Cybersecurity (BK2570) Stock Forum and Discussion

Cybersecurity Watchlist

Cybersecurity is the practice of protecting critical systems and sensitive information from digital attacks. The Cybersecurity concept includes major US-listed companies that provide information technology security and cloud services.

869.323
+4.541+0.53%

Close Sep 13 16:00 ET

876.268High865.358Low

Constituent Stocks: 12Top Rising: S+2.35%

Stanley Yang

10 hours ago

$Zscaler (ZS.US)$ back to 200

ひな☆彡 SOXL

11 hours ago

Cloud ☁️ Strike…!!!

$CrowdStrike (CRWD.US)$
striking the green cloud, if its bull then easily 265…
lets do it bois

ROM-STAR

12 hours ago

AI won't kill software, but it might cannibalize this industry around a few select winners -- here are the 5 stocks I own that I believe will significantly benefit from AI as a massive tailwind 🧐
1. $Palantir (PLTR.US)$ | Palantir
• AI Tailwind: Their business focuses on data integration and analytics -- areas that are becoming increasingly crucial as organizations rely on AI to make strategic decisions. With data volumes and complexity surging, the demand for Palantir’s platforms is set to ris...

AI chip demand boosts Nvidia: Will it spark a chip stock rally?

MACKGforEver

12 hours ago

Goldman on $CrowdStrike (CRWD.US)$
Product: CrowdStrike highlighted the progress it has made with its next-gen SIEM, including flagship wins at large financial institutions. CrowdStrike can sometimes land alongside an existing SIEM by providing a data lake, which allows customers to reduce cost by two thirds and drives faster processing. Over time, CrowdStrike can work with the customer to facilitate a transition for querying as well. Charlotte AI (its security operations center copilot) is seei...

AI chip demand boosts Nvidia: Will it spark a chip stock rally?

Ziggz420

Yesterday 07:55

$CrowdStrike (CRWD.US)$ I know we are 142 dollars a share from that high or day internet collapsed but ppl told me this stock was dead I said ppl have memory of gold fish and I'm close to correct I bought few shares at 200.56 and 222.33 & 236.98 wasn't a ton but looks like I'ma make a nice profit from a supposed collapsed stock lesson here is even a major glitch gets a major come back $NVIDIA (NVDA.US)$ is also in process of doing same I got at 102-108-116-118.71 & 125.26 before it dropped but so...

Jensen 108

Sep 12 09:47

$Zscaler (ZS.US)$ let's close 170 today

CCK15

Sep 12 02:06

cyberattack

$Fortinet (FTNT.US)$ https://www.cyberdaily.au/security/11098-fortinet-suffers-cyber-attack-affecting-asia-pacific-customers

ひな☆彡 SOXL

Sep 11 08:31

I did enter anyway

$CrowdStrike (CRWD.US)$
maybe it wont go down as much as i expected?
lets see

A Better Tomorrow

Sep 11 07:44

Can enter as long term ?

$Cisco (CSCO.US)$ Can invest ?

Brianjh

Sep 11 06:33

The AI Value Chain

Mapping out the current state of AI markets by : "Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...

Money Thrill : That the "AI app layer will ultimately determine the value of the industry as the current infrastructure buildout will become a bubble without value creation on the back end". That's a hypothesis ... for example.
The Danish company Nordic, a counterpart of Teleperformance. Nordic is a leading customer contact services company, similar to Teleperformance, offering solutions for customer service, technical support, and other business processes.
The use of artificial intelligence (AI) in customer contact services can deliver significant savings. According to recent reports, the use of AI can increase productivity by 30 to 50 percent
> 1. This is because AI systems, such as chatbots and automated responses, can take over many tasks that would otherwise be performed by employees. This allows companies to significantly reduce their personnel costs. In addition, AI offers the opportunity to improve the customer experience by providing 24/7 support and responding faster to customer questions
>2. This can lead to higher customer satisfaction and loyalty, which can also indirectly lead to cost savings. According to a McKinsey report, AI can automate up to 40 percent of total working hours in the Nordics. By Nordic was it millions of money because it no longer needed 300 employees. When the company announced this, Teleperformance fell to a low point precisely because it was not yet using AI.
So, is that a BUBBLE ? That's Fundamental business

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Money Thrill : I read a book about artificial intelligence and the problem is the PATTERN RECOGNITION in the Black boxes. This requires an enormous amount of human intelligence and commitment and takes months to train. It requires very large memory-intensive capacity. Perhaps $Micron Technology (MU.US)$ is already secretly making this at Imec Belgium, the largest laboratory in the world. 5000 engineers. The nano chips for 2035 exist already? But it is secretly. They have already buyed an Quantum lithography machine for nano chips?
Let me give you an example again. The recognition of clinical pictures with scanner, NMR or radiographic examinations is incredibly promising. Genome research also took 2 days instead of 14 years. One company succeeds, another shall fail. [Photo imec]

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Money Thrill : Perhaps Brian, we must look for the best Foundries and designers? Intel is too late? AMD also? A designer to help is, i suppose $ServiceNow (NOW.US)$? $Micron Technology (MU.US)$ for advanced memory-intensive chips in 2025? Have you other ideas or suggestions ? Nvidia also good and i suppose $Super Micro Computer (SMCI.US)$ also for the Tracks? $Qualcomm (QCOM.US)$ for the Snapdragon? $Arm Holdings (ARM.US)$ for patents or intellectual property rights. ?

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