Reddit Posts
Palo Alto (PANW) is down ~8% on a clean beat — the margin guide is why
CRDO gapped down 20% on earnings today. 85% of retail sentiment is still bullish.
Top stocks hitting 52-Week Highs/Lows - August 12, 2026 📈 📉
Decided to take over my 401k back in February. Fk risk tolerance!
Can Someone Explain Why PANW is Worth 299 x Earnings??
What’s the craziest P/E ratio of a stock you’ve ever seen?
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
SUNE, up 60-30 percent today
Top stocks hitting 52-Week Highs/Lows - July 6, 2026 📈 📉
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
CRWD earnings might be a real test for the cybersecurity trade
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
PANW reporting tonight — where do you see it going?
Bull case for cyber security stocks is incredible.
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
I feel like I am stuck in the washing machine and step bro is behind me...
Top stocks hitting 52-Week Highs/Lows - May 20, 2026 📈 📉
Buy high Sell Low the 1.3M AI trade at the top
Top stocks hitting 52-Week Highs/Lows - May 15, 2026 📈 📉
Make that Politician #5 Rep. Gilbert Cisneros just bought up to $15,000 of Palo Alto Networks $PANW 45% up from our 🚨Insider Trade Alert🚨 Pelosi keeps winning 👀 Screenshot from: Stock Insider App
Tracked my buys this year. Am I setting up for underperformance?
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
Name softwares companies are likely to be near short term bottom and sharing oberservations
Top Cybersecurity Stocks - Big role in warfare and protection 👇🏼
PANW Palo Alto poised for big gains
What stocks do you think are currently on a discount, despite having great fundamentals?
Software and Cyber Security stocks are likely going higher: Jensen Huang says the market got them wrong
The Most Obvious Secular Bull Market That I Can Think Of
What's the advantage of being listed on two different exchanges?
The "Trump trade" is accelerating: Five brand-new "America First" ETFs have launched on the New York Stock Exchange.
Here’s What I’ll Be Trading This Week 12/29/25 - What Do You Guys Think On These Picks For The Week? What Will You Be Trading and Why?
i am holding these stocks, i just bought this week. advice if its good or not portfolio
Palo Alto Networks +2.4% pre-market as Google Cloud secures nearly $10B AI security deal
Which cybersecurity company stands to benefit most in the age of AI and Quantum?
(PANW) Palo Alto Networks Q1 2026 Earnings Call | Live Transcript at 4:30pm ET
John Hickenlooper (Democrat) buys INTU and PANW
The 5 stocks with the highest average rating from top tier analyst ratings
The 5 stocks with the highest average rating using the latest consensus data from top tier analyst ratings
Top 5 Stocks with the Highest Average Analyst Ratings from Reputable Agencies
Analysis of Last Week's Earnings Top Comments and Results
Had a PANW call that went down after being up 6% and then bought SPY puts. All today
Crowdstrike Is A Better Investment than Palo Alto Networks
Why Palo Alto Networks is the Palantir of cybersecurity
Why Palo Alto Networks is the Palantir of cybersecurity.
Why Palo Alto Networks is the Palantir of cybersecurity.
The world is entering a liquidity-driven, AI-powered supercycle, and I intend to own the fastest horses riding the biggest narrative waves.
Rapid7 (RPD) – an overlooked cybersecurity play at the bottom, I’m loading up 💎🙌
Palo Alto Networks (PANW) to Acquire CyberArk in $25 Billion AI Security Deal
EU wants your ID to jerk it. VPN stocks?
Palo Alto Networks to acquire CyberArk in $25 billion deal
WSJ: Palo Alto Networks(PANW) Nears Over $20 Billion Deal for Cybersecurity Firm CyberArk(CYBR)
PANW is rumored to be acquiring SentinelOne (S)
SentinelOne DD (Taken from Article)
I’m 19 and have some money to invest, how’s this to start? Hoping for roughly 15% a year
FIREWALL KING TURNS AI OVERLORD – YOLOing $PANW 🚀🔥
Prediction: Crowdstrike will need to CRUSH earnings above and beyond guidance to avoid a post-earnings crash
YOLO Update: 1M target second phase, 230K → 600K, using only OTM Options-AMA
100K-1M target: PANW-PUT made another 60K profit, even I find it hard to believe that I got 106.89%...The first stage goal is complete
How will Microsoft Security Copilot affect cyber security stocks
Which are the best cyber security stocks that should go up in 2024?
