Tech billionaire Shlomo Kramer: the cyber selloff proved that Wall Street can’t price tech anymore

Tech billionaire Shlomo Kramer argues the recent cyber sector selloff reveals Wall Street's inability to properly value technology. He suggests the market's reaction to Claude Code Security only makes sense if investors treat "artificial intelligence" and "cybersecurity" as interchangeable concepts—a fundamental misunderstanding that could distort pricing and investment decisions in both sectors.