00:00 Speaker A
Everyone is obsessing over AI, who’s winning, who’s losing, who’s leading the charge. Guess what no one’s talking about. Cybersecurity’s critical role in the AI boom, and unlike most sectors, cybersecurity is completely tariff proof. Here’s the deal. AI growth isn’t possible without bulletproof security. Every new AI application, a chatbot, autonomous vehicles, generative models, cloud computing depends on massive amounts of sensitive data. And the more data we generate, the bigger the cyber risk becomes. Tariffs and trade wars can’t slow that down. If anything, global uncertainty makes cybersecurity even more essential. Companies like CrowdStrike, Palo Alto Networks, Fortinet, Zscaler, and CyberArk are perfectly positioned. They’re not affected by supply chain disruptions or global trade battles. Instead, their growth accelerates when uncertainty increases, exactly when other stocks become vulnerable. Look around, banks, healthcare providers, data centers, cloud platforms, they’re all leaning deeper into AI. And with that AI expansion comes increased vulnerability. The more data and digital infrastructure grow, the bigger the cybersecurity spending becomes. So forget trying to predict the next tariff headline or trade war scare. Instead, bet on cybersecurity, the sector quietly benefiting from all the noise. The bottom line, cybersecurity stocks are essential infrastructure. They don’t rely on international diplomacy or tariff policies. They simply thrive on growing digital threats, accelerated by AI adoption and geopolitical tensions. Now that’s a trade worth considering.
