CYBERSECURITY VALUE CHAIN

Hello everyone! Today i want to share some trading ideas with you!!

Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security, AI does not replace the product since it expands the threat surface and creates more demand for the product.

Remember that the bad guys also have LLMs too which is why the AI security stack matters:

• $Zscaler Inc.(ZS)$ zero-trust access

• $CrowdStrike Holdings, Inc.(CRWD)$ endpoint protection

• $Fortinet(FTNT)$ network firewalls at scale

• $Rubrik Inc.(RBRK)$ data resilience & recovery

• $Cloudflare, Inc.(NET)$ network security at the edge

• $Okta Inc.(OKTA)$ identity & access management

• $SentinelOne, Inc(S)$ AI-native endpoint & cloud workload security

• $Palo Alto Networks(PANW)$ unified network, cloud & SecOps security

• $Microsoft(MSFT)$ Azure-integrated security across identity, endpoint & cloud

When an enterprise deploys 1,000 AI agents executing autonomous workflows then they've just created 1,000 new endpoints that need protection. Each agent has credentials, API access and the ability to take actions but each one can be compromised, manipulated or hijacked.

If AI infrastructure is a generational buildout then cybersecurity is a generational growth story.

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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

CYBERSECURITY VALUE CHAIN

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