153 Million IDs stolen - confirmed
The largest data leak in history
Assume your info is stolen.
The small basket of human ID verify should see a bump off this but I think most direct beneficiary maybe
$GEN who owns lifelock as well as a the entire full suite of consumer facing
SILC is the only pure play hardware pics and shovels for cybersecurity with $FTNT$NTSK$AVGO$CSCO$DELL etc, etc, as customers
With a edge ai CustomNIC biz deals w/ hyperscalers just starting to grow
Very uniquely positioned and favorable evaluation building upon multiple
Nice to see my lone crypto long starting to outperform the alts
I know nothing about crypto
The only thing I know is that $pyth
Is the only network integrated and being used by both kalshi and polymarket
from a thematic perspective i do think this has legs especially due to the backdrop of anthropic going already going all in the narrative as well as chatgpt.
combined with the factor that there is no idea/ story more compelling than cancer cures it is personal for literally
Critical components under the tarrif aren't specified
but obviously bullish UMAC very likely LPTH and AMPX as well with their pilot facility in fremont set to go into production.
AVAV, KTOS ++ as well
