The AI Agent Problem That Is Priced In

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-09-24

We trimmed Palo Alto Networks (PANW) and CrowdStrike (CRWD).This episode covers the secular trend behind cybersecurity spending and why both names stay core to the thesis, just at a smaller position size.Every new wave of IT infrastructure adds nodes to the network: smartphones, then public cloud, now AI data centers. The number of possible connections between those nodes grows as N(N-1)/2, and each connection is something to secure. Autonomous AI agents are the next class of node. Each one needs an identity and access controls, which is the reasoning behind our CyberArk position (now part of...