Jacky Rosen 1.1 3 ideas

Member, Senate Armed Services Committee
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3/15 min ideas
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Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
PANW CRWD BAH CNBC Mar 03, 17:05
Member, Senate Armed...
Jacky Rosen (Member, Senate Armed Services Committee) | 3 trade ideas tracked | PANW, CRWD, BAH | YouTube | Buzzberg