Group 1 - Zscaler (ZS) has reached a new high, breaking out of a cup base at a buy point of 318.46 in early October, and is currently in a buy zone [1] - The stock is on track for its second consecutive weekly win after pulling back to its 21-day moving average [1] - Zscaler's stock has experienced a significant rally of 74%, making it a focus for investors [4] Group 2 - The stock market is currently at highs, influenced by huge earnings reports and upcoming events involving the Fed and trade negotiations between Trump and Xi [1] - Futures are rising, with notable performances from Intel and AI-related companies, particularly Comfort Systems [2]

Core Viewpoint - A class action securities lawsuit has been filed against Fortinet, Inc. for alleged securities fraud affecting investors between November 8, 2024, and August 6, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that Fortinet's management made false statements regarding the refresh cycle of their products, suggesting it would be more profitable than it actually was, as it involved older products that represented a "small percentage" of the company's business [2]. - It is alleged that Fortinet misrepresented the number of FortiGate firewalls eligible for upgrades and that the company had pushed through approximately half of the refresh in just a few months, contrary to claims of a gradual momentum over two years [2]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until November 21, 2025, to request to be appointed as lead plaintiff, although participation in any recovery does not require serving in this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, indicating no financial obligation to participate in the lawsuit [3]. Group 3: Legal Firm Background - Levi & Korsinsky, LLP has a history of securing hundreds of millions of dollars for shareholders and is recognized as one of the top securities litigation firms in the United States, with over 70 employees dedicated to serving clients [4].

Core Insights - CrowdStrike Holdings Inc. recently achieved record attendance at its Fal.Con 2025 conference, indicating strong interest and engagement in the cybersecurity sector [1] - The company unveiled a significant update to its Falcon platform, which is expected to enhance its competitive position in the market [1] Company Summary - CrowdStrike Holdings Inc. is a prominent player in the cybersecurity industry, focusing on advanced threat detection and response solutions [1] - The Falcon platform update reflects the company's commitment to innovation and addressing evolving cybersecurity challenges [1] Industry Summary - The cybersecurity industry continues to grow, driven by increasing threats and the need for robust security solutions [1] - Events like Fal.Con 2025 highlight the importance of community engagement and knowledge sharing within the cybersecurity sector [1]

Core Insights - The urgency to hire cybersecurity experts is heightened due to the increasing prevalence of digital information theft and fraudulent activities within organizations [1][2] - There is a significant talent gap in the cybersecurity field, with approximately 510,000 roles open in the U.S. by 2025, but only 74% of these positions can be filled with available talent [2][3] - The complexity of cybersecurity roles necessitates thorough background checks and data verification to ensure candidates possess the required expertise and integrity [3][9] Group 1: Challenges in Hiring Cybersecurity Professionals - Organizations face a talent gap, with only 74% of cybersecurity roles filled, highlighting the difficulty in finding qualified candidates [2] - A high percentage of HR professionals (71%) have encountered fabricated candidate information, emphasizing the need for improved vetting processes [3][8] - Speed to hire is a challenge, with only 12% of HR professionals consistently hiring candidates quickly, which is critical given the urgency of filling cybersecurity roles [8] Group 2: Importance of Cybersecurity Roles - Cybersecurity professionals are essential for protecting intellectual property and customer data, requiring specialized knowledge and technical skills [4] - Effective cybersecurity professionals possess attributes that allow them to think like potential attackers, enabling proactive identification of vulnerabilities [5][6] - The demanding nature of cybersecurity roles can lead to employee burnout, necessitating a focus on both talent acquisition and employee well-being [7] Group 3: Background Screening Benefits - Background screening can validate candidates' expertise, as an estimated 40% of individuals may lie on their resumes, making verification crucial [9][10] - Criminal background checks are important for identifying potential risks, given the high level of access cybersecurity professionals have to sensitive data [14] - Confirming a candidate's integrity through thorough background checks can enhance trust and expedite the hiring process, which is vital in cybersecurity roles [14]

Core Viewpoint - NRD Cyber Security has decided to liquidate its Bangladesh-based entity while continuing its operations in the region without a registered legal entity [1][2]. Group 1: Company Actions - NRD Cyber Security has been operating in Bangladesh since 2015, contributing to the development of national cybersecurity capabilities [2]. - The company controls 99% of NRD Bangladesh's shares, which will be purchased by its founder, Norway Registers Development AS, to facilitate the liquidation [3]. - The planned liquidation will not impact the overall value of NRD Cyber Security or Norway Registers Development AS [3]. Group 2: Business Focus - NRD Cyber Security aims to focus on business development in the Indo-Pacific region following the liquidation of its Bangladesh entity [2]. - The company provides a range of cybersecurity solutions and consulting services, aiming to create secure digital environments for various stakeholders [4].

