Is AI Crushing Cybersecurity? $CRWD $PANW Face the Music (E128)

The AI arms race is here, and it's shaking up the cybersecurity landscape. Is it time to panic, or is this a buying opportunity? We dive deep into the AI doomsday fears and how it could impact our portfolios.

Plus: 🧠 Axon's stock-based comp problem: a great company, TERRIBLE stock? $AXON 📊 Wise's Nasdaq listing is imminent: what does it mean for investors? $WISE $WIZEY 💊 Krzysztof's selling Coherus for a NEW biotech play: $CHRS $NKTR $ABCL

Segments: 00:00:00 Cold Open 00:01:47 Subscriber Growth Slowdown: Are We Boring? 00:03:57 Mama Monkey's Patreon Offer 00:05:51 Claude Mythos & Cybersecurity Apocalypse? 00:11:06 Is AI a Tailwind or Headwind for Cybersecurity Stocks? 00:11:46 $CRWD CrowdStrike: Time to Buy? 00:22:26 $NKTR Nectar Therapeutics: Krzysztof's New Biotech Pick 00:28:05 $AXON Axon Enterprise: Great Company, Terrible Stock? 00:30:52 Stock-Based Compensation Explained 00:42:37 $WISE Wise PLC: Nasdaq Listing Incoming! 00:45:19 Investor's Mirror App Update 00:50:54 Closing

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