@retailpunter · Long AKAM

NET trades as if it is the monopoly provider in this space but akam is still being viewed thru the lens of its legacy cdn biz rather than a full stack company Akam has a lot more physical assets of course, but i think that’s precisely why the opportunity is interesting

retail punter@retailpunter

Akam looks very compelling here for internet infra Underutilized portfolio of network delivery assets that are being repurposed into edge compute + it’s entrenched CDN/security biz make it a trusted control point for securing agent traffic

Read asLong AKAM

Since the call—

unrankedThe analyst's rank today

High · 0.93Confidence

Wed, Sep 16Tweeted

Thu, Sep 17 closeCounted from

17% of the basket · day 33fades out by Oct 28

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