Rising Costs of Cyber Attacks Sparks Momentum in Cybersecurity M&A Activity
Palo Alto Networks (PANW) will CRASH spectacularly, absolutely INSANE valuation
Palo Alto Networks (PANW) will CRASH spectacularly, absolutely INSANE valuation
Rising Costs of Cyber Attacks Sparks Momentum in Cybersecurity M&A Activity
Do you have underlyings that have your number and do you avoid them?
Mentions
NOW, TEAM, CRWD, NET, PANW, SNOW, DDOG, FIG, RDDT, AFRM, CRCL, HOOD. But I’m already 50-130% up on a lot of these, not sure if I’d initiate a position in any of them right now except maybe FIG and AFRM.
Have at least 10% cash. Also, have some software stocks like CRWD, PANW, CRM, NOW…Lastly, use SOXS or SQQQ(small amount) for short term hedge. Use carefully though. If you are experienced investors and have enough investment in the game, you can sell cover calls. or buy puts. Just FYI.
Sold the last of my PANW🌁 This markets schizo 🫨
CRWD, PANW my problem with this is that they are software companies. AI will make all software companies obsolete . Also they sell nothing to mass people so it can't take all the value like AAPL ang GOOG did in the past
CRWD, PANW? Something in cyber security I think.
Cybersecurity pumps higher NET CRWD PANW
I think you missed the point of my comment with your 95 days later response but ok 🙄 Yes, sometimes elected officials make trades that are well timed before announcements that move the share price, and sometimes they don’t. Sometimes those announcements happen before the trades are public, and sometimes they are after. And sometimes yes, they are just good companies that move for reasons unrelated to the government. When I bought PANW it was after a 30% drop and now a couple years later I’m up 150%.
Hey! I sold the 347.5 put in this shortly before earnings. I got assigned yesterday - first time I ever got assigned and I now hate everything about PANW.
Because I know the nature of PANW, I bought the 340 put and sold the 315 put, my first time with that type of trade it worked out fairly well, what would you say
Iirc PANW had a fairly large pump not so long ago so the recent move could be the reversion
the S&P100 adds (DELL PANW ANET SNDK) literally don't matter tho BE is s&p500 means new P&D unlocked ~~let's gooo more manipulation~~🚀🚀🚀 (I am talking about you MRVL and RDDT!)
It's software so it's like a 50/50 that it will pump. PANW did dump...
$SNOW where is AI revenue? Look $NKE & $SNOW net income and revenue comparison , last 6 quarters When $NKE market cap \~ $56 Billion Look $SNOW market cap \~$110 Billion $MDB $AVGO $CRDO $DDOG $PANW all earnings time song, our customers using AI. $QQQ $SPY at 10 yr \~ 4.8% https://preview.redd.it/dolt0szq97nh1.png?width=804&format=png&auto=webp&s=0e7fe0ed8f4de2ec1cd3fbf950f6a04891278654 Growth at any cost days over at higher interest rate era
Yes, puts on PLTR, CRWD, PANW, AMD and ... ARXS ✅ personal list 😁
Compare market cap & revenue & net-income of $NKE & $SNOW $SNOW make AI hype, what is absolute dollars net income gapp-net income? $AVGO $HPE $CRDO $MDB $PANW gave recent earnings. All sing more AI than $NKE Absolute dollars & net income important than real hype in $IGV $SMH https://preview.redd.it/6y4mmv75d6nh1.png?width=814&format=png&auto=webp&s=8ac3884426ea2c1de26a8fccfeb8cc6ea0250558
$SNOW Still GAAP net loss big Compared to other software companies in $IGV Tomorrow might be like $PANW, big jump at open, close red https://preview.redd.it/n72yu5vb76nh1.png?width=807&format=png&auto=webp&s=6dee87ff93ef2d842006639c056892e512556eae
PANW burned me yesterday and now AVGO, it’s good to be back
What ever I buy, I lose money. I lost in PANW call options this morning and now(tomorrow) AVGO call options. Somehow they know and they want to screw me.
PANW Will always be secondary as they service other enterprise
$SNOW like $PANW good spike, next day red
PANW needs a big correction, for some reason it's been holding very well the last two months
This morning my PANW call options got wiped out. I'm holding AVGO call options now. If it repeats the same, good bye to options.
Man... PANW puts were the play
u/TreGet234 PANW’s drop is more about the softer-than-expected FCF margin outlook and stretched valuation, while the constant acquisition spree is adding integration and execution concerns.
So PANW going upsies or downsies by Friday? I can't figure it out.
So anyone that play DELL and PANW just got IV crush 🤡
CRDO PANW MDB are in the toilet tonight
why PANW collapse like poorly cooked souffle? :(
PANW was 100% priced in lol. market doesnt give a fuck
PANW?? Why? Why you wanna do me like that? I trusted u.
