Arnie Bellini, a cybersecurity expert, anticipates an increase in US government spending on cyber defense due to geopolitical tensions.
Bellini recommends investing in cybersecurity stocks poised to benefit from heightened government spending on cybersecurity.
Top stock picks suggested by Bellini include Palo Alto Networks, CrowdStrike, Fortinet, SentinelOne, and Palantir Technologies.
While Palo Alto Networks and CrowdStrike have seen stock price increases, Fortinet and SentinelOne are projected to benefit from government defense spending, and Palantir Technologies is considered promising despite a different approach to cybersecurity.