Reddit Posts
30k in $NOW is the time for 23k $ZS to get it's shit together
Nasdaq-100 Index Quarterly Changes - Added: Astera Labs, Inc., CoreWeave, Inc., Nebius Group N.V., Rocket Lab Corporation, Teradyne, Inc.
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
Pre-Market Gainers and Losers for Today (May 27, 2026) 📈 📉
Tracked my buys this year. Am I setting up for underperformance?
ZS is getting the FSLY treatment and nobody's paying attention
Name softwares companies are likely to be near short term bottom and sharing oberservations
Next stocks to be added to s and p 500 in rebalancing tomorrow
What stocks do you think are currently on a discount, despite having great fundamentals?
The Most Obvious Secular Bull Market That I Can Think Of
$WKSP: Follow-Up With Major Partnership News
GMGI .74 cent undervalued .5x of 2025 revenue Proj $186mil
GMGI NASDAQ listed undervalued global reach micro cap trading at .5x yearly revenue
Do you believe 2026 is a year of turning around ?
ZS rebound thesis + 50% margin: waiting for $300 to sell 6-month covered calls (25–30 premium target
From 20% to 51%/YR: My Safe Options Growth Tips as a Professional Money Manager
2025 Account Update: Up 27% YTD Selling Futures Options as a Professional Money Manager(My Strategy)
Cybersecurity is booming, is Zscaler (ZS) worth buying now or too risky?
My First Inverse ChatGPT Trade - $232 Gain on Call Spread
$HLLY not debatably a real business
EU wants your ID to jerk it. VPN stocks?
New pick: $TREIF Treatment.com AI: The Quietly Emerging $24M USD Healthcare AI Company Gaining Ground on $1B+ Industry Giants
The NASDAQ closed today at an ALL TIME HIGH.
I’m 19 and have some money to invest, how’s this to start? Hoping for roughly 15% a year
$HACK Big cybersecurity ETFs close at records
Up 12.5% YTD selling strangles W/ zero losses - Here’s my complete approach! Technical & fundamental
China’s Demographic Collapse Could Be the Biggest Long-Term Risk to Global Growth
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
Mentions
Ofcourse ZS is more promising of both with zero trust cybersecurity being even more important in the AI world. I leveraged margin for these two plays and have 25% of my port invested in NOW. All of them have easy 30% upside with just one earnings beat.
I committed 40% of my account into ZS and 30% into S. Hubspot has been an interesting play I've been eyeballing also. Cybersecurity with government contracts eases my worry, but I'm apprehensive on HUBS still. However, Hubspot could be a great price depending on how much confidence you have in AI threatening their market position.
I committed 40% of my account into ZS and 30% into S. Hubspot has been an interesting play I've been eyeballing also. Cybersecurity with government contracts eases my worry, but I'm apprehensive on HUBS still. However, Hubspot could be a great price depending on how much confidence you have in AI threatening their market position.
ZS and HUBS primed for take off🚀
ZS drilled on earnings and is still low.
Question about $ZS, $PANW, $CRWD (cybersecurity): Was looking at these 3 stocks for cybersecurity and privacy, and just saw that $ZS is negative YTD compared to $PANW and $CRWD which are both going crazy. I know $ZS hasn't had as good of guidance or performance, but is there still room to grow? I'm not suggesting $ZS to be a buy but rather just wondering so I can learn a bit more about how the market operates.
ZS, NTSK, MSFT, ADBE, CRM are some of the stocks I collected from very low. I'm especially very heavy on ZS and NTSK. I'm expecting a good bump in most of them. Also thinking about getting small positions in META, BABA and ORCL as well.
Obvious - NBIS. I’m up 130% and picked it up in April. Will buy more when (if) it dips this summer-early fall. Risky but has a lot of potential and big investors- ASTS (another launch just announced… get in now before you see them advertised by verizon etc); just had a big ad during the world cup and a successful launch. Better sats than SpaceX (more coverage and better data download speed / capabilities). Got a defense contract to use its sats and be dual purpose. Coverage for AI security- ZS. Just waiting for a breach to happen and people start looking at this again. AI is cool until some idiot gets hacked and companies start freaking out over security risks.
Guys I bought ZS but then I realized it's Soybean Futures. How fucked am I? I never bought calls on futures
$MU any earnings hiccups are nowadays 20-30% crash Saw $AVGO $ASML $INTU $ZS earnings 20-30% drop Any small hiccups at ER, either outlook , double triple order news, prepare for 20% drop in a day, after big run MU at 197% above 200-day
Holy shit ZS being out is wild. Apparently they had had some top leadership also leave and may be facing scrutiny for securities law violations?
