#2334 - Kash Patel

Bullish:

• $CYBER - Increasing cybersecurity threats, particularly from foreign actors like China, suggest a potential rise in demand for cybersecurity services and infrastructure improvements.

  • “We haven't even touched upon what our adversaries are doing to our cyber infrastructure. I mean, Salt Typhoon is a massive telecommunications breach engineered by the CCP. It's public. It's not classified. And they literally got into our our United States Of America's telecommunications providers.”

    Joe·1:58:20
• $INFRA - There's a critical need to upgrade and secure national infrastructure, particularly the electrical grid, suggesting potential increased spending in this area.

  • “No one wants to talk about hardening our infrastructure and fixing our grid switch system across the country. You take out one electrical grid, infrastructure plant, and you take out a large chunk of this country.”

    Joe·1:59:05

Bearish:

• $MEDIA - Traditional media companies face ongoing challenges with profitability, viewership, and reluctance to change their business models, suggesting a bearish outlook for the sector.

  • “Most of these editors in chiefs at these big wig operations get blown out the door in a year or two. New people come in and buy it. They keep losing money. Most of these shows on mainstream media, the TV shows at night, their hosts get fired every other minute because their ratings suck. But the institutions themselves don't care to change.”

    Joe·1:56:14