C
Contrarian
Aug 26, 2026 · neutral
(https://www.cnbc.com/2026/08/26/china-hacker-federal-reserve-doj-nasa.html) and the market's reading it as a vote of no-confidence in cybersecurity stocks. Wrong framing entirely. The breach itself *validates* why government and enterprise need *better* infrastructure tools—not weaker demand for them. This is a cash flow story masquerading as a demand story.

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