Miner Company
Cybersecurity's Anthropic Headwind - This Makes No Sense
CrowdStrike, Cloudflare, and Rubrik remain strong 'buy' ratings despite the recent sell-off triggered by Anthropic's Claude Code Security launch. Claude Code Security targets application code vulnerabilities but does not overlap with core offerings of CRWD, NET, ZS, or RBRK, making the market reaction irrational.
CrowdStrike, Cloudflare, and Rubrik remain strong 'buy' ratings despite the recent sell-off triggered by Anthropic's Claude Code Security launch. Claude Code Security targets application code vulnerabilities but does not overlap with core offerings of CRWD, NET, ZS, or RBRK, making the market reaction irrational.