Who mentions $AKAM most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $AKAM most — 3 mentions in the past 12 months.

When was $AKAM first mentioned on Surfaced?

The earliest tracked mention of $AKAM in the Surfaced archive was on Dec 30, 2025.

How many voices track $AKAM?

5 FinTwit voices have mentioned $AKAM 10 times in the past 12 months.

What kind of voices mention $AKAM most?

$AKAM is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$AKAM

Akamai Technologies Inc

$AKAM

Akamai Technologies Inc

Past 12mo:10mentions5voices

All voices4 calls since Feb 2026show all

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About this stock

$AKAM appeared in 10 mentions across five distinct FinTwit voices over the past 12 months, with the first mention on 2025-12-30 and the most recent on 2026-07-09. The most-active voices discussing $AKAM were @alphaticaio and @investmentguru_, each with three mentions, followed by @stocksavvyshay with two mentions. The dominant discussion category was long research. $AKAM was referenced primarily in the context of institutional trading activity and sector positioning within cloud infrastructure and content delivery networks.

AI-generated from tracked posts · updated Aug 25, 2026

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Recent calls

4 calls

@alphaticaioJun 2, 2026 · 3:05 PM

JUST IN: Akamai and NVIDIA expand security collaboration to bring Akamai Guardicore Segmentation to the NVIDIA Vera BlueField-4 STX storage architecture ($159.66, +5.65) The collaboration is designed to layer Zero Trust architecture into the AI factory itself, protecting the data, context memory, and autonomous agents that increasingly run modern enterprises. This novel security integration will enable AI factory operators to enforce workload-aware segmentation, monitor agent behavior, and contain threats at the infrastructure layer, operating at the speed of accelerated computing without taxing the GPU, CPU, or storage cycles that AI workloads depend on. $AKAM $NVDA

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@investmentguru_May 23, 2026 · 1:02 AM

$AKAM Akamai is quietly becoming one of the most compelling AI infrastructure plays hiding in plain sight. Q1 2026 delivered $1.07B in revenue (+6% YoY), with Cloud Infrastructure Services surging 40% YoY and Security revenue hitting $590M (+11% YoY) — and then they dropped the real headline: a leading frontier AI model provider committed $1.8 billion over seven years for Cloud Infrastructure Services , validating Akamai’s positioning as critical backbone for the AI economy. The Street has underappreciated this transition — Akamai isn’t just a legacy CDN anymore. It’s an edge compute + cybersecurity platform that AI companies are now paying billions to access, with security as the primary revenue driver at $2.24B annually, a distributed cloud footprint generating $708M, and $1.52B in operating cash flow funding the whole expansion. If the market re-rates $AKAM as an AI infrastructure name rather than a CDN dinosaur, the multiple expansion story writes itself. Not financial advice.

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@yasutaketinMay 10, 2026 · 8:39 AM

アカマイ、画期的なクラウドAIインフラ契約をアナリストが賞賛し株価急騰 $AKAM ・アカマイ・テクノロジーズが米国の主要なフロンティアモデル企業と締結した画期的なクラウドAIインフラ契約をウォール街のアナリストが評価し、同社の株価は27%以上急騰した。・この契約は7年間で18億ドルにのぼり、アカマイの約30年の歴史の中で最大規模となる。・ブルームバーグの報道によると、契約相手のフロンティアモデル企業はアンソロピック（Anthropic）である。・アカマイはこの契約を支えるため、2026年後半から2027年前半にかけて計8億ドルから8億2500万ドルの設備投資を見込んでいる。・同顧客からの収益は、2026年第4四半期に約2000万ドルから2500万ドル発生し始める予定である。・クラウドコンピューティングサービスへの強い需要を背景に、経営陣は2027年度の売上高が前年比で2桁成長に達するという見通しを示した。・J.P.モルガンのアナリストは、今回の契約がアカマイの成長ストーリーを塗り替えるものであると指摘し、目標株価を72ドルから100ドルへ引き上げた。・一方で、設備投資の増加に伴う負債、価格競争の激しい配信事業における利益率の低下、マクロ経済環境の影響といった課題についても注視されている。 https://t.co/AX8RLZxzdB

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@stocksavvyshayFeb 23, 2026 · 5:43 PM

$NVDA partners with $PANW & $AKAM to bring AI-powered accelerated computing to OT security. Targeting real-time threat detection across critical infrastructure. https://t.co/dVQC1yZmsl

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