The AI Security Playbook: Which Stocks to Buy Now

In this episode of Being Exponential, Luke Lango breaks down why cybersecurity could become one of the biggest second-order winners of the AI boom.

As AI models become more powerful, they're creating enormous productivity opportunities—but they're also expanding the potential attack surface. From AI-powered cyberattacks and autonomous agents to protecting sensitive data and critical infrastructure, cybersecurity spending could become increasingly essential as AI adoption accelerates.

Luke dives into Palo Alto Networks (PANW), CrowdStrike (CRWD), Cloudflare (NET), Fortinet (FTNT), and Zscaler (ZS), examining how each company is positioned for this next phase of cybersecurity growth, where their competitive advantages lie, and whether today's elevated valuations are justified by the opportunity ahead.

We also explore the bear case: Are cybersecurity stocks already pricing in too much growth? And could investors be right about cybersecurity becoming essential to the AI economy, but wrong about how much they're willing to pay for that growth?

Luke shares his major takeaways, the cybersecurity names he's watching most closely, and what investors should look for as the intersection between AI and cybersecurity continues to grow.