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Cybersecurity stocks
Posted on 10/23/26 at 12:14 pm
Posted on 10/23/26 at 12:14 pm
Yeah so the industry is calling it the wake up call moment, with so many notable cyber attacks and threats this week alone.
Feels like the big dogs CRWD PANW FTNT RBRK OKTA ZS will lead the way, with smaller firms like S (SentinelOne) maybe becoming takeover targets.
Feels like the big dogs CRWD PANW FTNT RBRK OKTA ZS will lead the way, with smaller firms like S (SentinelOne) maybe becoming takeover targets.
Posted on 10/23/26 at 12:22 pm to The Egg
An enormous move has already happened. It will likely continue, but I can't buy some of these companies at such valuations.
More that are lesser known:
RPD, QLYS, TENB
ETF: CIBR
More that are lesser known:
RPD, QLYS, TENB
ETF: CIBR
Posted on 10/23/26 at 12:25 pm to The Egg
Some smaller, higher torque / higher risk names to consider:
RDWR, NTSK, OSPN, SAIL
RDWR, NTSK, OSPN, SAIL
Posted on 10/23/26 at 12:25 pm to bayoubengals88
quote:
ETF: CIBR
Will be loading up on this next dip
Posted on 10/23/26 at 12:26 pm to Texas Tea 123
quote:
An enormous move has already happened. It will likely continue, but I can't buy some of these companies at such valuations.
How can you say this when you are so bullish AI and own NBIS at a million times EBITDA?
Posted on 10/23/26 at 12:32 pm to Texas Tea 123
Good stuff
Posted on 10/23/26 at 12:42 pm to The Egg
Cybersecurity is one of the most at risk industries with AI.
They only way to fight AI is with AI. Which of these cybersecurity companies are investing heavily in AI? Those will be the winner.
They only way to fight AI is with AI. Which of these cybersecurity companies are investing heavily in AI? Those will be the winner.
Posted on 10/23/26 at 12:49 pm to Roy Curado
watch companies like CRM, NOW, ZETA, PLTR, etc. I believe the next generation of AI native software systems will incorporate embedded cybersecurity features. There will always be a massive market for Crowdstrike etc but as enterprise software becomes more sophisticated I think it will be part and parcel of the stack.
the massive revenue for security will only keep growing
the massive revenue for security will only keep growing
Posted on 10/23/26 at 1:41 pm to Texas Tea 123
quote:Easily. Different stage of business. Thanks for the question.
How can you say this when you are so bullish AI and own NBIS at a million times EBITDA?
In other words, I don't need to make apologies for a company that very well may set the all time five year CAGR record.
CRO said that 1GW of vera rubins will be deployed next year.
Bank of America is estimating that 3-6 month contracts will fetch 44 billion per gw.
I think that an ending 2027 ARR of 25bn is highly attainable.
I would even start at 2025 revenue though 2024 would make it much easier.
2025: 530mm
2026: 3.5bn
2027: 9bn (based on upper range of 2026 ARR guidance).
2028: 25bn
2029: ??
There ya go. You made me "apologize/explain".
This post was edited on 10/23/26 at 1:49 pm
Posted on 10/23/26 at 2:26 pm to bayoubengals88
quote:
all time five year CAGR record
If you are so certain on this, then why do you think Core Weaves yields are going berzerk, north of 15%?
It seems that the credit markets are certainty starting doubting the ai infrastructure narrative.
Posted on 10/23/26 at 2:31 pm to Dozen_Charred1026
When you find out how much CRWV pays quarterly in interest you’ll have your answer.
They were not responsible in the early days, and the ytd comparison tells the tale.
This has been plain as day for at least 15 months.
They were not responsible in the early days, and the ytd comparison tells the tale.
This has been plain as day for at least 15 months.
Posted on 10/23/26 at 2:45 pm to bayoubengals88
quote:
There ya go. You made me "apologize/explain".
You are just blindly believing the company and sell side banks
Barber told me I needed a haircut
Posted on 10/23/26 at 2:50 pm to Texas Tea 123
No, I went very conservative compared to what BAC estimates.
Posted on 10/23/26 at 2:52 pm to Texas Tea 123
What is it that you find unbelievable?
Posted on 10/23/26 at 2:54 pm to bayoubengals88
I find it unbelievable how married you are to a cult stock lol
Posted on 10/23/26 at 2:58 pm to Texas Tea 123
In other words, you have nothing to present.
It sounds like you’re mad that you weren’t a founding member of the “cult”.
It sounds like you’re mad that you weren’t a founding member of the “cult”.
Posted on 10/23/26 at 3:08 pm to bayoubengals88
quote:
What is it that you find unbelievable?
NBIS and Coreweave just seem like middle men to me. From what I understand, they buy chips and rent them out, which seems unsustainable.
If there were to be a slowdown in the market due to rising interest rates, and demand for the ai buildout slows because of it, then I don't see what would keep these guys afloat.
An overbuild out or a credit forced slowdown would hurt nearly all tech names, but the giants will be able to recover much easier compared to some of these small infrastructure plays.
This post was edited on 10/23/26 at 3:15 pm
Posted on 10/23/26 at 3:33 pm to Dozen_Charred1026
This very well could be the beginning of a consolidation phase for "neoclouds" where lesser companies go under or get acquired.
But the market has told us that NBIS is best in class, and it's much more than bare metal, so that helps a lot. They also own several other real businesses, which is something that cannot be said of any other neocloud (unless you are referring to the remnant of shitty bitcoin miners from which they pivoted).
But the market has told us that NBIS is best in class, and it's much more than bare metal, so that helps a lot. They also own several other real businesses, which is something that cannot be said of any other neocloud (unless you are referring to the remnant of shitty bitcoin miners from which they pivoted).
Posted on 10/24/26 at 9:03 pm to The Egg
S
SAIL
NTSK
SAIL
NTSK
Posted on 10/29/26 at 7:17 pm to 3rdDOWN
Today alone DHS hacked, Binance hacked, Polymarket hacked and it's only going to escalate imo
This post was edited on 10/29/26 at 7:18 pm
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