Cyber security stocks are deep(er) value in the Agentic AI era.

Summary

• The post argues that cybersecurity stocks are undervalued ("deep value") due to the rising threat from AI-powered bad actors ("Agentic AI era").
• The author, a self-proclaimed cyber professional, believes the total addressable market (TAM) for cybersecurity is not compressing like other IT sectors and has predictable growth, making current multiple compression an attractive entry point.
• Quality assessment: This is speculation. The author presents a high-level thesis based on their professional experience but provides no data, valuation models, or in-depth analysis to support the "deep value" claim.