🔥 CYBERSECURITY JUST JOINED THE AI RALLY.
Okta and CrowdStrike exploded higher after strong earnings.
Okta reported $805M revenue + $1.05 adjusted EPS, while CrowdStrike posted $1.47B revenue and raised its outlook.
The bigger narrative:
AI doesn’t only create computing demand—it creates a massive security problem.
That could make cybersecurity one of AI’s biggest second-order trades.
#OKTA #CRWD #Cybersecurity #Aİ
$CELR
$SOLV
$WLFI
#oktacrowdstrikesurgeonearningsbeat
Okta and CrowdStrike exploded higher after strong earnings.
Okta reported $805M revenue + $1.05 adjusted EPS, while CrowdStrike posted $1.47B revenue and raised its outlook.
The bigger narrative:
AI doesn’t only create computing demand—it creates a massive security problem.
That could make cybersecurity one of AI’s biggest second-order trades.
#OKTA #CRWD #Cybersecurity #Aİ
$CELR
$SOLV
$WLFI
#oktacrowdstrikesurgeonearningsbeat