Reddit Posts
I was right about WIRE. I was right about ANF. I haven't been right about DQ.... yet.
Bullet Blockchain Announces Preliminary Fourth Quarter Revenue Results and Comments on 2024 Outlook
The same planetary alignment that predicts stock market crashes also played a role in the October 7th Hamas attack on Israel. Here is proof
What's up with ZScaler $ZS - didn't MSFT recently absorb their business model? Thoughts? (I think it's overvalued with a P/E ratio of 72.83) anyone care to share insight?
Up $55K in one trade, pay for college or back into options?
Selling AAPL, looking for assessments of OLN, ZS and WELL
Weekly Recap - Week ended Jun 9 2023 - Market rotation might be happening
Market Recap - 6/6/23 - rotation under way?
90k short position on tech: Day 2 update
Week Ended May 19 - Recap and thoughts for next week - We stay invested but cautious as a result
Market Recap - 5/18/23 - I know shits crazy but oof
Market Recap - 5/17/23 - the worst is behind us, maybe
Market Recap - 5/15/23 - everything is high risk if you're a pussy
Week Ended May 12 - Recap and thoughts for next week - tread carefully
Market Recap - 5/1/23 - 700 million dollars per AI
2 Magnificent Growth Stocks That Could Triple Your Money by 2028
Hot Stocks: AI, IOT surge on earnings; ZS slumps; VERU craters on FDA decision
Why did Zscaler stock fall today? Q2 results not a 'typical massive beat' (ZS)
Zscaler sinks 12% but Wedbush defends as 'momentum continues' (ZS)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
Zscaler Q2 2023 earnings preview: What to expect? (NASDAQ:ZS)
A Look At The Best & Worst From February 23 Expiration
AI WARS: Explaining Google's painfully long, 15k-word! tome about their AI plans... or lack thereof
ZScaler - still riding high and not profitable
The Simp Economy is Crashing?! A Warning Sign For a Global Economic Crisis!
$FAZE dump is over. It's time to long! CTB 300%, Technical indicators bottomed out, volume is almost zero. Retail can ride the short redistribution wave.
Contrarian move into high quality SaaS stocks $NET $DDOG $ZS
$ATDS has Ransomware that REALLY works – Could be buyout target for the cash-rich big boys
Big cash rich cybersecurity companies are looking for bulletproof solutions like this that really work
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
2022-10-06 Better Tasting Crayons (Mathematically derived options plays)
The Ukraine Conflict's Best Moments Cyber innovators' Crucial Role
Fed minutes show more rate hikes coming, but pace could slow
There are 3 major signs inflation may have peaked — but they don't mean things are going to get cheaper right away By Ben Winck
Question about Par Value $1.00 per share ($LUMN) and recent 8-K filing. No hype here, just a dull inquiry about a slow-growth, high dividend yield telecom company moving toward fiber, cybersecurity (and ties to VMWare)?
The Freedom of Navigation program and its vital importance to global trade, commerce & the potential implications for investors.
Cybersecurity - The Best Long Term Play Of The 21st Century
Cybersecurity is a top investment theme this year - I analyzed the market so you don't have to
Cybersecurity is a top investment theme for this year - I analyzed the market so you don't have to
ZS as a squeeze ? I think its possible
AMA with VFF and PSF CEO's Thursday, Jan 13, 6pm ET
Which one would expect to perform the worst by end-2022
Nasdaq has announced the results of the annual reconstitution. ABNB, FTNT, PANW, LCID, ZS, and DDOG will be added to the index.
ZS This is the Short Squeeze I’m playing tomorrow.
Hit me $BB 🍇 one more time! (Papa Chen about to close BlackBerry's billion dollar patent sale and launch Amazon IVY connected car)
Is CRWD still good for security stocks? Should I add another one?
