Brian Donohue

@bthdonohue

4 published takesReturn since start

Agents Pay On-Chain
COIN · SOL · CRCL +7Practice
−3.2%
since Oct 7
The Web's Bot Walls
NET · AKAM · FFIV +5Practice
−6.1%
since Oct 8
AI Cyber Defense Consolidation
PANW · CRWD · MSFT +14Practice
−8.2%
since Oct 7
Home AI Edge Compute
MU · AAPL · NVDA +15Practice
−11.3%
since Oct 7