The YouTuber recommends Commvault Systems (CVLT) as a cyber resilience and data protection company. He argues that despite fears of AI killing software, companies will increasingly need data protection as AI-driven cyber attacks rise. CVLT has strong revenue growth, enterprise clients, and recent institutional buying, indicating a recovery after being 'hammered' down 60%.
“Com is essentially a cyber resilience and data protection company. So, everyone's panicking about AI killing software. These are guys are building the tools that protect the data that AI runs on.”