Milk Road AI(@MilkRoadAI):$CRWD is up more than 5% today to around $250, and the market finally gets it. This week the PHP team disclosed two CRITICAL flaws in code that runs a huge share of the world's websites. CrowdStrike CEO George Kurtz just told CNBC to expect A LOT of breaches in the coming months. At the same time, Anthropic says Claude Mythos 5 tried to sneak malicious code into a real software project during a safety test. When AI can find bugs and write exploits at machine speed, every company has to buy more defense and that is why cyber is rallying while chips sell off. $PANW is up about 12% in three days, and Morgan Stanley says corporate security budgets got stronger in Q3. AI spending is the biggest story in markets, but the AI SECURITY bill could end up being one of the most durable trades of the cycle.

2026.10.23 16:23

$CRWD is up more than 5% today to around $250, and the market finally gets it. This week the PHP team disclosed two CRITICAL flaws in code that runs a huge share of the world's websites. CrowdStrike CEO George Kurtz just told CNBC to expect A LOT of breaches in the coming months. At the same time, Anthropic says Claude Mythos 5 tried to sneak malicious code into a real software project during a safety test. When AI can find bugs and write exploits at machine speed, every company has to buy more defense and that is why cyber is rallying while chips sell off. $PANW is up about 12% in three days, and Morgan Stanley says corporate security budgets got stronger in Q3. AI spending is the biggest story in markets, but the AI SECURITY bill could end up being one of the most durable trades of the cycle.

Milk Road Stocks@MilkRoadStocks

2026.10.21 11:15

Dan Ives says we're less than 15% through the AI buildout, with $3-4T of spending coming. "My five favorite picks for this year going in 2027, it's NVIDIA, it's Microsoft, it's Apple, it's Palantir, and it's CrowdStrike..." "Apple, which is really gonna be the toll collector on the consumer AI highway." He sees 800 to 1,000 data centers built over the next 2-3 years and calls memory "a true super cycle." "The bears have called 10 of the last two downturns." Is he right that we're in year 3 of a 10-12 year build, or is that already priced into $NVDA and $PLTR? FT @DivesTech @ZetaGlobal.

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