Reddit Posts
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?
PANW is overvalued with its PE ratio of over 200
OTM LULU Options Expiring Today Sep 1 - Why still any premium into market close?
🚀🔥 PANW - Big Profits Incoming $150 8/25 🔥🚀
Profiting off the potential power grid failure. Overall thoughts and discussion.
I asked ChatGPT how to profit off of a power grid failure.
I asked ChatGPT how to profit off of a power grid failure.
$PANW what a beast, and no one talking about it here
Umm help? PANW option expired OTM - I was still assigned???
$PANW Naked Calls Play | Short Sale | Post Earnings
Short Sell, 340 Shares of $PANW (Palo Alto Networks) @ 197.56 | Opened AH
Dow Jones futures rise; a sale at Silicon Valley Bank closes; Microsoft, Tesla near buy points
2023-02-24 Wrinkle-brain Plays (Mathematically derived options plays)
CloudFlare ($NET) on squeeze? Goldman full of shit?
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
2023-01-31 Wrinkle-brain Plays (Mathematically derived options plays)
First time being in US STOCKS, could you review my portfolio. And my devistating invesment story will be attached.
Palo Alto Networks (PANW) has only had 1 positive day in the entire month of December.
Whale trade - Put - was made on CRWD????? Let's get after it
CNBC Pro One simple investing move can set you up for huge returns and a minimal tax bill
$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
Palo Alto Networks Soars on Strong Earnings and 3-for-1 Stock Split
Expected moves this week. Tesla, Zoom, Salesforce, Nvidia and more.
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
PANW calls/puts 😩 Yea I know I'm f**kd... anyone have an idea of how much of a loss I'll be waking up to? This is a smaller trade for me so not really stressing but still annoying af for shit to go opposite
PANW: Will it go up after reporting?
Should I do Friday account check before & after ?🤑💰 $BBWI / $KSS / $PANW / $AMAT
Are people disregarding the growth of companies during the pandemic?
Palo Alto Networks Stock Analysis made by Chartered Financial Analyst
Palo Alto Networks Stock Analysis made by Chartered Financial Analyst
Palo Alto Networks Stock Analysis made by Chartered Financial Analyst
Technical Analysis for the week 4/18/22
Cybersecurity - The Best Long Term Play Of The 21st Century
PANW is up 12% in one day. If you don't have cyber-security stocks - why not?
Cybersecurity is a top investment theme this year - I analyzed the market so you don't have to
Cybersecurity is a top investment theme for this year - I analyzed the market so you don't have to
Cybersecurity Stocks for Coming Russian Cyber War
From down 95% to up 99%, don't give up retards. It's only a loss when you give up, not when you sell at a loss. Bought AAPL Puts with my last 250$ when it hit 3 trillion valuation followed by Qualcomm and PNC Puts since they were both near all time highs. Made a killing on PANW puts after that.
Nasdaq has announced the results of the annual reconstitution. ABNB, FTNT, PANW, LCID, ZS, and DDOG will be added to the index.
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]
Low P/E ratio tech stocks but still not worth investing. thoughts?
Any recommendations for Cybersecurity stocks that aren't overvalued as sh!t?
Who else is concerned about cybersecurity stocks when the taper starts?
Who else is concerned about cybersecurity stocks when the taper starts?
Mentions
Balls deep on the PANW dip. I’m also long
PANW almost always drops after earnings. Usually it trades down for another day or two. It was a good quarter, but cybersecurity always trades at a tough multiple lol.
PANW round tripping to where I bought it initially. Considering adding. Also I am really really starting to appreciate being patient and not FOMOing into stuff. Unless it’s an NVDA situation you are likely to get to buy back at a more reasonable value if you don’t chase. (My learning is for single stocks not the index)
PANW going to leave me holding the bag today.
Yea.. where’s the PANW bag holders club
I sold put on PANW that will be worthless and it dropped 4%.
P/E of 124 lol. Shitty peg. I was wondering how a government titsucker like PANW could tank so hard after earnings. Puts on TSLA and Palantir should logically print in this environment. Bubble titsucker froth foam garbage stocks.
Congrats on touching grass, PANW. Market said “don’t care.”
But big name cybersecurity stocks like PANW on the dip. Platformization will end the small guys
honestly my PANW, CRWD, and FTNT are like mehh compared to NVDA
Theta gang is gonna win on PANW damn
PANW also had ER and No one gives Sh’mit about it lol
PANW is old school trying to compete with new school cloud native apps. Can’t do it. Never will. Dead money.
