Hennion & Walsh CIO Kevin Mahn Details Top Cybersecurity Buys and Stocks to Avoid

Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management (), went rapid-fire on portfolio positioning amid broadening AI infrastructure spending and elevated market volatility.
Mahn pinpointed cybersecurity as a crucial defense overlay for enterprise AI deployment, highlighting CrowdStrike ($CRWD) and Fortinet ($FTNT) as standout buys positioned to capture upside as organizations scale AI-driven threat mitigation. Conversely, Mahn urged caution on high-multiple momentum favorites—recommending investors avoid chasing stretched software valuations like Palantir ($PLTR) and rotation-vulnerable consumer names—advising capital allocation toward hard infrastructure, utilities, and mission-critical enterprise security.