Anthropic has crashed cybersecurity stocks three times in three months.

Each time with a different product but each time the same stocks.

Feb 22: Claude Code Security launch.

- CrowdStrike -8%

- Cloudflare -9%

- Okta -9%

- Zscaler -10%.

Mar 27: Claude Mythos accidentally leaked in a blog post.

- CrowdStrike -7%

- Palo Alto -6%.

- Zscaler -4.5%.

Apr 7: Project Glasswing officially announced.

- Cloudflare -25%

- Zscaler -23%

- CrowdStrike -17%

- Palo Alto -15%.

Three announcements, three crashes but same stocks every time.

The market is asking one question, If an AI model can scan, detect and fix software vulnerabilities faster and cheaper than any human security team, what exactly are CrowdStrike, Palo Alto, Zscaler and Cloudflare selling.

Market is repricing an entire sector one Anthropic announcement at a time.