The top dogs in Cloud Cybersecurity revenues in recent months! 1. Wiz 2. Palo Alto Networks 3. Crowdstrike 4. SentinelOne 5. Orca 6. Lacework / Fortinet 7. Sysdig. *** *Est as of a few months ago. Massie implications for the cybersecurity ecosystem p

Let me be clear -- other areas of tech (c-support, ERP, project mgmt, Acct etc) may not be as resilient as these two categories. No company can afford to lag behind on AI, or expose their companies to cyber threats.

Tarrifs or no tariffs, AI and Cybersecurity spending will remain resilient for the leading companies. Bullish on these sectors of tech amidst all the noise.

Bullish on cyber QuoteFrancis@InvestiAnalyst·Apr 7Tarrifs or no tariffs, AI and Cybersecurity spending will remain resilient for the leading companies. Bullish on these sectors of tech amidst all the noise.

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