https://finance.yahoo.com/news/cyber-security-market-expected-reach-150100976.html
Cybersecurity market is expected to have a 10.4% CAGR through 2033. Reaching 0.6trillion
IMO cybersecurity is one of the most obvious secular bull markets I can think of.
IMO stocks like ZS, CRWD, PANW, FTNT, MSFT are in a different classification than software stocks with uncertain business risk . >80% of modern enterprise cyber attacks don’t every use malware, the use case for Claude is extremely limited when it comes to actual enterprise security.
I mean just look at how many scammers are on Reddit investment subs 🤣