Bro really need CRM, ADBE, ZS, NFLX to pump or im dead meat
I’m holding my ZS until the fall hoping for its annual rebound. Not brave enough for calls but hoping for the best for you 🙏
Bro if ZS gets dragged with CRM I’m backing the truck up. Last week’s action was pure clown market vibes, zero conviction anywhere. If NOW ever actually chills under 99 again I’m selling my organs for more shares 😂
Bro last Friday was the fakest melt up I’ve seen in a minute, felt like pure dealer gamma cope. I’m with you on bullying ZS, that thing moves like it’s allergic to green candles. If NOW hits sub 99 again and Bill doesn’t send it, I’m calling the SEC on his hairline 💀
My ZS calls are so much farther OTM and a lot sooner, prayers for us both
Youre right. They're actually planning on closer to 50bn per quarter https://finance.yahoo.com/markets/stocks/articles/microsofts-capex-spending-2026-23-135000219.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAI_xKIgyvzDLBn-CAEPSpSBDNmmWFqu83UycBrYo9Q4EQ-jy0b7YY-M8ueVzr2YR9A6mvFW99VVp0g2UBTnYGyesSRmDM6VnhdO7RdybLRCvk4AbWaYXh5WvP04r-MARy34o9nwWZsU4KQkIiw-ZS7Rspbq69m1emI3hx5ymYpl2
Anyone looking at ZS? It bounced off 120 three times last week and really hard Friday.
ZS 155 😱 if it hits 155, am gonna be rich
Good ZS sucks. All i hear is the ceo keep saying zero trust. Bro, i have zero trust in you!
Selling my ZS calls on open, plbiting SpaceX fuck it
ZS got removed from NASDAQ 100….just bought this recently too…fml 😓
Holding ZS here instead buddy … good luck being exit liquidity
Selling ZS calls for a 50% loss, full port into spacex
no bruder, don't need massive volume to drive down price. I can sell one ZS share for 100$ and THAT IS THE PRICE. Hedgefunds would do the front running.
Do we think this craters the ones that have been kicked off? ZS has already been getting its balls kicked in
Ah yes, this sub's favorite picks. Rip ZS bros though.
my guy u see this shit? ZS got sold off already. Ain't no front running here. Every week 3k in Calls. Expiry 2027/28. Adding stacks until earnings
why you mothercukers take out my ZS when I just dumped 20k into calls?
NASDAQ announced changes to the NASDAQ-100 Index effective June 22, 2026, adding five companies and removing five others in its quarterly rebalance. The five companies being added to the index are Astera Labs Inc. (NASDAQ: ALAB), CoreWeave Inc. (NASDAQ: CRWV), Nebius Group N.V. (NASDAQ: NBIS), Rocket Lab Corporation (NASDAQ: RKLB), and Teradyne Inc. (NASDAQ: TER). Five companies will be removed from the index: Charter Communications Inc. (NASDAQ: CHTR), Cognizant Technology Solutions Corporation (NASDAQ: CTSH), Insmed Incorporated (NASDAQ: INSM), Verisk Analytics Inc. (NASDAQ: VRSK), and Zscaler Inc. (NASDAQ: ZS). The changes take effect before market opening on June 22, 2026, according to the company's statement. The NASDAQ-100 Index measures the performance of 100 of the largest NASDAQ-listed non-financial companies. According to NASDAQ, the index is tracked by more than 200 investment products with over $800 billion in assets under management
Oh that’s why ZS was getting dumped
I’m now a proud ZS, ORCL, ADBE bag holder. This will be a long wait 😖😖😭😭😭
I followed you on ZS and AVGO. Bought ZS calls following the dip.
$ZS piece of garbage is making my port look bad with these $150 calls down -40
Still negative on my ZS calls Holding lfvn for the squeeze Then riding my spy contracts up
$ZS is shitting on my port, not sure why I bought this piece of junk
The ol coulda, shoulda, didnt. If you’re anything like me you’ll mess up the next trade just like I did with ZS. Could have held my calls then switched to puts. Could have turned $300 into $50k instead of $800.
Why is ZS such trash? Thinking of taking a longterm loss and moving it into PANW
15k on ZS August $155 calls and 5k on 180 calls 1000 lfvn shares for the squeeze Let's fucking go
Loaded to the tits on ZS calls and LFVN shares
Ever, RDDT, ZS
My saas holding did better than my semis. I have NOW, PLTR, and ZS. My semis (MU, MRVL, INTC) went down twice as much. Because they'd gone up more. It seems silly to sell off my saas holdings since they've already been beaten to death this year. I think they have a better chance of profit for me since I just bought them recently after the entire year of downward pressure.
I am calling it the Software Psych. There's a lot of interesting behavior in the numbers this week. Notably, CSU was up Friday. Major outlier. Roper? Ignored. A lot of payments seem to have hit a shelf (NU, SE, MELI, TOST), but I won't touch them because consumers are fucked. CHYM and SOFI are interesting here. Some Cybersec dogs have been ignored, but I think will see major recovery this next year or two, especially ZS, which just had that horrible earnings, but should recover. Checkpoint is a buy for me, and Rapid7 is risky but I know them well enough to think they will recover. There will some consolidation in this sector in the coming years, so be wary.
yeah ZS hasn't been doing well at all. I think it'll shoot up after Zenith live and I'll probably offload most of my stuff for better options
15k in ZS August 155 calls 5k in 180 calls 5k shares in LFVN and picked up 9 July $10 contracts for around 2k Yolo Buying a house dammit
Yeah I'll agree that it doesn't make sense for them to lie about it. I guess I'm just confused at why Project Glasswing literature would blast $PANW and $CRWD in big bold letters and completely fail to mention zscaler and sentinelone, does not make sense to me. Luckily I invested in $PANW and $CRWD not $ZS, since their share price has been getting destroyed lately.
