogant buys (losses)…of course I bought my first tranche of AKAM today and it jumps 20% after hours. Joking aside, AKAM should be a big player in agentic AI. I plan to keep adding on pull backs.
Hard not to like NET in the new agentic world. Could go on a serious run.
Tokenization and blockchain finally getting attention. Would love to see BTC sell off and have that money get directed to real blockchain products/companies.