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12:36
Mar 25
Mar 25
AKAM
FSLY
CRCL
NET
▾
AKAM is an 'Agentic Utility' providing necessary digital plumbing and infrastructure for the boom in AI agent traffic, and market sentiment is reversing positively as its AI angle is recognized.
"We have been slowly adding to our allocation names that are aligned with the “Agentic Utility” layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
AKAM LONG
FSLY is an 'Agentic Utility' providing necessary digital plumbing and infrastructure for the boom in AI agent traffic, and market sentiment is reversing positively as its AI angle is recognized.
"We have been slowly adding to our allocation names that are aligned with the “Agentic Utility” layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
FSLY LONG
CRCL is an 'Agentic Utility' providing necessary digital plumbing and infrastructure for the boom in AI agent traffic, and market sentiment is reversing positively as its AI angle is recognized.
"We have been slowly adding to our allocation names that are aligned with the “Agentic Utility” layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
CRCL LONG
NET is an 'Agentic Utility' providing necessary digital plumbing and infrastructure for the boom in AI agent traffic, and market sentiment is reversing positively as its AI angle is recognized.
"We have been slowly adding to our allocation names that are aligned with the “Agentic Utility” layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
NET LONG
12:30
Mar 12
Mar 12
LITE
▾
Lumentum is the leading and currently favored name in the author's connectivity basket, which continues to benefit from the AI-driven optics shortage and infrastructure buildout.
"Our connectivity basket has more than tripled since we published it... And it’s not done yet – the basket is up 35% YTD, led by now favorite Lumentum (LITE US)."
LITE LONG
20:36
Feb 11
Feb 11
SOLS
▾
SOLS operates the only US uranium conversion facility. Legacy contracts are rolling off and repricing at roughly triple the price, which will flow directly to EBITDA and drive massive margin expansion
SOLS operates the only US uranium conversion facility. Legacy contracts are rolling off and repricing at roughly triple the price, which will flow directly to EBITDA and drive massive margin expansion, yet the market is still valuing it at a commodity chemicals multiple.
"We spoke briefly about Solstice Advanced Materials (SOLS) in our 26 Trades for 2026 and added it into the Citrindex on January 28th before earnings. Now that they’ve reported earnings and validated our suspicions, we believe the stock is even cheaper than it was before it rallied in response."
SOLS LONG
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