Shrav Mehta 1.8 3 ideas
CEO/Co-Founder, Secureframe
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By sector
Stock
2 ideas
+4.6%
ETF
1 ideas
-0.4%
Top tickers (by frequency)
PANW
1 ideas
100% W
+7.0%
CRWD
1 ideas
100% W
+2.2%
CIBR
1 ideas
0% W
-0.4%
Best and worst calls
Best calls
PANW LONG
+7.0%
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water u...
Mar 02
CRWD LONG
+2.2%
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water u...
Mar 02
CIBR LONG
-0.4%
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water u...
Mar 02
Worst calls
CIBR LONG
-0.4%
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water u...
Mar 02
CRWD LONG
+2.2%
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water u...
Mar 02
PANW LONG
+7.0%
Mehta argues Iran lacks kinetic dominance but will use cyber capabilities to attack "infrastructure... airports, water u...
Mar 02
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.
CEO/Co-Founder, Secureframe