I’d pick cybersecurity as the sector with the most room to run. AI is creating new threats while making enterprise infrastructure more complex, supporting strong long-term security spending.
$Palo Alto Networks(PANW)$ and
$CrowdStrike Holdings, Inc.(CRWD)$ both look compelling, although I expect some consolidation after the strong rerating.
If I had to pick one name today, I’d choose PANW. The CyberArk and Chronosphere acquisitions could strengthen its platform and accelerate ARR growth, giving it catalysts beyond traditional cybersecurity. Demand is also becoming increasingly essential as companies deploy more AI.
That said, I wouldn’t chase stocks at all-time highs. I’d rather wait for pullbacks and DCA into PANW or CRWD. Banking and defense remain fundamentally strong, but cybersecurity offers the most attractive combination of secular growth and pricing power to me.
@TigerClub @TigerPicks @TigerStars @Tiger_comments
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