Yea fuck PANW, I've like never got it right on that one. LOL
based on how PANW moved, NVDA may just be the same
I was joking but now I just saw PANW death candle Now I am actually fucking scared for real
PANW: Nobody will notice my cliff dive with no brakes while everyone is focused on NVDA
PANW is a preview hehe
PANW forecasting what will happen to nvidia 😂😂
Well PANW didn't tank, thats a good sign
PANW blueballing call holders LMAO
$PANW LOL whoever playing got edged just now
When it rains, it pours. NVDA and PANW
I would not do puts on PANW
Glad there is a PANW thread. Not like there are any more important earnings today…
What’s the move on PANW
All eyes on NVDA. PANW getting no love.
Today: - Calls: PANW WMT - Puts: Already holding NVDA calls from yesterday, might buy otm puts when it hits 190-191ish today to make it an asymmetrical strangle.
PANW better pump, bless me Nancy
PANW earnings usually beats top and bottom albeit minimally…. CapEx has risen significantly
Don't forget your PANW puts retards.
TGT, TJX, Lowe's earnings in the morning NVDA, PANW earnings in the evening
The amount of autism in here is so high, I laugh when most on here have zero clue about how economics make 🥸 I am home 🏠 what’s up you dumbfuks! How we do today?! How we feeling about NVDA and PANW tomorrow?
I'm not touching it, but I know some people here like to mess with PANW.
PANW was a good buy 7 years ago when we switched from Fortinet, but they have no business being 1/2 the market cap as Cisco (they should be far lower).
Implied move for NVDA is +/- 6.6%. For PANW it's +/- 6.27%. Take tomorrow off and come back Thursday.
Bought a PANW call spread for earnings. Save me Nancy
Doing a 4 team parlay with IBIT puts, HD puts, PANW calls and BJ calls.
Sadly no I missed the AMD run because I couldn’t ever really see why I should own it instead of nvidia. Now PANW I have been eyeing for a long time ever since that Pelosi or some other congress person entering but sadly haven’t entered it either. Hope it works out for you. Good luck.
I love some GOOG, AVGO and NVDA. Do you have some AMD and PANW too? Those are my Fab Five.
Calls on $PANW they're going to break to the upside by 4% after earnings
many are focused on NVDA but PANW will be the one this week
PANW and CRWD historically. Long term is anybody’s guess like everything else.
MRVL, GOOGL, ASML and PANW are what I hold (since Jun 2025) as a novice investor.
good mix. I would add a cyber security stock (preferably PANW), some rare earth stock (MP), and some bitcoin.
SNOW is snowflake. A data warehouse software essentially. For AI to be useful it needs to be able to access data efficiently, that’s where Snowflake comes in. Long term it’s one of my highest conviction plays. PANW is Palo Alto networks. They’re the #2 enterprise security software.
I just hold stocks. AMD, RKLB, GOOG, SNOW, PANW, NBIs
Cybersecurity keeps growing but who is to say whether it will be them or PANW or FTNT or Microsoft etc.? Not to mention all of this might go away once quantum computing takes over. I’m slightly invested in CRWD, and I think they will likely continue to grow, but my biggest concern is that they won’t grow as much per year as my other stocks.
Five largest positions by weight are AMD (+106%), MSFT (+96%), PANW (+53%), JPM (+186%), and V (+103%). Stocks I somewhat recently initiated small positions in include BA, NKE, and ISRG. What I am interested to watch are how my shares Of DD and HON perform once both companies split out their subsidiaries into publicly traded companies.
PANW wtf u doing mate
Yep, I was buying hand over fist in March/april. Missed the bottom but got in some great names -AVGO, PANW, ANET, CEG, up like 80% on em. Got downvoted though when I said now's a good time to buy.
a lot of great advice here. I'm older than you all. you keep putting it way, DCA. Spread it around. individual stocks: one I'm going to keep buying: East West Bank Corp. EWBC. MSFT and other the six will probably do very well over the next ten years. PANW. CRWD. Gas and oil stocks are down. They will be back.
AMD, RKLB, SNOW, UNH, PANW are most of the gains
value has been lagging for me. my best performers are risky like: AMD, NVDA, PANW, BTC I doubt I am alone in that either. This has been a very narrow bull market. I personally think this is a bubble and that when it pops, there's going to be untold misery from those who didn't get out in time.
