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 res
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.
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