2026년 6월 24일

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Koenig: Software Valuation Reset Offers Opportunity, ZS Strong in Cybersecurity

Public software companies have taken a beating in recent months, says Steve Koenig, pointing out opportunity in the valuation resets for stocks in the sector. He considers AI a "disruptive force" but not to all software companies. Cybersecurity is one corner of the software suite he sees benefitting from the AI boom, calling Zscaler (ZS) a well-positioned company. Tom White offers an example options trade for Zscaler.

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