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Agentic Software

$LOGICGATERRylan L.

About Agentic Software

The next generation of software dominance belongs to the aggregators of intelligence. This portfolio identifies software companies that have adopted and successfully integrated generative and agentic layers to provide productivity gains. Focusing on core product value companies with a data moat.

About the Creator

Amateur "investor" Profitable futures trader I am a financial chameleon, blending the calculated patients of a monk with the reflexes of a caffeinated squirrel. on any given day, I am a high speed digital archaeologist, hunting for profits in a tiny cracks of a 5-minute candle chart.

Activity

Total Rebalances2
Last RebalanceAug 7, 2026

Posts by Creator

Changes:TEAM +10.0%NOW +3.0%META -4.0%SNOW -3.0%PATH -3.0%

$LOGICGATE rebalanced $Team is doing really well and is cheap right now so made it more of the leader in the portfolio

Changes:SNOW +12.5%NOW +12.5%ADBE +12.5%META +12.5%CRM +12.5%

rebalancing. took out Microsoft and up work as I don't think they have as much of a projected return versus the others. trying to concentrate for best software recovery.