Weekly IC Summary - 2025-12-28
High conviction ADD recommendations focus on CRM's Agent Force platform positioned to capture enterprise AI orchestration layer adoption
Executive Summary
- High conviction ADD recommendations focus on CRM's Agent Force platform positioned to capture enterprise AI orchestration layer adoption
- Medium conviction HOLD positions reflect tactical opportunities with execution risks or timing uncertainties
- Heavy insider selling patterns across NVDA and GOOGL create timing mismatches despite fundamental strength
- Infrastructure plays like AEP face demand/supply timing mismatches while WBD financing risk removed but leverage concerns persist
Portfolio State
New ADDs
Locked
Holds Maintained
Locked
Conviction Upgrades
Locked
Conviction Downgrades
Locked
Worsening Risk
Locked
Recommendations
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Locked
Why Now
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Key Risk
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Invalidation
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Locked
Why Now
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Key Risk
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Invalidation
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...and 5 more Recommendations
Action Changes
No positions crossed thresholds this week.
Watchlist
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