Reddit Posts
Decided to take over my 401k back in February. Fk risk tolerance!
Take the blessing of "I give you 100 hints"-Orange-Man
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.
Mentions
buy APP and ZS and CEM
ahh that is why u had foul language the other day. Let me put u on the map to make it up ok? CRM, SNOW and ZS Calls. Earnings beginning of September.
<< So I just exited a lot of my positions and will continue to sell me long $NOW calls. I will hold my 40k in $ZS calls for their earnings in 2 weeks. I roll with a lot of cash now and just wait to the inevitable next crash later this year. Bye
**NET is valued as an** **Internet platform** **, not a cybersecurity vendor** The market is effectively betting that Cloudflare becomes a neutral operating layer for the Internet: the place where applications are secured, accelerated, executed, stored, connected, and increasingly accessed by AI agents. That explains the premium. It does **not** make the stock conventionally cheap. At the August 7 close of **$300.27**, Cloudflare had a market cap of approximately **$106.9 billion** and enterprise value of **$106.3 billion**. That equals roughly: **42× trailing revenue** **37× Cloudflare’s 2026 revenue guidance** **29× 2027 consensus revenue** **203× forward adjusted earnings** A trailing free-cash-flow yield of only **0.32%** Those are extreme numbers even for high-growth software. **Why investors are nevertheless willing to pay it** **1. Growth has reaccelerated at an unusually large scale** Cloudflare’s second-quarter revenue increased **36%**, accelerating from 28% a year earlier. Management now guides to approximately **32% growth for full-year 2026**, despite approaching a $3 billion revenue base. More importantly, most of the underlying indicators confirm that the growth is not merely coming from small AI developers: Dollar-based net retention accelerated to **120%** Remaining performance obligations increased **38%** Current RPO increased **35%** Customers spending more than $100,000 annually increased **27%** Large customers now generate **73% of revenue** Non-GAAP operating margin reached **13.8%** Revenue growth plus operating margin was therefore nearly **50%**—effectively Rule-of-50 performance. Cloudflare also added a record number of customers in every large-customer cohort, including customers spending more than $1 million and $5 million annually. Very few public software companies can simultaneously offer roughly 30%–35% growth, enterprise expansion, improving margins, and a credible path to a much larger addressable market. **2. Its products reinforce one another** Cloudflare is not just selling DDoS protection or CDN capacity anymore. Its platform spans: Application security and performance Zero Trust and SASE Network security and connectivity Workers serverless compute R2 storage and databases AI inference, gateways, agent orchestration, and related developer infrastructure The bull case is that these are not separate products requiring separate infrastructure. They run over the same network and generate cross-selling opportunities. Recent customer examples support this. One enterprise selected Cloudflare to eliminate five incumbent products, with potentially seven eventually displaced. Several customers chose Workers or R2 over incumbent hyperscalers because of lower latency, Cloudflare’s zero-egress model, security integration, and the ability to purchase multiple services through a common pool of funds. The analogy investors are reaching for is not “the next Akamai.” It is closer to a combination of: **Akamai + Zscaler + a lightweight AWS edge platform + an Internet traffic control plane.** That potential product breadth materially expands the plausible terminal market. **3. Cloudflare may be unusually well positioned for AI agents** Cloudflare said that more than half of the traffic traversing its network is now non-human. It ended Q2 with more than **7.4 million developers**, having added almost **2 million in one quarter—more than it added in all of 2025**. The potential monetization stack is unusually broad: Developers run agents on Workers. Agents use Cloudflare storage and state-management products. Enterprises use Cloudflare to secure agents and their data access. Websites use Cloudflare to identify, permit, block, or charge AI crawlers. Cloudflare could facilitate authentication and very small machine-to-machine payments. The market is therefore assigning value to Cloudflare before all of these revenue streams are separately visible. Investors see a chance that enormous growth in machine-generated requests increases demand for compute, storage, security, authentication, and traffic-management services simultaneously. This is the biggest reason the stock trades above what its present financials alone would justify. **4. Cloudflare has a developer-distribution flywheel** Cloudflare’s free and low-cost developer products create a very large funnel. Most individual developers will never become important customers, but some projects become successful applications or are brought into larger companies. The pattern is: developer adoption → workload adoption → security and performance usage → enterprise contract → additional platform products. Cloudflare’s latest results suggest that both ends of this funnel are working: paying-customer growth was extremely strong, while the number of large customers and spending by existing enterprises also accelerated. **5. It receives a scarcity and founder-led execution premium** There are not many companies with Cloudflare’s combination of product velocity, developer mindshare, enterprise security credibility, global infrastructure, and founder leadership. Matthew Prince has also been unusually effective at framing Cloudflare as the company architecting the next version of the Internet. That narrative premium matters. When results validate the narrative—as Q2 did—the stock tends to re-rate very sharply. **How exceptional is the valuation relative to peers?