Netskope (NTSK) is underrated and positioned to benefit from the software sector's recovery post-AI fears, similar to gains seen in CRWD, ZS, NOW, and PANW. The company stands to gain revenue growth from agentic AI adoption requiring enhanced cybersecurity and data protection measures for enterprise customers.

Author was wrong calling the market top and apologizes; now predicts institutional rotation into mega-cap tech (Mag 7) will continue through summer despite weakening rally momentum, while maintaining hedging short positions on small caps/semis and shorting space stocks. Key risk: rotation narrative could reverse if mega caps fail to deliver or macroeconomic conditions deteriorate.