CIB

CIBR

4 tracked calls · 4 long · 0 short · last 90d: 3L/0S

first called by TBPN 3mo ago

CIBCIBRLONG2d ago

“The cybersecurity equilibrium is... most likely it's just like costs go up for everyone loosely because you have to harden yourself more against AI.”

TBPN

AI-driven threats force companies to harden their defenses, guaranteeing a structural surge in cybersecurity spending to a projected $240 billion by 2026.

CIBCIBRLONG@ $89.90

$90.49+0.65%

since call Jul 29

peak +3.4%

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CIBCIBRLONG4w ago

“all the lab leaders have said open source is like 6 months behind. And so now we're approaching 6 months past the last jump in paradigm and massive cyber…”

TBPN · John Coogan

Open-source AI hands advanced cyber attack power to everyone, forcing enterprise and government defense spend to accelerate.

CIBCIBRLONG@ $84.68

$90.49+6.85%

since call Jun 27

peak +11.6%

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CIBCIBRLONG1mo ago

“AI required means that more bits are going to be traveling across networks … cybersecurity is the inspection business. We inspect every bit.”

TBPN

AI buildout multiplies bits in motion, and every bit needs inspection, structurally expanding cybersecurity demand.

CIBCIBRLONG@ $92.35

$90.49-2.01%

since call Jun 3

peak +3.5%

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CIBCIBRLONG3mo ago

“more vulnerabilities discovered means there's more urgency to fix the ecosystem”

TBPN

LLMs widen the attack surface and uncover more flaws, turning enterprise security from a low priority into urgent spend.

CIBCIBRLONG@ $64.93

$90.49+39.37%

since call Apr 8

peak +45.0%

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