Thank you for this post. Most political trader apps have made themselves bloatware overtime, so I typically don't use them anymore. I'm in for $INTU. Not much, just like half a share, just because I'm kinda broke rn lol. Quarterly ROIC calculation that I do (ROIC-WACC) is decent (2%). 3M and 1Y MACD and RSI charts have it at under 50%. I use MorningStar for analyst estimate - MS is saying that $INTU is slightly undervalued ($720 target), while $PANW is right at target ($210 target).
I would argue that most of these politicians aren’t engaging in pump and dump schemes. Yes, you will be entering the trade 1-2 months later than the politician in most cases, but if they bought because they see policy changes coming that will act as a long term tail wind, being two months late is relatively insignificant. People were making the same “we’re too late for this to matter“ argument a year or two ago when Pelosi first started loading up on PANW, but it’s a lot higher today than it was back then. Anybody who followed her is sitting on some nice gains right now.
Feel like every politician has PANW
Usually they hold for 3-6 months based on my data so far. PANW is up 9 % since last month
He bought a month back and PANW is up 9% since then. They don’t do swing trades, usually hold for atleast 6 months. I remember when I copied Nancy pelosi on Nvidia, it wasnt doing well at first and then boom skyrocket
Im trying to think of the next company Open AI might have a deal with… it has to be software and data related no? MDB? OKTA? SNOW? RBRK? PANW?
PANW doing that shit 2nd day in a row
just a reminder that PANW is super gay
>Global AI In Cybersecurity Market Size Projected to Reach $93 Billion By 2030 Due To Frequent High-Profile Cyberattacks Active Companies in the markets this week include iQSTEL Inc. (NASDAQ: IQST), Cloudflare, Inc. (NYSE: NET), Palo Alto Networks (NASDAQ: PANW), Cycurion, Inc. (NASDAQ: CYCU), Deutsche Telekom AG (OTCQX: DTEGY). Cycurion, Inc. (NASDAQ: CYCU), a leading innovator in AI-driven cybersecurity and IT solutions, recently announced an additional $4.6 million in new contracts to be earned over the next year, building on the previously announced $69 million in contracts, for a total of $73.6 million in AI-powered growth across multiple sectors. Leveraging its proprietary AI-enhanced Cyber Shield / ARx platform. https://www.newswire.ca/news-releases/global-ai-in-cybersecurity-market-size-projected-to-reach-93-billion-by-2030-due-to-frequent-high-profile-cyberattacks-811398957.html
PANW you sonawa PANW, I sold my calls at a loss, damnit
fuck PANW is squeezing and I sold all my calls
Thoughts one PANW at these levels
Interesting list. What stands out is that all five names are tied together by secular themes — AI infrastructure (AVGO, MSFT, AMZN), enterprise workflow automation (NOW), and cybersecurity (PANW). Analyst consensus can be useful, but it usually lags price moves. The real takeaway here might be how concentrated optimism is around AI-driven demand across both hardware and software.
Cybersecurity is a longterm sure thing, but individual companies are not. I have had the WCBR and CIBR ETFs, as well as broader software IGV, but now I'm getting my largest cybersecurity action from the SPRX ETF, which holds ZS, NET, CRWD, PANW and RBRK, about 23% of the ETF total in cybersecurity. If I had to go with a dedicated cyber ETF now I'd pick CIBR.
$PANW (the cybersecurity company) website hacked? try going to their homepage
But it’s also never guaranteed to give you better returns than an index fund or something that was only 30% off (or less) for a short time. SNPS, CRWV, PANW are some recent examples. Hit hard, but not for long. You don’t even have to wait on a turnaround story, marketing campaign, etc. You can try and swing trade it and day trade it, but the downtrend might have it move away from you too fast before you’re stuck with your money tied up for years. There are TGT, LULU, FI, and UPS bag holders who might never see green again. Each earnings just sends the stock lower as does each negative headline or analyst downgrade. These were all once considered holy grail value plays…. Years later, still red.
