u/Careful_Offer5789

To me, it really makes no sense to be this risk on right now, but it sure feels like it… Started off with just the crème de la crème (mag 7 and chips), then certain software names that got mistakenly slaughtered in the past months (like the big cybersecurity names). Now I’m beginning to see higher beta names getting some love as well. All this is fine! But what’s leaving me even more dumbfounded are the more speculative names like AVIS, Allbirds and beyond meat 🤷‍♂️ now I’m not touching those names but are we really in that kind of environment again? I mean…. That was quick?

seeing how CRWD and PLTW stock got slaughtered the past 2 days because of how the new Anthropic models can do security scans on codebases to find vulnerabilities to me is like.......... what the.......

I just don't see system security teams monitoring endpoints, processes, file activities, system calls, logs and ports 24/7 and burning through tokens using Claude. You just don't do it. You will bankrupt your company, you will most likely also dry out all the lakes across America....

aaaand good luck vibe coding another Crowdstrike Falcon. To maintain it, update it with the latest threats and iron out the bugs...... dude, might as well just pay the damn subscription fee.

With all the new datacenter buildouts happening, I just see more and more demand for its services. Every time a new critical instance spins up somewhere CRWD prob makes a new monthly subscription fee.

and with the cherry on top, its a Pelosi stock :). You don't bet against 2 things in this market, the FED and Pelosi haha

I think the only reason keeping this stock down is because of IGV getting killed and there is no investor appetite for risk. So what do you think the catalyst will be in order for investors to get their risk appetite back? Some blockbuster IPOs maybe?

So tell me if I'm missing something here. Any experts in the cybersecurity field?