I find the cybersecurity move more interesting. The more AI systems and agents enter production, the more security and monitoring they will need. That makes CRWD and PANW interesting to me, although after such a strong one-day rally, I would rather wait for a better entry than chase.
I am also watching the 10-year yield and oil closely because they are more immediate valuation risks. If yields stay near 5%, high-growth AI stocks could face more pressure. I would treat semiconductor weakness as a potential DCA opportunity, but remain selective and focus on companies with strong long-term demand.
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- JesseRW·09-15 18:02TOPInference infra and power costs might matter just as much next. Cybersecurity holds up better, but semis probably need yields to cool before the market pays up again1Report