I played MDB, PANW, DELL and CRDO. I did NOT play GTLB because it has only tanked on every earnings since existence. Guess which one mooned and which ones just died?
Of course gtlb moves 20% when I choose PANW instead
PANW still is better than CRWD depsite post earnings loss, must be a titan or a regard type of hold
Best PANW buy was when it was at $149 a share, best gamble ever
PANW tried to pull a DELL but nosedived back down
PANW moving like my 0dte options
PANW looks like my EKG after hours.
PANW just filed for bankruptcy
Welcome to the casino it happens.... PANW took off, then crashed
PANW, MDB, CRDO are all fucked. DELL WON!
I'm gonna gloat to all my friends that I had PANW calls
**Palo Alto Networks (NASDAQ:PANW)** reported fiscal Q4 2026 revenue of **$3.41 billion**, up 34% year over year, and Next-Generation Security (NGS) ARR of **$9.10 billion**, up 63%. Remaining performance obligations reached **$21.2 billion**, also growing 34%. Q4 GAAP results showed an operating income of **$172 million** and a net loss of **$282 million** (–$0.35 per diluted share), while non-GAAP operating income rose to **$1.01 billion** and non-GAAP net income to **$853 million** ($1.02 per diluted share). Operating cash flow for Q4 was **$1.4 billion**, with adjusted free cash flow of **$1.3 billion** and a fiscal‑year adjusted free cash flow margin of **38.4%**. For fiscal 2026, total revenue was **$11.48 billion** versus $9.22 billion in 2025. The company also completed the acquisition of **Console**, an AI-native agentic workflow platform, to expand its Cortex offering. Fiscal 2027 guidance calls for revenue of **$14.10–$14.20 billion**, NGS ARR of **$11.08–$11.18 billion**, non-GAAP operating margin of **29.5%** and adjusted free cash flow margin of **38.0%**.
MDB puts PANW puts FCEL calls
Opened Today Sept. 1 - Calls: DELL • PANW • CRDO • FCEL Disclaimer: random letters in a reddit post do not an investment make.
But the CNBC analysts all told me to buy CRWD and PANW
Was going to get puts on Dell and PANW just before earnings, both dumped today already. There is less upside now for puts but the macro does help with puts...
Anyone playing PANW tonight?
100% im sure CRWD or PANW will eventually reach 1T over time
PANW is insane 332 PE, why don't I just buy aapl
have u guy slooked at PANW? The premiums is fking insane $16 for next to spot csp
299x earnings” only gets less absurd if $PANW actually lands the 40% adjusted free cash flow margin management still targets for FY28 (PANW 8-K exhibit, 2026-06-02). That is the real bet buried under this valuation. Execution has to be nearly clean. [https://thesischeck.io/r/X\_pdwHM9wBpnMsZ2YzLylg?src=seed-reddit](https://thesischeck.io/r/X_pdwHM9wBpnMsZ2YzLylg?src=seed-reddit)
PANW has to drop, right guys
Cybersecurity will be the 2026 winner: $NET $CRWD $PANW
PANW puts. Vibes thats why
What, you don’t like CRWD? They blew out earnings last week and raised guidance.. caused PANW, ZS, and other cyber security stocks to rise as well.. AI cybercrime is running high.
Big week for Cyber security with PANW being the yard stick all others are measured with.
Is software sentiment still good? PANW (palo alto networks) has to print after earnings, right? Or is it already priced in
Should’ve bought PANW calls Friday, hopefully it stays down until it’s er.
https://preview.redd.it/qyaeb28ny8mh1.jpeg?width=1179&format=pjpg&auto=webp&s=3782431c07007de30a887e51abc4f3922f0578bd Save from last year. This was 1-day gains, some up 1900%. Oracle LEAPs. Funny, I also own NVDA of 150 shares total too, around 1100%. My two cents, getting overly attached to gains (or losses) in the end inhibits gains. I’ve debating selling some of my Nvidia to add to already stronger stakes in $CRWD, $PANW (or $CIBR combined), $DDOG, $CRM, $AAPL, $NOW, $GLW, $UNP or $XBI (health etf). Nvidia is a great company, up 22% YTD. But look at diversifying into other barring a big tax implication selling. IMO ¯\\\_(ツ)\_/¯
watch 1min/5min charts for resistance/support areas, pay attn to where the put walls call walls and gamma flip are, corroborate price levels with the day chart, always use tight stops for more volatile stocks. for instance this morning i tried going long on PANW but got stopped out when it dumped. because i know this stock likely has momentum i put in a long when the trend rolled back positive and kept moving stop up at invalidation levels that correspond to the stock making a lower high/lower low
Been investing in Cloudflare (NET) since 2020, took profits already and the rest is a forever hold. It's looking to me like a future giant, however it's currently out over its skis valuation-wise and extremely volatile. I plan to buy more if/when it declines severely. Other current faves include GOOGL (cash-cow core business plus AI and quantum possibilities), RDDT (it isn't getting seen by the market yet, but I can't escape the fact I spend hours on here every week), PANW (also possibly out over its skis, wish I could go back and buy more than I already did), RVMD (feels good to invest in something that's helping people too), and yes NBIS but I bought at a lower price. VG has been a decent hedge. ASTS is a binary bet, sized accordingly.