The week ahead (Semis and CyberSecurity)
The week ahead [NVDA/AMAT/SNPS]; [PANW/CRWD/ZS]
A couple of pairs worth watching [AMAT/SNPS; PANW/CRWD/ZS]
Cybersecurity Stocks: CrowdStrike, CloudFlare, Zscaler, Fortinet
(DD) An Overlooked Diamond in The Rough (IronNet, Inc. (NYSE: IRNT))
If it trades over 40X Sales & you also think rate will keep rising. It’s time to SHORT
$U Unity Software - Fundamental Analysis
Any recommendations for Cybersecurity stocks that aren't overvalued as sh!t?
Ok folks: Give me your top cybersecurity stocks that 6 months from now will outperform the rest.
Ok folks: Give me your top cybersecurity stocks that 6 months from now will outperform the rest.
Why do solid stocks like PANW remain undervalued and other shitty stocks go up in the cybersecurity space?
Why do solid stocks like PANW remain undervalued and other shitty stocks go up in cybersecurity space?
Friendable $FDBL Announces Corporate Rebranding to Maximize Visibility, Market Position of Fan Pass Livestream Artist Platform @jctb1
Cloudflare (NET), OKTA, ZS, CRWD and evaluating security growth stocks using P/S, P/B
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Mentions
Holy amumbu AMUNDI LEVERAGED MSCI USA DAILY A0X8ZS / FR0010755611 / 18MF
MY BROTHA! I feel exactly the same. This NOW, SNOW, ZS, PANW and RBRK Calls were cheap as hell last 2 weeks. Glad I stayed the course and bought
bought ZS and i immediately tanks. fucking hate this game.
Orcl, mag 7 , ZS , CRWD
buying Calls tomorrow is one of the best money ideas I currently have lol. Add some ZS and PANW. RBRK of course too.
the next move is to buy ZS LEAPS. Also PANW and RBRK and SNOW. Thank me later. In one year.
this was the sign to buy ZS calls and RBRK calls. Now more than ever.
has there been a software company that pumped after earnings this year? I get CRWD is cybersecurity, but look at ZS and PANW earnings movements.
Im down 30% on ZS. Will it bounce back guys ? T-T
ZS forgot to lay off half of its employees.
it was ZS raising guidance
what a day eh? SNOW did -5% AH yesterday, only to pump during market open only to end flat. What a day. Maybe ZS is gonna do the same? What a weird market. I am happy with the quarter and guidance. I stay invested lol. Watch RBRK next "we slayed them bitches, ginna be profitable" only to do -10%.
Bell rang before I could buy puts on INOD and ZS, and calls on AAOI, but I did buy AAOI shares after the bell... My time management sucked today...
ZS dragging chips down ah
Zscaler (NASDAQ: ZS) reported strong Q2 FY2026 results and raised full-year ARR guidance to 24%. Revenue grew 26% YoY to $815.8M, ARR grew 25% to $3,359M, and non-GAAP operating margin exceeded 22%. Cash from operations was $204.1M and free cash flow $169.1M. and stock dumps. I call BS
Anyone grab ZS at $141 this week?
The big difference between ZS and CRWD/PANW is the platform strategy. Crowdstrike and Palo Alto have been consolidating tons of security tools into one platform so customers spend more per deal. Zscaler is still mostly a proxy/zero trust play and hasn't expanded as aggressively. The revenue growth deceleration is what the market is really pricing in, not the current business. That said 84% below target does seem overdone, analyst targets on cybersecurity names have been pretty detached from reality lately. Curious what people actually use when they're trying to figure out if a beaten down stock like this is actually undervalued or if the market is just right? I've been digging through 10-K filings manually but there has to be a better way.
Do it my bois. SNOW ZS and RBRK. Stunt on these hoes
u know what it is: ZSCALER (ZS) calls.
Core stuff for Zscaler (Secure Web Gateway/ZTNA or ZIA and ZPA) is similar to what PAN calls Prisma. Part of their overall platform but there is even a small overlap between CRWD and ZS but they are complimentary.
Target-price gaps can be misleading because analyst targets often lag fast sentiment shifts. Market may be discounting slower billings growth, tougher comps, and compression in premium SaaS multiples. I’d compare ZS/CRWD/PANW on NRR trend, large-deal velocity, operating-margin expansion, and valuation on EV/FCF, not just narrative. Could be undervalued, but only if growth durability plus margins re-accelerate.
