I’ve sold a lot of AI winners too early, I’m intent on selling very slowly with the agentic utility winners like $BAND $ATEN $SAIL… If the cycle has taught me anything, it’s that a name being up 700% from your entry is absolutely not a reason to sell.

Close to a 4x on $BAND now since we highlighted it in our agentic utilities primer I have been trying to stick with bigger companies but sometimes the small ones are just too compelling. $HLIT looking pretty interesting now too on cOS platform (as AI usage moves from occasional chatbot queries to persistent agents, multimodal streaming, home/work inference traffic, edge devices, automated enterprise workflows, etc etc…broadband networks need more upstream capacity, lower latency, better quality-of-service and cheaper network operations).

Some really strong results from a pair of our “Agentic Utility” names today ($BAND & $TWLO) - playing the infrastructure angle on AI has been great, but it’s pretty nice to see some mentions of AI driving earnings beats outside of the semis complex. https://t.co/bWl8biW5sq