Acumen
39.9K posts

Acumen
@AcumenFutures
Futures & Equities Trader. "Without faith in his own judgment no man can go very far in this game." (J. Livermore)









BREAKING: Anthropic accidentally leaked its next AI model and it just wiped out $14.5 billion from cybersecurity stocks in a single day. Claude Mythos was accidentally stored in a publicly accessible data cache and discovered before Anthropic could announce it. The model showed dramatically higher scores on cybersecurity tests, meaning AI can now detect and respond to threats at a level that traditionally required entire teams of security professionals and expensive enterprise software. Investors immediately started pricing in the question nobody in the industry wants to answer: if an AI model can do this, why does anyone need CrowdStrike? And the market answered immediately: - CrowdStrike is down 5.85%, wiping out $5.5 billion. - Palo Alto Networks is down 6.43%, wiping out $7.5 billion. - Zscaler is down 5.89%, wiping out $1.35 billion. - Tenable is down 9.70%, wiping out $185 million













