The past couple of days, Solarwinds reported that its systems had been hacked into. This caused a surge in cybersecurity stocks. Do you think these stocks are strong for longs?

I believe CRWD, ZS, NET and OKTA are the key players with great potential in this space. I found this write up - Age of Hacking really interesting. You can also check out other deep dives on some of these companies from the same author.

I am particularly interested in NET and OKTA (have a position) due to their pace of innovation and being founder-led companies having strong growth over the past years.​​​