Cisco is a buy as they transform into a high-speed AI Ethernet provider with $2.1B in hyperscaler AI orders, despite a dip to $78 after earnings due to legacy investor concerns.
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The market is pulling back. While software stocks crash, we’re ignoring the noise and buying the dip on the...
Feb 25, 2026
The creator identifies four cybersecurity stocks to buy amidst a market pullback and software stock crash, highlighting their AI infrastructure plays and recent significant contracts or investments.
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Tickers discussed in this post
Akamai is a buy as they pivot to a decentralized AI security engine, with a 45% growth in cloud infra and a $200M AI contract, despite a 15% drop due to short-term panic.
Broadcom is a buy as they built custom silicon and high-speed networking switches for AI, with a $73B AI backlog, despite a recent 20% pullback.
Nebius is a buy due to Nvidia's $700M investment and strong $3B 2026 revenue guidance, despite being mispriced as a legacy telecom company.