Episode Details

Gili Raanan - Cybersecurity Investment Playbook
3/25/2025
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $CYBERSEC - The cybersecurity sector is experiencing a 'perfect storm' of favorable conditions, driven by global conflicts and technological advancements. AI is expected to redefine and revolutionize cybersecurity solutions, replacing traditional architectures.
    • We live in days where it's actually the perfect storm in cybersecurity for various reasons.” - Gili (5:32)
    • AI would redefine cybersecurity. It would replace the old ways cybersecurity solutions were architected.” - Gili (12:21)
  • 🟢 $FIREBLOCKS - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟢 $WIZ - 🔒
    • Sign up to see full quotes, jump to timestamps, & more