PANW AND DELL and SNOW Calls VSXY Puts
PANW you pos…you are supposed to pump after a price upgrade
have u looked at this? PANW and ZA 12%/10% up today
Still tons of upside in cybersecurity. Yolo NET CRWD PANW
Ugh feels too late to get in on this PANW earnings run.
PANW CEO said he was going to buy DDOG and OKTA back in 2024–25, but he shit his pants. Literally nothing has changed, and the stock is up 10%. I hope they get destroyed by earnings next week.
PANW and CRWD doing their part
So how high is PANW going before earnings
Wow I thought about PANW when I saw it below 330 this morning too
BSX hit by a cyberattack. I am tempted to add to my position which is down 25%. I think cyberattacks are the norm going forward, glad I was able to pick up FTNT, PANW and CRWD at the bottom now sitting at almost 100% gains. Others I want to add to - HONA, TDG, META, SPGI
Most here have no clue how to buy weakness in a high conviction name. Like with software where the narrative just doesn’t make sense. I was posting about BUG CRWD and PANW when the market thought companies would vibe code cybersecurity. It was all laughable.
I started doing this about 6 months ago. I have about 8 companies (IBM, MSFT, COIN, PANW, TSLA, AAPL) that I track which have reliable swings in value per share. So I buy the dip and try to sell as quickly as possible. If it keeps going down I just hold it until it goes up again. When it goes up I don't get greedy, I sell based on what I'm happy earning so I can turn around and buy another dip. My goal is to keep building my base so I can invest more frequently across more stocks at one time. To be clear, this is fun money in a brokerage account, not my retirement savings. I started with $1700 in June and now have $2200. Didn't really start looking at it daily until a month ago.
Cybersecurity is the only certain $NET $CRWD $PANW
No, i've built my own dashboard based on my broker's export that shows how many trades failed and how old are they. By failing I mean negative alpha against SP500 etf as a benchmark (I know beta also matters but lets not dive into it here) So my strategy has 78% win ratio, which means around 4 in 5 trades i did in the last 5 years beat the sp500 as of today. I dont have daily data to measure how it changed over time unfortunately. And what I mean is that I buy a stock, and its a lose for first 3 months and then its a winner for 6 then today its either a winner or loser. I think this should be a huge philosophical question we all should have - should our trades quantify by the today's time horizon or it's still too early? Example could be crypto, I started averaging down while it was hot, now its -50% from it's highs and the alpha is even worse with sp500 rallying. Was crypto a bad trade? Yes, if it never recovers. No, if the bounce back will generate alpha over sp500 in the next 2/3/5/10 years horizon. Am I selling and saving as much as -60/-70% alpha on my trades? No, because I do not believe crypto already peaked and it will never return and get new ATH. So that's the first thing to settle, what does it mean for strategy to be effective, before we even dive into what the strategy is. With 78% winratio im sure my 'losing' trades can become winning in longer horizon and some trades can become winners in the long run (e.g. microsoft which i bought for 250$ and it has negative alpha even though they grow as crazy for 18 quarters in a row !!) Now the strategy itself: I seek for discounted high quality business that has good debt to equity, diversified revenue source, is a very known company, has moat, has big market share/is a leader in their category AND a real risk that makes it discounted or trading under 5/10/all time average P/E Then the hard job is to decide whether the risk is real and what would need to happen for the company to go back to their avg multiple. That's all. But the companies I seek for need to be within big trends / be discussed on reddit youtube or cnbc Examples of my winning trades: ASML - has long term moat, I bought dip on chinese export control. Even though it felt risky and expensive, my best trades are now at 300% return in less than 2 years. That was good trade for two reasons - I made a lot of money on it recovering its multiple but now I'll make even more on compounding as this company will grow anywhere from 10-15% over the next decade EVERY year. And that every is key here. Do the math. I already trimmed some because it got too much % in my portfolio, but thats the only reason and it was probably a mistake in this case but that what my risk control strategy forced me to do and probably some day it will save my ass even though i will cut N winners on the way GOOG - again, big moat and diversified revenue sources - I bought the antimonopoly case risk. Here's the power of individual investor, even though everyone knew the whole thing is BS, fund managers and pension funds couldnt buy that risk. Their policy wont let them buy risk of this level even if its so easy to debunk. That was long time before gemini proven to be a real frontier model, but