Just happen to put 5% of my portfolio to (divided too 25% PANW, 45% CRWD,10% DDOG, 15% ZS) xd That was due to different reason tho, I wanted to invest in cybersecurity sector for a month or two now couldn't decide a cyber ETF because I had an issue with every single one due to \*something\*, decided to make a pie out of the 4 above, because they have good fundamentals + are on a 20-30% discount. We'll see how it goes.
ZS got erection finally.
ZS calls! NFLX calls.. calls.. calls!
If it makes you happier, my company (Top5 ERP/enterprise software vendors in the world) just implemented zero trust from ZS choosing best solution available in the market replacing cisco umbrella and vpn. We have contracts with MSFT, AWS, and we also have crowdstrike falcon :) One of the reasons I decided to spend more time analyzing it while the price literally tanked making it even a better opportunity.
https://preview.redd.it/uc3wsbbjlhlg1.jpeg?width=1125&format=pjpg&auto=webp&s=ab50e19f03b4663ab7ee6dd04e0e5a67a7c7e364 Here are my losses this year. Got shafted by ZS so hard
short trm price action. Not buying the dip here is insane. Multiple compression assumes these businesses go out of business. Anthropic tryna create FUD for their IPO. If businesses wanna get AI, they need NOW, they need SNOW, they need PLTR, they need ZS RBRK
Well I’m making the point that companies like zs/CRWD especially do not have the same muddled potential business risk as CRM/ADBE/INTU/MNDY etc.. I’ve written bearish articles about ADBE, but I believe ZS/CRWD/PANW are in a different class
don't forget RBRK PANW ZS SNOW NOW
Not buying SNOW and ZS calls here is stupid
lol. In the short term I agree with your general view, I’m not talking about some random vibe coded XDR product to come out this year that will evaporate CRWD overnight. But stocks aren’t short term, they’re long term. I don’t think these are all as insulated as you think they are (with the exception of MSFT, maybe PANW?) across 10-20 year timescales. Using your example, is FTNT as solidified in this space as Google is in AI? ZS? I agree Cyber will be a huge market. Doesn’t guarantee that it’ll be these companies that’ll gain, though. That’s all I am saying.
Probably overblown more widely , agree. But it’s definitely unwarranted in cybersecurity specifically. CRWD , ZS, MSFT, PANW do not have the type of business risk that they’re being sold for
I have the most conviction on CRWD and MSFT CRWD is growing its cash flow from operations at 32.6% for the past 5 years ZS, CRWD, and PANW serve the different parts of the market . CRWD protects the endpoint from breaches, ZS is secure connection/identity , and PANW is cloud/firewalls just to roughly summarize All of them as well as MSFT will be huge AI beneficiaries
Would appreciate some elaboration on this. I bought MSFT today. I know the company well. But for the cybersecurity picks, is CRWD better than PANW or ZS? I was thinking of buying some PANW tomorrow. Do you think CRWD is better? Or do you just happen to own more? Thanks!
Have 4 MSFT Dec28 leaps 100 CRWD 6 CRWD short puts 100 ZS 100 PANW 100 FTNT 📈
True. My largest positions are CRWD and MSFT . Followed by smaller allocations to PANW/ZS
I bought CIBR at $22 and made 250% I sold it though and now I buy ZS, CRWD, MSFT, FTNT, and PANW separately. I don’t want ti have a bunch of Cisco exposure lol
Cyber security stocks are an obvious buy right now. They aren’t like software stocks, where the business risk is hard to figure out . I bought CIBR at $22 in 2017 and it returned +250% I sold it it at $74 and now I own these directly: 100 PANW 100 ZS 100 FTNT 100 CRWD I also am short 6 naked puts in CRWD
I’m a fan of PANW and CRWD for sure. ZS and I have a bit of a complicated history that tints my current view of them. 🤣
PANW, CRWD, ZS are the ones I’ve been keeping an eye on.
