🌟🌟🌟Monday's dramatic surge

🌟🌟🌟Monday's dramatic surge in cybersecurity stocks like $CrowdStrike Holdings, Inc.(CRWD)$ was a classic case of Wall Street putting the cart about 10 metres ahead of the horse. The need for AI cybersecurity is real but the funding is stuck in the committee.

This round will definitely boil down to the budget. If companies like the hyperscalers $Alphabet(GOOG)$ $Microsoft(MSFT)$ cannot find a way to monetise their AI investments soon, they certainly won't find the cash to secure them.

For now, cybersecurity hype wave is running on pure adrenaline and adrenaline does not pay bills.

@Tiger_comments @TigerStars @Tiger_SG

Cybersecurity Stocks Surge — Can AI Security Become the Next Major Theme?

Cybersecurity took the rotation: CrowdStrike closed +13.85% at a record $235.38, Palo Alto over +13%, the Global X cyber ETF +10%, the group +6.52%. The trigger: two days of AI risk warnings from Anthropic, OpenAI and Microsoft. Budgets decide whether it lasts — monitoring, identity, cloud security and automated defense are where the AI trade moves from GPUs into software. The labs named the risk themselves, so that spend goes first. But security is a far smaller market than compute; it cannot absorb what rotates out of chips. The more dangerous AI gets, the better security does — buy that?

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VivianChua
00:32
VivianChua
Nice 💚💚💚

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