WEEKLY IC SUMMARY • Dec 28, 2025

Weekly IC Summary - 2025-12-28

CRM emerges as sole ADD recommendation with High conviction driven by Agent Force enterprise adoption acceleration and five-year low valuation multiples

GENERATED: Dec 28, 2025 | 21:36 UTC • 8 weeks ago
Executive Summary
  • CRM emerges as sole ADD recommendation with High conviction driven by Agent Force enterprise adoption acceleration and five-year low valuation multiples
  • Six HOLD recommendations reflect tactical positioning amid mixed fundamental signals and heavy insider selling patterns across NVDA and GOOGL
  • Portfolio initiation week establishes coverage across AI infrastructure, enterprise software, utilities, pharma, media, and semiconductors
Portfolio State
New ADDs Locked
Holds Maintained Locked
Conviction Upgrades Locked
Conviction Downgrades Locked
Worsening Risk Locked
Portfolio notes available for members.
Recommendations
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Key Risk
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Invalidation
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Why Now
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Invalidation
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...and 5 more Recommendations
Action Changes
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...and 4 more Action Changes
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