Calls
2
Brian Carbaugh
CEO and Co-Founder of Andesite, Former CIA Officer
Win Rate
100.0%
return
+94.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 13
$110.28
+79.9%
We see attackers using AI... More and more of that infrastructure is in private hands. That risk is shared. Nation-state actors and hacktivists are weaponizing AI to attack critical infrastructure. Because hospitals, energy grids, and financial systems are privately owned, these corporations will be forced to drastically increase their enterprise IT budgets to procure AI-enabled cybersecurity platforms. LONG. Geopolitical kinetic warfare is expanding into corporate cyber warfare, making top-tier cybersecurity software a mandatory, non-discretionary expense for the private sector. High valuation multiples in the cybersecurity sector could lead to multiple compression if enterprise IT budgets broadly contract.
We see attackers using AI... More and more of that infrastructure is in private hands. That risk is shared. Nation-state actors and hacktivists are weaponizing AI to attack critical infrastructure. Because hospitals, energy grids, and financial systems are privately owned, these corporations will be forced to drastically increase their enterprise IT budgets to procure AI-enabled cybersecurity platforms. LONG. Geopolitical kinetic warfare is expanding into corporate cyber warfare, making top-tier cybersecurity software a mandatory, non-discretionary expense for the private sector. High valuation multiples in the cybersecurity sector could lead to multiple compression if enterprise IT budgets broadly contract.
Cybersecurity
Long
Mar 13
$167.00
+108.8%
We see attackers using AI... More and more of that infrastructure is in private hands. That risk is shared. Nation-state actors and hacktivists are weaponizing AI to attack critical infrastructure. Because hospitals, energy grids, and financial systems are privately owned, these corporations will be forced to drastically increase their enterprise IT budgets to procure AI-enabled cybersecurity platforms. LONG. Geopolitical kinetic warfare is expanding into corporate cyber warfare, making top-tier cybersecurity software a mandatory, non-discretionary expense for the private sector. High valuation multiples in the cybersecurity sector could lead to multiple compression if enterprise IT budgets broadly contract.
We see attackers using AI... More and more of that infrastructure is in private hands. That risk is shared. Nation-state actors and hacktivists are weaponizing AI to attack critical infrastructure. Because hospitals, energy grids, and financial systems are privately owned, these corporations will be forced to drastically increase their enterprise IT budgets to procure AI-enabled cybersecurity platforms. LONG. Geopolitical kinetic warfare is expanding into corporate cyber warfare, making top-tier cybersecurity software a mandatory, non-discretionary expense for the private sector. High valuation multiples in the cybersecurity sector could lead to multiple compression if enterprise IT budgets broadly contract.
Cybersecurity
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Brian Carbaugh has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: PANW, CRWD, CYBR.