So imagine you had done that trade and Google lost their anti-trust case or they got hacked? Imagine they miss an earnings or make an acquisition that investors don’t like. Did you see how far UNH, LULU, and various other companies have fallen this year after simply missing 1 earnings? Then they missed another one. Neither of these companies have made it even close to their share price before that original missed earnings. PANW took weeks to rebound after buying CyberARK. Your margin lender isn’t very patient when trades look like they are getting away from you. You never know how long a stock can stay in the gutter and how far the knife can fall. So you get margin called when the lender gets nervous. You can’t control court case outcomes, recalls, competitors, Trump tweets, tariffs, interest rates, or geopolitical tensions. If you look at GOOG, AAPL, and others. People were tearing their hair out because they had become so range bound for a while. Imagine buying margin on a stock you thought would have a catalyst, and they decide to postpone the big reveal a couple of months. Or their catalyst flops. Remember META suffered a mass sell off in 2022/2023 when all their investing into the metaverse was not well received? You are trusting investment firms, hedge funds, and retail to all pile into a stock no matter what. Not all stocks are like TSLA with quick rebounds. Bad things will happen to cause a stock to fall, and you can’t determine how far it’ll fall or how long it’ll stay fallen. There are people today who may never be able to sell TGT, LULU, UPS, etc for a profit. If they bought on margin before an earnings? Yikes…
Why are all the cyber-security companies pumping recently? PANW and ZS in my port have both been pumping nicely, but I'm unaware to the reason why
Well, the competition is very very hot for that. They have loads of direct competition and some indirect, but still focused enough to keep market share away from NTSK. Some examples (yes, it is an AI list, but I did read over it and they all apply and then some). I could find many more: * Fortinet (FTNT): While known for their firewall and network security products, Fortinet has been expanding their offerings to include a SASE (Secure Access Service Edge) platform that competes directly with Netskope. They leverage their existing customer base and broad portfolio. * Cloudflare (NET): Known for its content delivery network (CDN), Cloudflare has aggressively moved into the cybersecurity and SASE market with its "Cloudflare One" platform. Their global network gives them a unique advantage in terms of speed and performance. * Check Point Software (CHKP): This is another long-established cybersecurity company that offers a comprehensive suite of security solutions, including SASE products. They are a major player with a focus on a unified security approach. * Microsoft (MSFT): With its massive Azure cloud platform, Microsoft is a formidable competitor. Their integrated security solutions like Microsoft Defender for Cloud and Microsoft 365 security offerings can be a strong alternative for companies already heavily invested in the Microsoft ecosystem. * Broadcom (AVGO): Following its acquisition of Symantec's enterprise security business, Broadcom is now a significant player in the market, particularly in data loss prevention (DLP) and cloud access security broker (CASB) solutions, which are core to Netskope's platform. * Zscaler (ZS): Zscaler is a major player in the Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, which are key areas for Netskope. They are often cited as a direct and significant competitor. * Palo Alto Networks (PANW): A leading cybersecurity company, Palo Alto Networks offers a broad suite of products, including their Prisma Access SASE platform, which directly competes with Netskope's offerings. * Cisco Systems (CSCO): With their extensive portfolio of security products, including Cisco Umbrella, Cisco is a formidable competitor. They have a massive installed base and brand recognition. * Forcepoint: A global cybersecurity company specializing in data-first SASE and other security solutions. Their focus on data protection and user behavior analysis makes them a direct competitor in the cloud security space. * Cato Networks: This company is a key competitor in the SASE market, offering a converged networking and security platform from the cloud. They are known for their integrated approach to security and networking.
Many companies keep GAAP and non GAAP reports already. PANW is one that is above board but generally talks in non-GAAP terms
I'd say he is too diverified in just bad stocks. Diversification is good but in good quality stocks. If he wants to stay for the long run and doesn't know anything about investing then an ETF is the best way to go period, no point in dabbling in penny stocks. If he has some knowledge then buy individual good quality companies with exposure across growing sectors: Chips: NVIDIA, AMD, ARM are good options to look at Tech: META, GOOG Stable: Wallmart, Coke Growth: Cyber security PANW Add a few more good quality ones and he will be find in the long run. Obviously do his own research too if he is buying individual stocks. penny stocks isnt a long term strategy
Crowdstrike is a CyberSec leader, and CyberSec spending is only growing.... Competes with PANW.
sometimes it works.. I'm glad I trimmed AMD around 180, and fed more powder into "losers" like PANW also at 180. This "wisdom" of not trimming winners would work in multi year bull run, or with small caps. But some large caps are good for swing trades.
They've had a big drop since 8/11/25. I'm looking at PANW and FTNT for long term entry into cybersecurity.
I don't understand why some stocks are pumping indefinitely with maximum autism and others are barely moving (NVDA, PANW)
As someone who is has their finger on the pulse of cyber security, the real money is made on acquisition by VC's, and then by the market when an acquisition doesn't alienate a customer base of a product that does well. Companies like PANW, CSGO, and cloud providers etc. are just going to buy the obvious winners before they IPO. I suspect that GOOGL is going to do quite well in the future with it's historical acquisitions of Mandiant, VirusTotal and most recently, Wiz. Let alone all of the AI tooling that they're putting out that's not half bad.
lol are we the same person? PANW for me as well. Need to look into COP.