🚨 CYBERCRIME COULD HIT $14 TRILLION BY 2028.

That’s almost the size of China’s 2020 GDP.

And yet cybersecurity stocks just got hit in the broader software sell-off.

To me, that looks less like the end of the story… and more like a reset in one of the most important themes of the next decade.

Why?

Because AI is making cyberattacks faster, cheaper, and easier to scale.

What used to take hackers weeks can now take minutes.

Ransomware.

Phishing.

Deepfakes.

Automated exploitation.

Data breaches.

Malware.

Cybercrime is becoming industrialised.

Meanwhile, the cybersecurity market could exceed $1 trillion by 2031.

Think of it like this:

The more AI we add to the economy, the more doors, windows, and weak spots we create.

More agents.

More APIs.

More cloud systems.

More workflows.

More data pipelines.

Every new connection is another place to defend.

So the logic is simple:

More AI → bigger attack surface → more demand for cybersecurity.

One clean way to play that trend is First Trust NASDAQ Cybersecurity ETF ($CIBR).

Instead of betting on a single winner, you own the basket.

That matters in cybersecurity because the winners tend to have:

• deeply embedded platforms

• massive threat telemetry

• years of labelled attack data

• real-time intelligence networks

• compliance-grade infrastructure

Those are real data moats.

And after the recent sell-off, $CIBR is down sharply from prior highs and about 14% YTD on the screenshot above.

Bottom line:

Cybersecurity is no longer a niche software category.

It is becoming core infrastructure for the AI economy.

If you’d like to read the full blog, click here. therationalcapitalist.s…