Apr. 10 at 1:21 PM
$ATEN Opportunity after yesterdays sell off> I think so....For newbies, A10 isn't a pure play code scanner or endpoint agent; their ADC and DDoS protection biz serves a different layer of the stack that AI can't just swap out overnight.
Even Bank of America noted that Anthropic's tools really only threaten niche code scanning plays like GitLab and JFrog . Not end to end security platforms.
Meanwhile, Anthropic's own Project Glasswing is partnering with cybersecurity companies to defend against Mythos ......meaning the threat landscape is actually creating greater demand for robust infrastructure players. AI finding more vulnerabilities equals more attack surface equals more need for what A10 does. This dip is noise and opportunity Same holds true for
$CRWD $FTNT $PANW $NET
Lets not also forget A10 isn't just a security co but an AI infrastructure corp. Their thunder TPS, their ADC load balancers, their lightning CGN. this is the plumbing that AI data centers and hyperscalers run on
