Alert: New SWAT pick: The only cloud business that I like...with a long term AI tailwind

This stock is up +28% YTD, up +120% since its IPO and it's just starting to build an early lead in the AI data management space

I recently made a decision to scale back my SWAT (Sleep Well And Tight) long term portfolio to only the stocks in which I have the highest conviction as we head into 2026. I had a 40% allocation in A…