Tariffs may be the headline…..but…In The Weeds…..there are unsettling facts and opinions worth knowing.

I didn’t set out to summarise this grab bag of …..WTF’s…..today……I wanted to take time for a mini victory lap for rating Okta as a buy as Agentic Authorisation becomes more and more of a problem (+13% after hours)……but there were enough punches landing yesterday to make that a side show. Some you may know….others...

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