I would be particularly careful with cybersecurity because of Claude Mythos, because this AI model can actually find and fix zero-day security vulnerabilities more reliably and faster than a human.
This will make our software more robust, which is a good thing, but today's lengthy penetration tests will be a thing of the past.
If Anthropic's story is true and the Glasswing project ($CRWD and $PANW are involved), which Claude Mythos is currently testing, gets even ONE positive response, then the cyber security industry will go under.
So you'd better set your stop loss a little tighter.
By the way, I wouldn't consider Cloudflare to be all that vulnerable.
This will make our software more robust, which is a good thing, but today's lengthy penetration tests will be a thing of the past.
If Anthropic's story is true and the Glasswing project ($CRWD and $PANW are involved), which Claude Mythos is currently testing, gets even ONE positive response, then the cyber security industry will go under.
So you'd better set your stop loss a little tighter.
By the way, I wouldn't consider Cloudflare to be all that vulnerable.
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6Mes
@BeachPlease Yesterday you said you were still waiting for $PANW and $CRWD. Changed your mind?
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•@jkb92 Nope, just pulled up the stop loss :) I'll try the entries, but if it doesn't work out, I'll be out again very quickly.
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@BeachPlease How do you see the company $RBRK positioned against the threat of AI?
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@Dennisje Rubrik is more broadly positioned, so only the threat analysis business case should be at risk.
The fundamentals don't look so good: They have been making losses for years and their debt is relatively high.
In chart terms, they fall out of my personal strategy - it is no longer a correction if the 0.768 Fib retracement is torn. Then it's just a big pile of sh... 😅
If you want to invest, I would advise you to enter around $42.30, where a first support has formed today. The stock is hot, so you should definitely set a stop loss.
Good luck and may the returns be with you :)
The fundamentals don't look so good: They have been making losses for years and their debt is relatively high.
In chart terms, they fall out of my personal strategy - it is no longer a correction if the 0.768 Fib retracement is torn. Then it's just a big pile of sh... 😅
If you want to invest, I would advise you to enter around $42.30, where a first support has formed today. The stock is hot, so you should definitely set a stop loss.
Good luck and may the returns be with you :)
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@BeachPlease Very cool of you honestly thank you very much
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•@Dennisje You're welcome, you've been helped and I've learned something again - win win 😄
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•@BeachPlease They are close to profitability and also have more cash than debt. Maybe that will make it a little better. I've already bought shares, unfortunately a bit too early. The last figures simply convinced me :( I just wonder why AI should now destroy their business model. I thought they would be less affected than other SaaS/cyber companies.
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•@Dennisje Return since the IPO 2 years ago is (still) ~30%, with 40% of the company owned by banks. Success looks different.
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6Mes
@BeachPlease Well then short all cybersecurity stocks, preferably before Anthropic's IPO, their marketing paper on Mythos must be worthwhile.
Btw, it's called Zero Day.
Btw, it's called Zero Day.
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