Feb. 25 at 11:22 AM
$CRWD $DDOG $NET Cybersecurity stocks dropped sharply after February 20, when Anthropic announced the launch of a new feature — Claude Code Security.
At first glance, the product doesn't compete with traditional cybersecurity companies but rather complements them. Nevertheless, the market perceived it as a threat and sold off the sector:
$CRWD — −16% in 3 trading days
$DDOG — −12% in 3 trading days
$NET — −14% in 3 trading days
$CIBR — −6% in 3 trading days
Claude Code automatically scans codebases for vulnerabilities, including complex logical errors that traditional SAST/DAST tools frequently miss.
Earlier this year, Anthropic already announced an Excel add-in that sparked panic across the SaaS market. Now — a blow to cybersecurity. The key question: which segment is next?
What do the banks think?
https://open.substack.com/pub/strongholders/p/the-market-is-lying-to-you-the-index?r=9n00g&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
