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I wonder if the author meant to pick Akamai (AKAM), not Alkami (ALKT). The latter is an odd choice among the rest of the picks. I suspect they have mixed up the
by electroly 2y ago
I wonder if the author meant to pick Akamai (AKAM), not Alkami (ALKT). The latter is an odd choice among the rest of the picks. I suspect they have mixed up the names.
- arcza 2y agoI rushed my post and skipped QA, went straight to production. (fixed, thanks)
- financetechbro 2y agoThanks for the write up. There is a typo in your third thesis bullet, I believe “stratefy” should be “strategy”. Also - I’m curious as to the outcome if you were to exclude AMZN and MSFT. I think their size and broad array of product offerings skews the outcome for this analysis
- arcza 2y agoYeah you're right. Although, how bad would "S3 is deleted worldwide" be? Or "RDS is down for the foreseeable future"? So IDK... The other problem with them is how big they are, so you can't take proportional weights in them, which messes with risk a bit. I think this is a crap strategy but an interesting idea. As others said, the sentiment scanning probably has a better shot, and you pay the huge spread trading outside RTH.