Sep. 16 at 6:50 PM
$CRWD Everyone screaming “WE NEED SAFEGUARDS FOR AI!” better start looking at the companies that actually provide the infrastructure to secure, govern, monitor and protect it. 🔥
CRWD — endpoint + AI-driven threat protection
$ZS — Zero Trust security
$PANW — enterprise/cloud cybersecurity
$SNOW — governed enterprise data infrastructure
$PLTR — AI deployment, governance + mission-critical data platforms
You can’t demand MORE AI security, MORE governance, MORE data protection and MORE monitoring… then act like the companies providing those capabilities aren’t sitting in front of a MASSIVE secular opportunity.
If the world truly believes AI requires an entirely new level of safeguards, these companies should eventually be worth DOUBLE.
AI spending isn’t only GPUs and data centers.
Compute → Data → AI → Security → Governance.
The bigger AI gets, the bigger the attack surface gets — and the more valuable the companies protecting the entire ecosystem become.
The AI security SUPER-CYCLE may just be getting started. 🚀