** On current S&P Global-derived figures, NET trades near CRWD on sales multiple, but materially above most other security and infrastructure-software peers. Fiscal calendars and business models differ, so this is directional rather than perfectly comparable. Nevertheless, the contrast is revealing: **NET’s premium is justified by expected growth and platform optionality—not by current cash generation.** Cloudflare’s free-cash-flow margin remains substantially below those of CRWD, PANW, DDOG, and ZS. Its developer-platform mix is also more infrastructure-intensive, with gross margins currently around **73%**, versus approximately 75%–80% for many pure software businesses. **What the current stock price implicitly requires** Consider a deliberately optimistic scenario: 2026 revenue: approximately **$2.87 billion** Five years of **30% annual revenue growth** 2031 revenue: approximately **$10.6 billion** Long-term free-cash-flow margin: **30%** 2031 free cash flow: approximately **$3.2 billion** Even in that excellent scenario, today’s enterprise value is already about **33× that hypothetical 2031 free cash flow**. For an investor to earn roughly 10% annually over those five years, Cloudflare would need to be worth around **$171 billion** in 2031, ignoring dilution. That would still require approximately: **16× 2031 revenue**, or **54× 2031 free cash flow** Cloudflare’s share count is currently increasing about 2% annually. Were that dilution to continue, achieving a 10% per-share return would require something closer to **18× 2031 revenue** or approximately **60× 2031 free cash flow**. The current valuation and dilution inputs come from Cloudflare’s updated market statistics; the scenario calculations are illustrative rather than a price target. That is the clearest way to understand the valuation: **even spectacular execution is not enough by itself. Cloudflare must also retain an exceptionally high terminal multiple.** **What could break the valuation** The most important risk is not that Cloudflare becomes a bad company. It is that it becomes merely a very good company. A reduction from 30%–35% growth to the low 20s could cause substantial multiple compression. Likewise, machine traffic does not automatically equal revenue: Cloudflare blocks significant amounts of malicious or unwanted traffic without incremental charges, while compute-heavy Workers and AI workloads can carry lower gross margins than traditional security software. Other risks include hyperscaler competition, slower enterprise adoption of Workers, declining net retention, persistent stock-based compensation, and the possibility that Cloudflare’s AI-commerce products prove strategically interesting but financially modest. **My view** **The valuation is explainable, but not comfortably justified.** Cloudflare probably deserves one of the highest multiples in software because it has unusually strong growth, architecture, distribution, and optionality. The latest quarter meaningfully strengthened the thesis that it could become core infrastructure for the agentic Internet. But at roughly **37× current-year sales**, the stock is priced for something close to category dominance. There is little room for ordinary execution, slowing growth, or a less-generous future software market. Relative to PANW, the distinction is: **PANW’s valuation is primarily supported by existing platform scale and cash flow.** **NET’s valuation is primarily supported by future platform creation and AI-era optionality.** That gives NET potentially greater upside if the broad “Internet operating layer” thesis succeeds—but much greater multiple risk if it develops into only an excellent security and edge-computing company. **NET is an exceptional business at a venture-style public-market price.**
Is this forum aimed at lotto picks? I did a lotto pick play for the day... ZS 0DTE short puts today... just outside the money... 7 contracts... flip of a coin which way it would go by the end of the day but made about $500 bucks on it expiring worthless....
21k in what? I think NOW is the easiest play this year. Also CRM!! They are cash machines, still have growth and as Bill said in the earnings call, NOW is also one of the largest Cyber-Def Companies. Just go listen to the earnings call. It's good. Very good! Bill put his money where his mouth is and the numbers add up. I 100% in the Story. I have trimmed a little because I have a new "timing the market" strategy. But still have aomewhat of a position. About 7 calls total. They are all up over 100%. But the new strategy as I said is this. Just stay fucking put and wait for some other stupid shit to happen. This market is pure volatility and I want to be rich now, not in 10 years. My other high Conviction plays are ZS calls (now deep itm, boughy in the last sell-off) and RBRK. I think RBRK will run into the 100s this year. if u ask me what is wirth dumping it into now, I would say CRM, ZS, RBRK maybe....Also APP at these levels and RDDT. SNOW will also hit the 380ies I think. If u just wanna dump and hold, I would say GOOG and believe it or not, SPCX
Gotta be honest man, after my NOW and CRM and ZS and RBRK calls hit it big later this year, I will consider doing the same strategy. Just sitting on my cash and just waiting to strike it big when the memes reach level 100 and everything is red.