Zscaler $ZS is a buy buy buy
Pick two from CRWD PANW FTNT NET ZS for long term hold and growth.
ZS holders, it's time to capitulate. get out while you still can!
Was there news that caused CRWD, ZS, and PANW to tank?
so anyway... next week NVDA, CRM and maybe ZS... maybe RXT and DOCN too
Sold my GOOG and AMZN calls too early, and now bagholding AMD and ZS, fuck this shit
GOOG $325 - likely jizzed DPRO $10 - jizz hose HIMS $20 - pretty jizzed brah. Wtf was this AMZN $215 - actually potentially jizzless, but the expiry is pretty close. 50/50, you either get jizzed or you dont GOOG $320 - might get lucky with a bounce. Schrödinger's jizz AMD $215 - only one I think you're probably good on ZS $200 - gonna get real spunky ADBE $290 - looks jizzed You are one jizz seeking degenerate. The market thanks you for your donations
okay, so I did enough DD to call BS on $PANW after market price reaction. So maybe we wait tomorrow....wait no...tomorrow actually..., if you like money, you should buy LEAPS on PANW, ZS. Guidance was GOOD! It includes it's largest acquisition ever for 25B. CEO:" Cyberark computes ARR differently from us, so we had to strip out a few millis out of Cyberark ARR. Hence if you take it out and net it back, we did better." 8 figure deal with an LLM provider. Yeah, this looks like a buy.
NOW is 8 p/s still - ZS/RBRK/FTNT (not CRWD though) are not much more expensive are they?
Selling MSFT and QCOM was a good call but holding ZS at -36% is risky – cybersecurity is getting commoditized and the valuation never made sense. CRM at -32% is more interesting, their FCF is massive and Agentforce could be a real catalst. Netflix at -29% feels temporary. The BABA/BIDU recovery is a good reminder that sometimes you just need to survive the drawdown.
Not entirely true. They also compete with ZS.
I’ve been adding TTWO APP and ZS. Some MSFT calls too
I have 25% of my portfolio in ZS and NTSK hoping NTSK recovers though down 50% so far
NET positive spells great things for ZS
NET let's go!!!! I TOLD YOU MOTHERCUCKERS. CYBERSECURITY IS THE SHIT 2026, buy cheap tomorrow: ZS, RBRK, PANW, CRWD, and all, even S fuck it.
Sold my DDOG shares in pre market but am holding calls. Still have SNOW , NET (small), buying ZS. APP with a great bounce. Starters in NOW and CRM. New position in FROG
Rolling with FISV and DDOG tomorrow. Bought some NOW today. Got SNOW and TTWO in my pocket since last week. Added ZS today. Taking a little risk off but still holding big positions into February. Software very misunderstood I think .
I'm telling u right now, y'all are sleeping on RBRK and SNOW and ZS
It won’t offer tech support and other things a business needs. E.g. why companies deploy red hat over other free Linux distros. Part of paying for a software suite is risk management that AI can’t offer Not looking at Adobe specifically anyways, just a general comment. Might pick up some ZS and a couple other names
Which ones are you bullish? I have NOW, CRM, ADBE, SNPS, and ZS bags.
Apparently on Ibkr ZS is ZScaler AND Soybean futures
Why tf did CRM, SAP, ZS, RBRK sell of today?
I agree. ZS on sale big time right now This is likely the time to load up on software
NOW is part of my puts watchlist. That list also includes HUBS CVNA ZS GDDY and others....
fuck no. What a dumb idea. Put the money in ZS RBRK Calls
just bought SNOW and RBRK, ZS calls. Thx
Just curious why cybersecurity stocks are floundering? I've got PANW and ZS and PANW has done nothing for a long time, basically treading water, and ZS is down like 30% or so from it's 52 week high. Just curious if there's some sort of "theme" or something as to why the cybersecurity stocks are slipping.
