WEEKLY IC SUMMARY • Dec 28, 2025

Weekly IC Summary - 2025-12-28

Two High conviction ADD recommendations on CRM driven by Agent Force enterprise adoption acceleration and tactical valuation opportunity at 5.5x revenue

GENERATED: 2025-12-28T21:20:40.775933 • 8 weeks ago
Executive Summary
  • Two High conviction ADD recommendations on CRM driven by Agent Force enterprise adoption acceleration and tactical valuation opportunity at 5.5x revenue
  • Six Medium conviction HOLD positions across diversified sectors with mixed fundamental catalysts offset by execution risks or insider selling patterns
  • Heavy insider selling patterns across NVDA ($510M) and GOOGL create timing mismatches between fundamental strength and management signaling
  • Enterprise AI orchestration layer adoption emerging as key 2026 theme with Salesforce positioned as primary beneficiary
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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Invalidation
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...and 5 more Recommendations
Action Changes

No positions crossed thresholds this week.

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