Core Insights - CyberCatch Holdings, Inc. is a cybersecurity company that offers an AI-enabled platform for continuous compliance and cyber risk mitigation [2] - The company confirmed that its management is unaware of any material changes in operations that would explain recent market activity [2] Company Overview - CyberCatch provides a proprietary AI-enabled Software-as-a-Service (SaaS) solution aimed at ensuring continuous compliance and mitigating cyber risks for organizations in critical sectors [2] - The platform addresses the root causes of successful cyberattacks by identifying security holes due to control deficiencies [2] - It implements necessary controls and continuously tests them from three perspectives: outside-in, inside-out, and social engineering to identify and rectify control failures [2] Recent Corporate Activities - The CEO of CyberCatch, Sai Huda, presented at the LD Micro Investor Conference on October 20, 2025, and at the virtual Emerging Growth Conference on October 22, 2025 [5] - Upcoming presentation at the OTC Markets AI & Technology Virtual Investor Conference is scheduled for October 28, 2025 [5]

Core Insights - Fortinet (FTNT) is at a pivotal moment as its firewall upgrade cycle is halfway through, with 40-50% of the refresh opportunity completed, driven by customers replacing legacy systems with Next-Generation Firewalls (NGFWs) before their 2026 end-of-service dates [1] Financial Performance - In Q2 2025, Fortinet's billings increased by 15% year-over-year to $1.78 billion, indicating strong demand for its advanced NGFWs, which integrate AI-driven threat prevention, zero-trust access, and secure SD-WAN [2] - The company anticipates that approximately 650,000 firewall units will reach end-of-service by late 2026, followed by another 350,000 low-end units in 2027, presenting a stable revenue opportunity [2] - Fortinet raised its 2025 billings guidance by $100 million to a range of $7.325-$7.475 billion, reflecting confidence in continued demand [3] Growth Projections - The Zacks Consensus Estimate projects Fortinet's total revenues to grow by 13.29% in 2025 and 11.05% in 2026, indicating steady double-digit growth [4] - Earnings estimates for Fortinet are $2.52 per share for 2025 and $2.77 per share for 2026, suggesting year-over-year earnings growth of 6.33% for 2025 and 9.83% for 2026 [13] Competitive Landscape - Fortinet competes with Palo Alto Networks (PANW) and Check Point Software Technologies (CHKP) in the next-generation firewall market. While PANW excels in enterprise deployments and advanced cloud integration, Fortinet maintains an edge in cost efficiency for mid-sized businesses [5] - Check Point emphasizes a prevention-first security approach, but Fortinet's integrated Security Fabric and faster innovation provide it with a competitive advantage in scalability and efficiency [6] Valuation Metrics - Fortinet shares have declined by 10.4% year-to-date, underperforming the Zacks Security industry's 23.2% rally and the broader Computer and Technology sector's 23.8% growth [7] - The company appears overvalued with a forward 12-month price-to-sales ratio of 8.84, higher than the sector's average of 6.94 [10]

Core Insights - Okta is positioned to capitalize on the growing demand for identity security services across various entities, including human users and AI agents [3][7][14] - The company has consolidated its specialized products into a comprehensive identity security platform, contributing to its revenue growth [1][8] - Okta's financial performance is strong, with a 13% year-over-year revenue increase to $728 million in Q2, and a non-GAAP net income growth of 29% to $169 million [11][12] Product and Market Positioning - Okta's Identity Security Fabric secures all identities and use cases within organizations, making it a critical player in the identity security landscape [2][4] - The rise of AI agents and the migration to cloud infrastructure are driving demand for trusted identity solutions [4][7] - Okta's Auth0 platform is enabling developers to create secure agents compatible with the identity security fabric [14] Financial Performance - In Q2 of fiscal 2026, Okta reported revenues of $728 million, with subscription revenues making up $711 million [11] - The company has a subscription backlog of $4.15 billion, indicating strong revenue visibility [12] - Guidance for fiscal 2025 suggests a revenue growth of 10% to 11% and a non-GAAP operating margin of 25% to 26% [13] Strategic Initiatives - Okta is enhancing its identity security capabilities through the acquisition of Axiom Security, which will improve security and compliance [16] - The company has developed a robust go-to-market strategy with dedicated sales teams and a broad partner ecosystem [10] - Okta's neutrality to cloud providers is fostering confidence among clients, particularly in the public sector [9] Valuation and Growth Potential - Okta is currently trading at 24.5 times forward earnings, suggesting potential for valuation expansion as it captures more market share [17] - The company aims to become a leading player in the identity security space, akin to Microsoft's position in its domain [18]

Core Viewpoint - Cycurion, Inc. will implement a one-for-thirty reverse stock split effective October 27, 2025, with shares trading on a split-adjusted basis on The Nasdaq Global Market under the symbol "CYCU" [1][2]. Group 1: Reverse Stock Split Details - The reverse stock split was approved by a majority of shareholders on August 28, 2025, with a range of 3:1 to 75:1, and a maximum aggregate of 250:1 [2]. - Upon the effective date, the number of outstanding shares will decrease from approximately 86,533,435 to about 2,884,447 shares [3]. - No fractional shares will be issued; instead, stockholders will receive cash payments for any fractional shares based on the closing price prior to the effective date [4]. Group 2: Shareholder Information - Shareholders with physical share certificates will receive instructions from Equiniti Trust Company, LLC for exchanging their shares, while those holding shares in brokerage accounts will not need to take any action [5]. - Proportionate adjustments will be made to the exercise price and number of shares for all outstanding warrants, options, and restricted stock awards [6]. Group 3: Company Overview - Cycurion, Inc. is a cybersecurity solutions provider based in McLean, Virginia, specializing in IT cybersecurity, program management, and business continuity [8]. - The company utilizes its AI-enhanced ARx platform to deliver innovative services to government, healthcare, and corporate clients [8].

one. There's no one who knows more than George Kurts uh who is CEO of Crowd Strike and I can't believe we are lucky to have you. George is it's great to see you first of all and you're doing a lot of terrific stuff and I think you've become one of the great maybe the great spokesperson for an industry which cannot be uh which is front page everywhere and yet sometimes you have an outage like AWS and but no one wants to know whether it was cyber attack.Well, when you look at technology and you look at how in ...