AI compute is still driving a big part of the rally, but I find cybersecurity more interesting at these levels. More AI agents and automated workflows also mean a larger attack surface, making security increasingly important alongside chips and compute.
CRWD is my watchlist pick because it offers exposure to this second-order effect of AI adoption. This week's fresh highs also seem broader than just one theme, with AI, cybersecurity and energy all participating, which is healthier than a rally driven solely by a handful of chip stocks.
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- JoyceTobias·14:43Attack surface expansion feels structural here. Security spend probably consolidates toward platform names like CRWD as AI agents spreadLikeReport