If there's one sector to be proud of this year, it has to be the security sector. Other sectors became consensus much earlier, but I haven't seen many people on X discussing the security sector. Yesterday, in the post 'Where should AI giants actually slow down,' the importance of increasing security demand was specifically mentioned. This might be the earliest discussion about security software being the most undervalued software sector. At the end of January, I talked about how the more widespread agents become, the higher the demand for security: https://((x.com))/qinbafrank/status/2017528068324397416?s=46&t=k6rimWsEbo2D2tXolYcM-A In mid-February, I did a detailed breakdown of promising security software SaaS companies: https://((x.com))/qinbafrank/status/2021506837720498224?s=46&t=k6rimWsEbo2D2tXolYcM-A Since then, I've been discussing the security sector once a month.