Zscaler

1. This means fewer model launches due to NEW Safety Focused Development.

2. Multiple cycles from training, evaluate, detect risks, roll back, retrain, alignment RL, Monitor then Release, so therefore MORE compute, networking and power will be consumed.

3. Security stocks such as $CrowdStrike(CRWD.US)and a few others will gain a competitive winning edge for this deployment.

4. The real warning sign is capex cuts, but not slower model releases. Guidance, GPU orders and planned data Center capacity will naturally be under the new watchful eyes for such new deployment holistically🆕🇺🇸

$Zscaler(ZS.US)with the growth of AI hacking threats, cybersecurity is now in the spotlight. There are not that many players in this sector. I believe there is a lot of revenue to unlock in the next few years. Position early to capture upside!

$Zscaler(ZS.US)

Zscaler has bounced off the lows of the first half of 2026. It is an overreaction to the then sky high expectations of the entire saas ecosystem. The departure of a high profile exec added to this problem. I foresee them being essential in an AI driven world.

At last we have a date for the peace deal signing! It’s good to have progress. Now let’s hope they sign that thing!

US-Iran Peace Deal is all done, just left with putting pen to paper on Friday. Markets roared back upwards, but how long will this relief last this time round? There is still time for things to go wrong (let's hope not), but I genuinely won't be surprised if it doesn't turn out as planned. Regardless, we can enjoy the temp stabilisation of stocks for now.

Main risk is whether the US-Iran deal holds any renewed tension in the strait of hormuz could send oil prices climbing again just as quick

At last we have a peace deal with an actual date on the table. It has been on and off for so long it has to get done at some point of time!

War on Iran, this time really happened. Crude oil price dropped more than 7%. will all Airlines stock going back to normal business era ? what do you think?