I would choose ②. As AI agents become more connected to enterprise systems, identity and permissions could become a major security challenge. Companies will need to know which AI agent is acting, what it can access, and what actions it can take.
I still like the broader cybersecurity story because AI deployment creates new security needs. CRWD, PANW and ZS could benefit if AI security becomes a bigger budget item, but I would not chase a double-digit rally. I want to see actual ARR growth and enterprise spending first.
For me, the key question is whether AI security becomes a standard part of enterprise AI. If companies increase spending on identity, data protection and agent monitoring, cybersecurity could become another essential layer of the AI infrastructure stack.
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