When the wheels of the era roll past, it actually has little to do with you



I just saw some news that Cloudflare's stock price $NET was hammered again today, dropping over 13% in a single day, mainly because Anthropic released Claude Mythos, an AI that is specifically designed to find software vulnerabilities and can directly exploit them

The market's current understanding is simple: once this type of AI matures, many security issues will be automatically discovered and even exploited. For companies like Cloudflare that focus on cybersecurity and protection, there is a concern that their moat could be weakened, so investors immediately started pouring money out

As a result, in just 4 days, this stock has already fallen 22%

$PHA $EUL $LPT
PHA4,63%
EUL-11,27%
LPT-9,29%
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