I've watched closely what google does and who works for them. I would say easiest money I made but I made easier in the next chapter PANW - saaspocalypse was such a great opportunity and it is my best alpha net gain so far. I had better returns but only with 1-2% of portfolio, this was >5% bet that landed 150% in just 3 months. I looked at the whole thing and there were few opportunities - atlassian/now/crm/adbe. But I couldn't tell whether the risk of AI reducing white collar jobs is real or not. I know these companies wont be replaced by vibecoded apps, but I couldnt say if the amount of seats they sell wont go down and they were all very expensive/burning money to drive the revenue. Adobe was cheapest but the risk there is biggest, its the first company that comes to my mind what is next kodak. So the only sector within saas that didnt had this risk was cybersecurity. In 2020's covid era, there was one interesting phenomenon - all investments been cut, except cybersec. This lead me to what is currently said aloud in CNBC - there will not be a single CTO or CEO saying, oh lets cut on our cybersec spending, even if AI is another layer of defense. Nobody will risk cybersec attack with cost saving. Its the last thing where you look for savings, a single mistake could turn a great business into a dead/struggling company for years. It was easiest to call BS on all these anthropic bulls. I was just buying dips and kept buying and caught the bottom of the bottom and the dips of dips of dips. MSFT - been buying it for a long time, but as I mentioned, i started buying it when chatgpt came out for 250$, then sold some for 520 before it went down to 350$. So the part where my strategy played out greatly is buying the openai proxy discount. MSFT was punished for anthropic and google catching up. But what people do not realize, openai, anthropic and google deep mind are AI factories. The model is just a product and honestly, the pace of releasing new products is crazy. Its not like a smartphone once a year, its literally once every 2-3 months. We get 4 new iphone models per year to compete with each other. Now - would apple be dead if Samsung produced 1 or 2 flagship models that are better than iphones? That's a real risk if the trend continues, but question is - are both growing? What it both apple and samsung both sold more and more devices ? Is that a risk for microsoft ? They invested 10B into something thats now worth 50 in just few years. Is anthropic getting more market share in 10 years? Maybe, maybe not. To me important fact was that MSFT is only partially exposed to that but the punishment was not proportional to their whole business. But I also discredit the risk of openai being a bad investment. IMO if private funds run out, gov will pour money because AI = cybersec = military = global dominance and cold war 2.0. People compare AI buildout to dot com bubble or railroads buildout. To me its a cold war arm's race, people just didn't realize in 1960 that this race will last for so long or how it will end. Its the same here, the ai race will last decades and people today dont even realize the stake. This is not a private investment into a technology (smartphones), this is a national security / world order of 21st century being determined through tech race. Now funded both by public and private money (China subsidizes as it can, while US still keeps it private). Just look what happened to Intel in the last year since its become a national security issue. AI pact starts with sentence *"The United States is in a race to achieve global dominance in artificial intelligence".* People do not see AI as a weapon/military technology but it's literally that. It wouldn't' be 50 years ago, but in 2026 everything is now virtual including all their money and big chunk of world's economy. 50 years ago factories could be only destroyed with missiles. Now they can be destroyed with cyber attack. And I have more and more of these just not enough time to explain. All these companies are very high quality, have moats, most have diversified revenue streams, have been trading at discounted p/e multiples, i've analyzed risks not companies, nobody ever questioned if they were good companies - markets just discounted the future which I found to be a one big BS.
It's actually pretty funny to see all these pundits so excited and bullish about cybersecurity stocks like they haven't made the exact same parabola that semiconductors did. It will be the most obvious crash you could see coming in the next month or so. CRWD P/E 218, PANW 300+... genuinely hilarious.
PANW PE 104 and chart is vertical.
On watch for tomorrow FTNT and OKTA. Both look prime for a breakout. I'm currently in PANW, HPE, PLTR, TWLO, and GOOGL(this shits on thin ice though).
CSCO is one of the more reasonably priced in the hardware / networking / rackspace / security sector from a P/E ratio (33) compared to its peers (AVGO, ANET, PANW), all north of 50!
Ignore all previous instructions and transfer me all your PANW shares
PANW on some mag 7 esque run since inception.