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    <title>Joseph Magly Portfolio Updates</title>
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      <title>June 2026 Portfolio Update: The brakes come first.</title>
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      <pubDate>Tue, 30 Jun 2026 00:00:00 GMT</pubDate>
      <description>June was a build month across the open agent stack. The through-line was not speed for its own sake; it was brakes, monitors, isolation, memory, and publishing surfaces that make agentic systems easier to bound.</description>
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