Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet, and VMware, a subsidiary of Broadcom. Beijing cited national security concerns, as the software could collect sensitive information and transmit it abroad. The ban comes as the U.S. maintains strict controls on the sale of advanced AI chips to China, citing concerns that they could be used for military objectives. China retaliated by instructing customs agents not to allow Nvidia’s less-advanced H200 chips into the country and warned tech firms to buy them only if absolutely necessary, according to a separate Reuters report. The uncertainty that Nvidia faces in China, a key market for the AI chip…