The AI Agent Boom Could Trigger a Massive Cybersecurity Supercycle

AfraSimon
05-19

The future of AI is agentic.

There will be billions of AI agents. Every person and company will have multiple agents.

That makes cybersecurity one of the most interesting sectors to watch.

Threat Detection: $CrowdStrike Holdings, Inc.(CRWD)$ $Palo Alto Networks(PANW)$ $SentinelOne, Inc(S)$

Network Security Providers: $Fortinet(FTNT)$ $F5 Inc(FFIV)$ $Cisco(CSCO)$ $A10 Networks(ATEN)$ $Check Point(CHKP)$

Cloud Security: $Cloudflare, Inc.(NET)$ $Zscaler Inc.(ZS)$ $Okta Inc.(OKTA)$

Biometric Identity Verification: $Clear Secure, Inc.(YOU)$

Identity and Access Management: $Okta Inc.(OKTA)$

Vulnerability Management: $Tenable Holdings Inc.(TENB)$ $Rapid7(RPD)$ $SecureWorks(SCWX)$

Data Security and Analytics: $Varonis(VRNS)$

IT Services and Consulting: $Infosys(INFY)$ $Booz Allen Hamilton(BAH)$ $Leidos(LDOS)$ $Parsons Corp(PSN)$

Cybersecurity ETFs: $Amplify Cybersecurity ETF(HACK)$ $First Trust NASDAQ Cybersecurity ETF(CIBR)$

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