Stock Tip Wednesday?

AI is the headline. Cybersecurity is the trade.

^_Shill
AI Stocks and Cybersecurity Stocks - The Real Plays

AI stocks have been on a mid-2000s Charlie Sheen type bender with little signs of slowing down after Trump just announced America’s biggest AI initiative yet: Project Genesis. But there’s low ROI in investing in that right now; there’s a bubble, and we don’t like to chase shiny objects, we like to be early to the show.

There are two obvious plays here IMO:

Mineral stocks & cybersecurity stocks. You need the minerals to fuel the AI and the cybersecurity to protect you from that shit.

We shove 1–2 mineral companies down your throats a week (we don’t plan on stopping), but here is a small-cap cybersecurity stock for a change: $HUBC HUB Cyber Security.

Why Cybersecurity Stocks Are the Silent Winners

AI cybersecurity stocks represent the most asymmetric opportunity in today’s market, and here’s why: every dollar spent on AI creates massive new attack surfaces that need protection.

The numbers don’t lie. According to PwC’s latest research, 36% of executives are prioritizing AI-based security solutions right now. Meanwhile, 78% of organizations expect increased cybersecurity budgets in the next 12 months.

However, only 6% feel “very capable” of withstanding cyber-attacks. There’s a massive gap between what companies need and what they have. That gap is where this trade lies.

Cyber security stocks are trading at fractions of their true value in an AI-driven world. While everyone’s obsessing over which AI model will win, they’re missing the infrastructure that keeps it all secure.

AI Cybersecurity Stocks: The Perfect Storm

Let me break down a play that’s got my attention: HUB Cyber Security Ltd. (NASDAQ: HUBC).

I'm a sucker for the high-risk risk high-reward small caps, and $HUBC gives me a little stiffy.

$HUBC is already delivering military-grade confidential computing to governments and Tier-1 banks. They’ve got a €20 million contract with a European bank and generate $25 million annually from AML surveillance covering 1.5 million users.

$25 million market cap for a company with proven technology and government contracts? That’s like finding an AP at Goodwill.

Their Secured Data Fabric platform isn’t just another security product - it’s designed for sovereign-grade compliance. This is the kind of infrastructure that runs secure operations even under active surveillance or attack. In Israel, HUBC’s technology protects defense and government clients, which tells you everything about its credibility.

AI security stocks like $HUBC are sitting on contracts that dwarf their market caps. When the market finally connects the dots between AI spending and security infrastructure needs, this valuation gap becomes impossible to ignore.

Quick Reality Check

Let’s be real about this - HUBC is down 85% year-to-date and 82% over the past 12 months. The stock is trading at $1.04 with a market cap of just $25 million. This thing has been beaten like a rented mule, the chart is a thing of horror.

But, TA is for the weak….

With Trump’s Project Genesis announcement, cybersecurity just got a massive kick in the ass. The initiative is pushing for AI-driven scientific discovery with integrated cybersecurity standards, and suddenly companies like $HUBC that already have government contracts and proven technology are looking a lot more attractive.

The market has shit on this stock enough. Sometimes the best opportunities come when everyone else has given up. $HUBC still has €20 million in contracts with European banks and generates $25 million annually from AML surveillance, not to mention they are also based in Israel, with Israeli contracts…

That’s real revenue from real clients who trust their most sensitive operations to $HUBC’s technology.

$HUBC at this level comes with a ton of risk, but when the AI spending tsunami hits and organizations realize they need military-grade security infrastructure, companies with proven track records and existing government relationships are going to be the first call.

Bottom Line: The Real AI Trade

While retail keeps chasing the AI circle jerk at insane valuations, the smart money is positioning in the infrastructure that makes it all possible.

Cybersecurity stocks and critical mineral plays offer asymmetric upside without the bubble valuations. These are the companies that will benefit from AI spending without the hype-driven volatility.

The AI revolution isn’t just about the models - it’s about the entire ecosystem that supports them. From the minerals that power the chips to the security that protects the data, these are the real plays in the AI boom.

Don’t be the guy who bought pets.com in 2000 when you could have bought Cisco. The infrastructure always wins in the end.

Don’t bet the farm, do your own DD. This is just an idea, don’t get married to it. When I take policy driven/momentum driven trades as such, I am happy if my thesis proves solid - profit is profit and it feels good be right.

Always keep your goals and targets within reason, keep the emotions in check and don’t get too greedy.

Thank you
That’s All Folks

Thank you for reading. Like usual. Not financial advice.

Click the link below to see $HUBC’s investor presentation to dive into their technology in depth.

$HUBC PRESENTATION

Cheers,

Legal

_{Disclaimer: This content is for information and entertainment only. Nothing here is financial advice, investment advice, legal advice, or a recommendation to buy or sell any security. The opinions expressed are based on information publicly available online at the time of writing, which we believe to be accurate, but we cannot guarantee the completeness, accuracy, or reliability of any data, contracts, forecasts, or market projections referenced. All numbers, projections, and interpretations should be treated as estimates unless explicitly confirmed by official filings or public disclosures.}

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