# Is AI Crushing Cybersecurity? $CRWD $PANW Face the Music (E128)

An episode of [Wall Street Wildlife Investing Podcast](https://invisiblenetwork.ai/podcast/1532017249), 19 Apr 2026, 53 min.

Audio: https://anchor.fm/s/34e2d888/podcast/play/118508944/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-15%2F422138762-44100-2-69b83bdeeabdd.mp3

The AI arms race is here, and it's shaking up the cybersecurity landscape. Is it time to panic, or is this a buying opportunity? We dive deep into the AI doomsday fears and how it could impact our portfolios. Plus: 🧠 Axon's stock-based comp problem: a great company, TERRIBLE stock? $AXON 📊 Wise's Nasdaq listing is imminent: what does it mean for investors? $WISE $WIZEY 💊 Krzysztof's selling Coherus for a NEW biotech play: $CHRS $NKTR $ABCL Segments: 00:00:00 Cold Open 00:01:47 Subscriber Growth Slowdown: Are We Boring? 00:03:57 Mama Monkey's Patreon Offer 00:05:51 Claude Mythos & Cybersecurity Apocalypse? 00:11:06 Is AI a Tailwind or Headwind for Cybersecurity Stocks? 00:11:46 $CRWD CrowdStrike: Time to Buy? 00:22:26 $NKTR Nectar Therapeutics: Krzysztof's New Biotech Pick 00:28:05 $AXON Axon Enterprise: Great Company, Terrible Stock? 00:30:52 Stock-Based Compensation Explained 00:42:37 $WISE Wise PLC: Nasdaq Listing Incoming! 00:45:19 Investor's Mirror App Update 00:50:54 Closing ********** If you want to see our furry faces, this podcast is also available on YouTube at youtube.com/@WallStreetWildlife?sub_confirmation=1 ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: x.com/7LukeHallard x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: artificial intelligence, cybersecurity, $CRWD, CrowdStrike, $PANW, Palo Alto Networks, $WISE, Wise PLC, fintech, stock-based compensation, investing psychology, portfolio allocation, biotech, $NKTR, Nectar Therapeutics, value investing, growth investing, investor's mirror, fiscal ai, $ABCL

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