Yesterday, the session was doomed from the start, as investors mostly flocked to the sidelines or traditional safe-haven sectors. However, cybersecurity resumed its impressive rally, as doomsday morphed into opportunity.

Cybersecurity (CIBR) names dominated.

CPU Time

Some of the smartest folks I know in Technology (XLK) investing say you need exposure to the impending surge in central processing units (CPUs) as we enter the world of agentic AI. The top five stocks in JPMorgan Chase & Company’s (JPM) CPU ecosystem basket:

• ARM Holdings PLC (ARM)
• Intel Corp (INTC)
• Advanced Micro Devices (AMD)
• Marvell Technology (MRVL)
• Taiwan Semiconductor Manufacturing Company (TSM)

Power Shortage

I’m confused as to why Utilities (XLU) aren’t ripping the cover off the ball. They provide hefty dividends and are a critical part of the data center story.

The other parts of the “power” flow chain are crushing it, especially generators and internal data center power.

The following names are down big time.  The entire sector has been wrecked.

After the Close: Dr. Frankenstein Goes to Wall Street

Anthropic’s initial public offering (IPO) prospectus is floating around, and apparently, they’re still thinking of a $2.0 trillion valuation. That’s hubris, not unlike Dr. Frankenstein, going to Wall Street to raise money.

Not Opening

Speaking of which, a report says OpenAI will delay the release of GPT 6.1 Astra over security concerns.  That’s the way the system is supposed to work.

Today’s Session

The market is set to open higher as focus shifts from a lack of major weekend developments in Iran to a potentially better lay of the AI land from the White House.  We cannot lose this war to protect Anthropic and OpenAI.

Meanwhile, demand continues to move higher and validate the investment thesis.

Comments

Have believe in tech since the early days of Intel & the 286 chip. Andy Grove was my hero. 56 yrs. later I am very disillusioned. The boys & girls who brought us Covid & cancel culture are non other than Silicon Valley misfits. I grew up there & know first hand. What should we expect from S/I, Ai? Nothing different than what software writers have consistently written before. Don’t be shocked if it’s misused. Cybersecurity had better get their house in order. Good luck Charles, you are one of the best. Protect yourself from the TV crazies. Arthur Villar on 9/29/2026 9:56:53 AM

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