Shrav Mehta

Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water utilities" and corporate targets. AWS in UAE was already hit. As kinetic options for Iran are degraded by US/Israel, they will pivot to asymmetric digital warfare. This forces governments and corporations to panic-spend on hardening defenses, benefiting best-in-breed cybersecurity vendors. LONG. Cyber is the "second front" of this war. Valuation concerns in the tech sector generally.

Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water utilities" and corporate targets. AWS in UAE was already hit. As kinetic options for Iran are degraded by US/Israel, they will pivot to asymmetric digital warfare. This forces governments and corporations to panic-spend on hardening defenses, benefiting best-in-breed cybersecurity vendors. LONG. Cyber is the "second front" of this war. Valuation concerns in the tech sector generally.

Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water utilities" and corporate targets. AWS in UAE was already hit. As kinetic options for Iran are degraded by US/Israel, they will pivot to asymmetric digital warfare. This forces governments and corporations to panic-spend on hardening defenses, benefiting best-in-breed cybersecurity vendors. LONG. Cyber is the "second front" of this war. Valuation concerns in the tech sector generally.