WEEKLY IC SUMMARY • Dec 28, 2025

Weekly IC Summary - 2025-12-28

High conviction ADD on CRM driven by Agent Force enterprise adoption acceleration and five-year low valuation multiples

GENERATED: Dec 28, 2025 | 21:32 UTC • 8 weeks ago
Executive Summary
  • High conviction ADD on CRM driven by Agent Force enterprise adoption acceleration and five-year low valuation multiples
  • Multiple HOLD positions reflect tactical opportunities with execution risks or timing mismatches
  • Heavy insider selling patterns across NVDA and GOOGL create caution despite fundamental strength
  • Infrastructure plays (AEP) face timing uncertainty between demand growth and build-out capacity
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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Why Now
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Key Risk
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Invalidation
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Why Now
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Key Risk
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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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