CrowdStrike – Why I See the Fear Trade as a Long-Term Play on the "Rise of Software"!
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What happened in the week of September 14, 2026, was more than just a daily fluctuation: Anthropic CEO Dario Amodei warned in a widely noted essay about the excessive pace of AI, and Microsoft responded with its "Humanist AI Code of Conduct." Wall Street promptly reacted – pulling out of chip stocks and moving into security software. The software ETF IGV outperformed the semiconductor basket SOXX by 9.94 percentage points, marking the largest daily difference ever, according to Dow Jones. Cybersecurity therefore stands out to me as one of the...
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