(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Of all the horrendous nonsense we were forced to entertain this spring, none of it was more horrendously nonsensical than the idea of people vibe-coding their own cybersecurity solutions. I was sitting in the office with Batnick one afternoon and we noticed CrowdStrike and Palo Alto dropping double-digits intra-day. He’s like “they’re saying cyber stocks are the next AI disruption group.” I remember saying “Get the **** outta here” and wishing I didn’t already have a full position in CRWD with a cost basis in the 100’s. Anyway, that ended up being as laughable a few months later as it sounded at the time. The big cyber stocks are up huge right now. It’s perhaps the only area in software where investors see the AI revolution as a growth catalyst rather than an existential threat. Plain and simple: Cybersecurity is the one line item on the corporate IT budget that’s non-negotiable and guaranteed to grow as far as the eye can see. And, paradoxically, the better AI gets, the less these companies can be disrupted because of how dangerous the potential hacking threats will become. This puts it in its own category and separates it from the Salesforces and the Atlassians of the world. When Anthropic was forced to disclose a highly disturbing development involving its Mythos model detecting hundreds of security flaws at some of the largest corporate entities in the world, it created something called Project Glasswing to address the problem. This initiative’s purpose is to bring together some of the most systemically important players on the web to find solutions to these flaws before the bad guys get access to newer, more powerful AI tools. The list of partner companies named in the Glasswing press release included Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorgan Chase, the Linux Foundation, Microsoft, Nvidia…
