Investor Is Trimming $CRWD and $NET in Their Family Portfolio to Free Up Capital for AI Power and AI Inference...

The author says they made the tough decision to start trimming CrowdStrike ($CRWD) and Cloudflare ($NET) in their Family Portfolio to free up capital for their AI Power and AI Inference positions.
The author says they still really like both businesses but see a bigger opportunity in some beaten-down AI winners that they would rather be adding to at these prices.