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Everyone’s losing their minds over the AI bubble. Meanwhile, the market was quietly bidding up the companies protecting people from what AI is enabling.. Some of the top cybersecurity names since last week: • $AKAM +45% • $FTNT +35% • $CRWD +18% • $ZS +16% • $PANW +15% And for the first time in a while, crypto actually moved with the trend. $ZEC nearly 2x’d alongside the cyber/privacy basket. Feels like a much bigger theme underneath all this..

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