# Current Futures Levels [Investing.com](https://www.bing.com/ck/a?!&&p=3f404e798caa814505f39dc3c56e69897b70c1f60a03df4723e5bc40fdf93925JmltdHM9MTc4NTYyODgwMA&ptn=3&ver=2&hsh=4&fclid=202f7691-4acf-6f61-0d88-61fe4b546e57&u=a1aHR0cHM6Ly93d3cuaW52ZXN0aW5nLmNvbS9pbmRpY2VzL2luZGljZXMtZnV0dXJlcw&ntb=1) * **Dow Jones Industrial Average (Sep 26)**: 52,635.00 (+255.00, +0.49%) * **S&P 500 (Sep 26)**: 7,519.25 (+46.75, +0.63%) * **Nasdaq‑100 (Sep 26)**: 28,404.25 (+166.50, +0.59%) * **Russell 2000 (Sep 26)**: 2,938.00 (−16.30, −0.55%) # Market Context [CNBC**+1**](https://www.bing.com/ck/a?!&&p=b69ff1cd49dfdf8caa0c61b3c4ee4e2c20dc30d2161992ee3fd2b7b3b5f3a973JmltdHM9MTc4NTYyODgwMA&ptn=3&ver=2&hsh=4&fclid=202f7691-4acf-6f61-0d88-61fe4b546e57&u=a1aHR0cHM6Ly93d3cuY25iYy5jb20vMjAyNi8wOC8wMi9zdG9jay1tYXJrZXQtdG9kYXktbGl2ZS11cGRhdGVzLmh0bWw&ntb=1) U.S. equity futures are advancing ahead of key economic data and earnings releases. Investors are awaiting the **July jobs report** and a busy week of corporate earnings, including McDonald’s, Kraft Heinz, Costco, Walt Disney, Palantir, and semiconductor giant AMD [CNBC](https://www.bing.com/ck/a?!&&p=b69ff1cd49dfdf8caa0c61b3c4ee4e2c20dc30d2161992ee3fd2b7b3b5f3a973JmltdHM9MTc4NTYyODgwMA&ptn=3&ver=2&hsh=4&fclid=202f7691-4acf-6f61-0d88-61fe4b546e57&u=a1aHR0cHM6Ly93d3cuY25iYy5jb20vMjAyNi8wOC8wMi9zdG9jay1tYXJrZXQtdG9kYXktbGl2ZS11cGRhdGVzLmh0bWw&ntb=1). The rally is supported by optimism over economic resilience, but analysts note caution: Big Tech earnings were solid, yet investors are wary of sustained AI‑related capital spending without clear earnings growth [CNBC](https://www.bing.com/ck/a?!&&p=b69ff1cd49dfdf8caa0c61b3c4ee4e2c20dc30d2161992ee3fd2b7b3b5f3a973JmltdHM9MTc4NTYyODgwMA&ptn=3&ver=2&hsh=4&fclid=202f7691-4acf-6f61-0d88-61fe4b546e57&u=a1aHR0cHM6Ly93d3cuY25iYy5jb20vMjAyNi8wOC8wMi9zdG9jay1tYXJrZXQtdG9kYXktbGl2ZS11cGRhdGVzLmh0bWw&ntb=1). # Global & Commodity Snapshot [Investing.com](https://www.bing.com/ck/a?!&&p=3f404e798caa814505f39dc3c56e69897b70c1f60a03df4723e5bc40fdf93925JmltdHM9MTc4NTYyODgwMA&ptn=3&ver=2&hsh=4&fclid=202f7691-4acf-6f61-0d88-61fe4b546e57&u=a1aHR0cHM6Ly93d3cuaW52ZXN0aW5nLmNvbS9pbmRpY2VzL2luZGljZXMtZnV0dXJlcw&ntb=1) * **Euro Stoxx 50**: +0.31% * **FTSE 100**: +0.28% * **Nikkei 225**: +0.41% * **Gold futures**: flat * **WTI crude oil**: −6.70% * **Brent crude oil**: +1.22%
thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)
Netskope and Zscaler are up. ZS is up 4%. I doubled the bet and sold my bonds to go all in SASE. Making trillions every hour.
ZS puts were one of my biggest winners this year after it absolutely tanked last ER and went from .50 to 10.00… Lightning probably won’t strike twice, but something to think about
Software. CRM NOW and cybersecurity ZS RBRK S
op, now u know that nobody went broke booking profits. Look for a company that got beaten down heavily AND unjustly like ZS, NOW CRM and IBM and full port calls
A lot of security related SaaS companies were up between 7-12% on this news: OKTA, CRWD, ZS, PANW
I about gave up hope in my ZS calls, then bam it pops $14 bucks.
so u know what this week is about. Rotation INTO software yet again. Buy calls on NOW and ZS.
Chkp had a very weak rebound after hitting the low at $110 range. ZS has a much better rebound ZS was $115 at the bottom and it's now $140 and $150 the day before. 40% rebound So compared to ZS, i cut CHKP. PE of chkp is very low. It's not having much momentum. Feels to me a long path to break out. I have too many in that sector so i decided to cut down. Ldos too. I overweighted ciber security so it was tough in April and too good to be true in May... Crwd, panw and zs are top players and they are not going anywhere. Stephanie link from high tower discussed ciber and hack in her show.. check it out. It's the best software sub sector. Better than msft in my take
What is new vibe or tweet, when miss earnings & crash 30% to many like $AVGO $INTU $ZS like last Er drop
some on the list of sold aren’t bad at all. you probably just need a little more patience. Ex. ZS &orcl. they are both down thanks to the saas apocalypse zs has gone to a higher low pattern for a month now.. steadily recovering.. lin, i like it too due to spacex. panw xom they were doing very well this year mrk, i sold it too but with a profit. it was a mistaken buy..not a good business due to patern expiration
Software (ZS, PANW HUBS, CRM, NOW, RBRK) buddy and AVGO
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?