Akamai Technologies. Every tracked FinTwit mention of $AKAM, newest first. 10 mentions since the first on Dec 30, 2025. See the price chart.
July 2026 · 3 mentions
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Jul 8
Alphatica — LARGE / MID-CAP TAPE | July 8, 2026
Large / mid-cap blocks. +$214M net buy. Flipped. Yesterday: -$726M. $AKAM +$88M zero sells. $NET +$65M. $CRWV +$62M. Yesterday's sellers became…↗
Jul 6
Alphatica — LARGE / MID-CAP DARK POOL | July 6, 2026
Large / mid-cap dark pool. +$130M net buy. $MRNA +$123M zero sells. $CRWV +$59M zero sells. 34 off-exchange prints. 248 names tracked.
$2…↗
June 2026 · 1 mention
Jun 2
Alphatica — 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 colla…↗
May 2026 · 2 mentions
May 23
InvestmentGuru — $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 Infrastructur…↗
Shay Boloor — $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/d…↗
Feb 21
Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET
The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗
January 2026 · 1 mention
Jan 1
Serenity — 2026 Newsletter.
Thematic Investments: Evolution, Disruption, and Bottlenecks
1. Soft Robotics - Evolution to $TSLA, $ONDS, Boston Dynamics.
2. SiPh - InP Bottleneck | $AXTI, $…↗
December 2025 · 1 mention
Dec 30
InvestmentGuru — Morgan Stanley’s 2026 Playbook: Bull Market Continues.
Morgan Stanley is laying out a strongly bullish outlook for 2026, with the S&P 500 projected around ~7,800 (base case) and…↗