I like this version btw [shoutout to my fans and loved ones](https://open.spotify.com/track/41T043SzZ8VPpQgvg301ZS?si=luuRWEEjT8WR7b1WikeLhA)
* ZS has nearly doubled QQQ and nearly tripled SPY since it IPOed * TTD has more than doubled QQQ and nearly quadrupled SPY since it IPOed * HUBS has nearly doubled QQQ nearly tripled SPY since it IPOed
Has anyone thought of calling out CEOs on LinkedIn for the rubbish stock price performance. I'm talking about likes of $TTD, $HUBS, $ZS.
Wow, it’s funny you make this post- I was thinking about making a post about RBRK as well. It’s to my understanding that they aren’t necessarily competitors with your CRWD and PANW type companies. Essentially, Rubrik assumes everyone will get hacked or mess up, so you should have a plan for when it happens. It’s more of a backup/recovery cyber company than threat prevention. I believe their closest competitor is Cohesity (which is private) What caught my eye was the P/S Valuation. 11.4 feels low compared to others in the industry. CRWD’s is 25.44, PANW’s is 13.83, ZS is 12.06. And none of those are growing as fast as RBRK. I believe that this niche they are in could be very profitable and essential to any sized company- and they’re positioning themselves as a leader. Anyways, looks like we will both be building a position at the same time. Hope it works out for us.
after hours of DD, I came to the conclusion the SaaS Sell-off is ghey af. Long $SNOW, $ZS, $RBRK, $CRM and $PLTR. Watch me at +50% EOY or -50%
WHY DOES $SNOW $ZS $RBRK go down you suckercocks! I buy more u cucks! We will see 300$, 330$ and 105$ respectivly in 2026. Fuck you sellers, fuck u bers and fuck you Maduro.
well. Also put RBRK on there. I have no theory why Cyberec sold off the way it did....alongside other SaaS like SNOW, NOW, so Imma be holding here and adding far OTM Calls to exactly ZS and SNOW. They are beating, raising, and get sold off? Price targets re-iterated and high af? Strong buy and outperform? Literally no hold or sell? Makes no sense. Expecting a glorious earnings season for named tickers. Watch me!
The companies that own the datacenters and service the software. Amazon, Google, Microsoft ZS, PANW, CRWD The chip producers will taper off (if) demand tapers off. Utilities I don't have a lot of knowledge on but classically they have capex and anti monopoly constraints for growth. Not really worth the investment in my opinion. People claiming that the "AI Hype" will die down or stop don't really understand whats happening right now in the software space. Models are being built out across industries for a vast array of utilities. From electric grid demand prediction, fine tuned language processing, medical imaging, crash analysis for insurance claims. This isn't a thing that's just going to stop. It's slowly going to be EVERYWHERE optimizing corporate efficiency in a variety of ways. Replacing jobs in some sectors and creating jobs in others.
Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.
don't forget ZS (ZScaler)
VST, PLMR, MNMD, XZO, ZS, AORT, DDOG and CRWD is where we be put my money for 26
Any software stocks looking like decent buys? I’m looking at NOW, FTNT, ZS, DDOG
fun post! i only know one that no one has mentioned. ZS. it’s a good price right here right now $228
ZS is the play if you want to make money
i’ve owned rklb asts axon joby rcat and many other space drone sections. i have realized gains. but i’m out of those completely. in oct, december, those stocks drop like a rock when there was merely a 4% recess. get out when you can i’d rather own cyber security, three that are at very good value: ZS, checkpoint software, rubrik. my ciber etf is currently loaned at fidelity. so some folks are shorting it with large margin. last time this happened to silver stocks. and we all know where silver sits one month later
RBRK Cyber is going to pop & RBRK has a small enough market cap & growth to pretty easily double. For the lazy MF’ers here lurking for picks, Merry Christmas. These will also work well & make you $ in 2026 in the space: PANW, CRWD, NET, ZS.
ZS, RBRK, BB calls
I'm about to full port into ZS Calls 👀
yall are sleeping. Have not the obvious Cybersecurity plays. RBRK (Rubrik Inc, might go profitable for the first time 2026 lol) ZS (ZScaler, the recent dump was unjustified lol)
ZS is horrible this past year
Nah, $ORCL and $ZS mainly