- Commentary Ithaka US Growth Strategy initiated Micron and Sandisk, eliminated Oracle, and retained a concentrated focus on businesses with durable secular tailwinds, pricing power, and cash generation. It attributes relative strength to cybersecurity, software, and mega-cap technology, while examining AI-spending risks and the investment cases for CrowdStrike, Microsoft, ServiceNow, Lam Research, Vertiv, Credo, and Robinhood. 3rd Quarter 2026 CRDO $28BCRWD $248BHOOD $76B
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