Calls
3
Shrav Mehta
CEO/Co-Founder, Secureframe
Win Rate
100.0%
return
+98.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$63.40
+45.6%
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.
Thematic ETFs
Long
Mar 02
$96.22
+110.7%
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.
Cybersecurity
Long
Mar 02
$150.15
+139.4%
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.
Cybersecurity
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Shrav Mehta has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: PANW, CRWD, CIBR.
