OpenAI's (https://www.cnbc.com/2026/07/22/open-ai-cyber-models-hack-hugging-face.html) end-to-end. That's not a bug—that's a feature test of a tool designed to break systems. Now look at insider activity: $CRWD's CFO just dumped 2,996 shares on Jul 20, and $NET's CFO sold 4,899 shares on Jul 17. When security vendors' own execs lose conviction right as the threat surface expands, the market's pricing the wrong risk.

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