The creator holds Okta for its dominance in identity management but notes it has slower growth than peers.
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BUY HEAVY! I Just Bought $55,000 of 2 Stocks
Let's Talk Money! with Joseph Hogue, CFAFeb 20, 2026
Joseph Hogue argues that the recent sell-off in cyber security stocks is a massive buying opportunity, driven by a market misunderstanding of AI's impact. He believes AI will exponentially increase cyber threats, forcing companies to significantly raise the portion of IT budgets dedicated to security.
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Tickers discussed in this post
Cloudflare is noted for its strong earnings performance and successful expansion in the cloud security market.
Fortinet is highlighted as a cash flow machine with industry-leading 30% operating margins and attractive valuation.
ServiceNow is cited as a core software provider whose security and reliability make it difficult for AI to displace.
Salesforce is mentioned as a resilient software provider that is unlikely to be replaced by amateur AI-generated code.
Zscaler is highlighted as a mispriced growth opportunity within the accelerating cyber security sector.
CrowdStrike is a top pick as cyber security spending is expected to capture a much larger share of corporate IT budgets.
Palo Alto is a buy after an 8% sell-off because the creator believes the market overreacted to conservative earnings guidance.