These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com  x.com  … Show more

AI, networks and power give these 12 stocks some of the decade's biggest tailwinds. Micron is one of three big HBM makers; Samsara connects fleets; IonQ builds quantum computers; Ciena supplies optics; GE Vernova and Eaton serve power demand; Dell ships AI servers. Netflix, the largest paid streamer, adds ads; Coupang, Korea's largest e-commerce platform, delivers same-day; Airbnb, the largest short-term rental marketplace, adds services; Arm enters data centers; CrowdStrike secures enterprises. … Show more

Security software is arguably more of an AI bubble than semiconductors. Firms are bid up to nosebleed multiples on moderate AI-related revenue acceleration while facing medium- to long-term risks from Microsoft, Google and the AI labs and a 10-year Treasury yield above 5%. Their forward P/Es rest on non-GAAP earnings that exclude large stock compensation. A reversal could come from results missing high buy-side bars, security share gains by Microsoft or Google, or AI lab security launches. x.com  … Show more

Cybersecurity looks like AI's next major use case, making CrowdStrike, Palo Alto Networks and Okta stocks to own now. Nvidia CEO Jensen Huang said cybersecurity will be a major use case for AI, and that signal from Huang, more than any personal call, is the reason to pay attention to the group. x.com  x.com  x.com 

AI-powered attacks are spreading so fast that companies are unlikely to cut security budgets, even if they slow broader AI spending. The latest wave hit governments, banks, hospitals, grocery chains and businesses, while AI finds vulnerabilities and breaks in around the clock. That is why Cloudflare, Zscaler, CrowdStrike and Palo Alto Networks rose as broader AI concerns hit tech shares. x.com  x.com 

Palantir, CrowdStrike and Cloudflare are top-tier companies, but their valuations may have reached bubble territory, a reason to book profits on long-term holds. Their combined market cap has grown from about $90B to $840B, and their P/E and P/S multiples price in much future growth. CrowdStrike and Cloudflare in particular trade on hopes that the agentic era, with bots charged for access and usage-based AI pricing, will make revenue explode. Trimming Cloudflare and CrowdStrike has started. … Show more

Cybersecurity stocks have a powerful long-term tailwind because more AI means more complexity, more attack surface and more need for security. CrowdStrike, SentinelOne, Palo Alto Networks, Zscaler, Fortinet, Okta and Rubrik moved up strongly premarket after Anthropic CEO Dario Amodei published an essay arguing the AI industry should slow down, with Anthropic committing to give third-party evaluators permanent access to verify its safety measures. The market may be connecting those dots. x.com 

Cybersecurity is the one software subsector where AI strengthens the story, because every AI gain arms both attackers and defenders, so spending only ratchets up. The market is forecast to grow from $189 billion in 2024 to $402 billion by 2034. Palo Alto sells consolidation: revenue grew 31% last quarter, and once customers platformize, switching costs become a fortress. Fortinet and Palo Alto rank first and second among software names in an 811-stock screen driven by institutional buying. x.com  … Show more

Anthropic and OpenAI's inevitable move into cybersecurity threatens CrowdStrike and Palo Alto Networks' valuations. They look like the market's biggest bubble stocks right now; CrowdStrike trades at 40x ARR despite 25% growth and negative GAAP EBIT. x.com  x.com 

CrowdStrike and Palo Alto Networks stand out as AI cyber winners, and the cybersecurity sector is way oversold for the names that will emerge as ultimate winners of the AI arms race. Customer feedback from the RSA Security Conference makes the 'AI Ghost Trade' overhang on cyber one of the most disconnected tech narratives on the Street. AI will disrupt some areas of software, but cybersecurity sits front and center in the tidal wave of AI spending. x.com  x.com  x.com  x.com