[DEVELOPING] Cybersecurity's AI-risk revaluation holds into a fourth session as the desk validates Palo Alto and CrowdStrike buys
The rotation into security software that began on the Sept 14 frontier-slowdown scare (Amodei/OpenAI AI-safety warnings) held through mid-week, with CrowdStrike up ~14% to all-time highs on Fal.Con launches (Falcon Guardian, SafeMind, Agentic Identity) and Palo Alto up ~13% on a Wedbush Best-Ideas $400 call. The desk validated PANW and CRWD as buys today on this real, price-confirmed driver while flagging it as narrow and sentiment-led, with both names up ~99% YTD. Now four sessions on, the open question is durability once the frontier-safety headlines fade and the Fed hike settles into discount rates.