The cybersecurity market is set for a massive surge. A report projects the global AI in cybersecurity market will hit $93B by 2030.
As a quant, I modeled what that could mean for 3 key players, assuming they capture a share of that market:
• $PANW: ~$305/share. As the market…
Few will understand that $MU is currently experiencing a supply-demand dynamic that is very similar to what $NVDA has experienced.
Both companies are facing extraordinary demand for advanced products (HBM for Micron, GPUs for NVIDIA) that outpaces their ability to ramp supply…
99% of traders obsess over entry signals.
The 1% who survive obsess over position sizing.
Forget the “perfect entry.”
Master:
•Kelly Criterion
•1-2% max risk per trade
•Asymmetric R/R setups
Your longevity in markets = how you size risk, not how you time tops.
What % of…
$META taps private credit for help to fund their Data centers and then talks about rolling back some Cap-Ex and yet everyone thinks AI is ending and Armageddon is around the corner
(It is but not just yet)
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