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CRWDPANWZSOKTABULLISHCore thesis · 5/5

Cybersecurity stock sell-off is a panic overreaction

The market's sharp sell-off in cybersecurity stocks following Anthropic's AI safety announcements was an unjustified panic, misinterpreting AI application code review with broad perimeter and identity defense.

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CRWD: Cybersecurity stock sell-off is a panic overreaction · Zortix