Wall Street Strategist: This Industry is “Bigger Than AI” And a Massive Buying Opportunity After Friday’s Sell-Off

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Thomas Richmond

Tue, June 9, 2026 astatine 11:52 AM CDT 4 min read

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Link bought PANW and AVGO connected the dip, arguing cybersecurity outlasts AI due to the fact that each caller deployment creates onslaught surfaces that indispensable beryllium defended.
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While the marketplace spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off arsenic a mode to get successful connected the adjacent large opportunity. Speaking connected CNBC the greeting of June 8, Link argued that alternatively of treating cybersecurity arsenic a sidecar to artificial intelligence, they should commencement treating it arsenic the larger, much durable spending theme. Her presumption is that AI is the problem, and cybersecurity is the solution.

Her posture heading into this week is clear: "I'm really looking for opportunities, not lone successful exertion but crossed different sectors."

"Cybersecurity Is Bigger Than AI" Thesis

Link's centerpiece statement is that cybersecurity volition beryllium a large maturation assemblage successful its ain right. "I really truly bash deliberation that cybersecurity is truly a spot wherever you privation to be. I deliberation cybersecurity is bigger than AI due to the fact that of AI. AI is not secure," she said. Her logic is that each endeavor dollar spent connected deploying AI creates a caller onslaught aboveground that has to beryllium defended, monitored, and remediated. That implies aboriginal spending connected identity, network, cloud, and information information that scales alongside, and arguably outlasts, the archetypal AI capex wave.

That thesis lines up with what Palo Alto Networks (NASDAQ:PANW) is telling investors. CEO Nikesh Arora said successful the Q3 FY26 merchandise that "The latest advancements astatine the AI frontier person accrued the level of urgency astir cybersecurity, and redefined the signifier of the manufacture for the coming years." Next-Generation Security ARR deed $8.10 billion, up 60% YoY, and full gross roseate 31.1% successful the quarter.

The Recent Tech Selloff Is a Gift

According to Link's framing, Palo Alto Networks (PANW) is down 10% contempt 31% merchandise gross maturation and Next-Gen Security products up 60%. PANW closed Friday astatine $272.05, with the banal down 3.42% connected the week, adjacent arsenic Wall Street's expert people sits astatine $306.56.

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