Bullish on AI cybersecurity sector leader

AI security is still early and may not be stressed until some point in 2027. "We are still on the very early part of the lower part of the bell curve with AI security. I don’t think we are long before we turn that corner though. But this is also dependent on the vendor. Fortinet is starting to put AI security solutions like prompt injection detection and AI proxy gateways in their products, and Palo Alto is trying to sell products for that like Prisma AIRs. I’d expect this obviously to be a very focused part of the 2027 go-to-market motion as it continues to become a more important part of the discussion within sales cycles. However, AI security technology is still going to be adopted at the largest companies first as the price is high and they can afford, but the more important reason for this is that these solutions are still largely untested and you will find more of the problems upfront." We need to be secure! $PANW $FTNT $CRWD