I would say avoid quantum unless your plan is to buy and hold for at least 5-10 years and have diamond hands. Actually, it’s good for short term trades too given the volatility. I guess I should say, avoid quantum stocks only* if you’re expecting them to get you rich by like next year. If you’re looking to buy and hold some stuff for an intermediate time horizon, a lot of software and cybersecurity stocks are still beaten down from the ‘SaaSpocalypse’ that never materialized, NOW, CRM, ZS to name a few
It will recover tomorrow. All the er dips got bought up (ZS)
Detroit legend microphone legend I think ZS this month might give a legendary move that I may get a concussion
ZS, HUBS , MSTR, RDW and LUNR on big sale
doubling down ZS with $15k in aug 155 calls today and another x7 $180c im already up 50% on
https://preview.redd.it/qkw55uk9935h1.png?width=1637&format=png&auto=webp&s=3cd3a15996a020e0f917a845a0ed3c6039303a51 Is this Gambling? ZS huehuehuehue
Dropped 15k on ZS august 155 calls. after crowdstrike earnings, back to 150, climb to 180 then 250
S and ZS are both solid for long term
Is ZS trash or diamond in the rough? I'm thinking overreaction.
Sold asts little juicy gain. Re entered MSFT and ZS
all in each time an get out quick. I think it was a ASTS call into an ASTS put into ZS call into ASTS put. Doing either SPY put today or ASTS Call
bought INTU and ZS on the dip, have done well
Would you say ZS was just a bad example? Also what do you think about the tendency of Palo Alto dipping about 10% on every earnings? Does it matter or that is also unrelated to tomorrow ?
Every cyber stock I follow sans ZS is up 60% in the last month. PANW product line is much closer to FTNT then ZS which is largely just SASE
PANW reports tomorrow. CRWD on Wednesday. Look what happened to ZS when they reported. Up to you but I'd sell tomorrow.
Cyber security. PANW is a good option. ZS or CRWD are also decent options. Software is also an option PLTR is getting cheaper as it grows. How much time do you have?
The Spread on ZS calls are stupid
My weekly ZS call is up 560%. it is currently at $155 I have many other SAAS options expiring June August etc. I am wondering when I should sell? $160, $170, $180 or wait until Friday when it expires.
I like it when my portfolio has like +1k theta, but lately I'm sitting at like -350 - 450... its a thing. Sold my 125&130 NOW calls for 2k profit., In and out of ZS for 2k profit. Lately I've been trying to buy LEAPS as a core positions for swing trades, the theta burn is very low. I'll buy short dated options 2-3 weeks, but only if its really asymmetric risk. Often the LEAP calls are somewhat mispriced as well and slower to rerate up, so can often make good momentum entries there.
ZS kicking ass and taking names
Got out of my ZS long on Friday, thinking it had had its bounce off the low.....FML!!
ZS get back to where you are supposed to be $185
ZS recovering well from big drop
Buying ZS and MSFT last week was definitely the play, making money hand over fist
The only rational on scalar vs crowdstrike is that organic growth is waning on ZS (most rev yoy beat coming from acquisitions). Otherwise I agree.
Anybody bullish on $ZS? Thinking more negative Iran news might affect cyber security sector
If PANW and CRWD hit earnings this week could boost ZS but not overly sold. Speaking as a S bagholder
Yeah for sure. I didn’t know about ZS until people here were talking about it. I figured when it fell I would start a small position to see what happens.
I am in NOW. I had to cut ZS. I don’t like when market doesn’t agree. ZS price may have to finish basing. The ER is telling. Once it starts gapping up on ER is when the turnaround completes.
I see no issues financially and it’s beaten down after earnings. I did the same with NOW when it dropped as I didn’t see it going out of business and my play is the same as that with ZS. These two I hold longer so no worries if it doesn’t go back up next week. Up 31% in NOW and up 8% already on ZS.
Whats the case for ZS. Market seems to hate it. ER seemed ok to me.
My kind of play personally. Bought a bunch of ZS for long term hold in my “investing” portfolio when it fell (no position before) and already up 8.4%
CRM, NOW, RBRK, ZS and PLTR. All this shit on discount. NOW CEO commiting his salary to stocks only. CRM buying back massive amounts of shares
Yeah, a bunch. Got out of my huge ZS bag with profit, happy about that. Traded COST and some other stuff, $2200 today, which is good considering I was outside in my garage all day cleaning
I got screwed on ZS... Was down $8k... But then today by some miracle it recovered bigly and I got the hell outta Dodge with $39 profit. Done with that one
Played ZS earnings, was out on -12% loss and ported to 2x LUNR on the dip, recovered all plus some. Will be out just before ghey SpaceX ipo. I still believe space companies are fake and ghey .
What makes PANW and CRWD any different than ZS or S? And those parabolic green candles are dangerous
ZS looking like a good play here.