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Uncertainty about taxes, economic decline and economic decline has made investors a long-term plan. But according to Kenne Polaly, a veteran Peshmerga at Wall Street, maybe there is a single sector that has a chance to pass this storm.
“Everyone is AI’s temptation,” Polari said in a new episode of the commercial podcast. “Count what? Nobody talks about the important role of cyber security in the AI earthquake.
“In contrast to most sectors, cyber security is completely anti-tax,” he said.
Electronic security companies such as Crowdstrike (CRWD), Panw Network (Panw), Fortinet (FNT), ZSCALER (ZS) and Cyberrk (CYBR) may be good to live in this unknown market. Although the stock market has fallen sharply for a year, many of these companies have returned better than most.
“AI growth cannot be unsecured,” he said. “Every new AI and chatbots – autonomous cars, models, cloud computers – rely on a large amount of sensitive data. And the more we create data, the larger cyber threat.
“The search and trade war cannot slow down,” he said. “If there is something, the uncertainty of the world of cyber security will be more essential.
Taxes and escalation of trade tensions have primarily put pressure on companies that import physical goods and energy, and software and data are not largely affected. Although investors are likely to see general changes in cyber security shares according to broad market trends, the electronic security industry does not rely so much on the goods that target these taxes.
Read more: What does Trump’s taxes mean to your economy and wallet
“Instead of that, their growth will be faster when uncertainty increases, exactly when other shares are weakened,” Polari said. In addition, many of the main players in the cyber security competition are currently based in the United States, not even the possibility that the possibility of possibilities will significantly reduce the return of the sector.
He continued and said, “Look around you. “Buts, health care providers, data centers, cloud platforms – all of them deeper to AI. With this AI’s expansion, the more weaker data and digital infrastructure grows, the larger cyber security costs.
Although no sector may be safe if the United States descends to a complete retreat, Polycari insisted that cyber security “the sector will quietly use all the votes.