Adversarial AI
Hedging the negative externalities
Ranked by momentum (2)
| # | Entity | Kind | Momentum | Divergence | 30d |
|---|---|---|---|---|---|
| 1 | NVIDIA/garak | repo | 63 | — | |
| 2 | meta-llama/PurpleLlama | repo | 63 | — |
Public bench
Public names carry no momentum — their signal class is filings + quarterly fundamentals.
| Company | Latest filing | Capex (Q) | Revenue (Q) | 8q capex |
|---|---|---|---|---|
| $CRWD CrowdStrike Holdings | 8-K 2026-06-22 · sec.gov | $97.6M▲+14% | — | |
| $PANW Palo Alto Networks | 10-Q 2026-06-03 · sec.gov | — | $3B▲+16% | — |
| $ZS Zscaler | 10-Q 2026-05-26 · sec.gov | $17.3M▲+2% | $850.5M▲+4% |
Cascade — private → public
- ↳ category beneficiary$CRWDCrowdStrike Holdingscapex $97.6M▲+14%· 8-K 2026-06-22Maturing LLM attack tooling expands enterprise AI-security budgets.
- ↳ category beneficiary$ZSZscalercapex $17.3M▲+2%· 10-Q 2026-05-26Maturing LLM attack tooling expands enterprise AI-security budgets.
- ↳ category beneficiary$PANWPalo Alto Networks· 10-Q 2026-06-03Maturing LLM attack tooling expands enterprise AI-security budgets.
Recent events
No recent events for this theme.