PANW

Tim_Riggins_

Never touched mstr. I’m Amazon, Google, snow, PANW, for the most part

Reasonable-Pass-2456

Yet somehow cybersecurity stock is falling as well, like PANW. The market is really really freaking out and they see anything related to software a threat smh.

tired_ani

Happy to start positions in PANW, CRWD and NOW. I believe the valuation reset is still not complete, especially for the first 2, but okay to dabble here.

tired_ani

Which ones are you looking at? I am eyeing up MSFT, PANW, CRWD.

dansdansy

CRWD and PANW looking interesting

tired_ani

NTDOY is cratering MSFT has to be at an amazing price at the moment. CRWD , PANW have fallen almost 30% , still not technically cheap though.

Accomplished-Snow568

Thanks for your post. After reading this I think that cybersecurity could be nice are. As you stated anyone now can write the software, so there will be much more software. So we need more tools to prevent any cyber attacks and so. I already have PANW and at that point maybe it’s good idea to buy more.

Weekly_vegan

And yet PANW keeps dropping..

ImSpezialDawg

I don’t track her portfolio as a whole. I’ve been following the SEC filings of her recent stock purchases within the last 2-3 years. They all made a killing since date of purchase. I believe Google was this year, TEM, VST last year, PANW the year before. Also think she got in early on NVDA 2 years ago

tired_ani

I wait for a a further dip in what I consider to be great "software" names DDOG, DT, SNOW, PANW, CRWD If I buy them at a low enough price,I should be soooo good.

RolledForCredit

or for buying CRWD or PANW

RolledForCredit

I’m buying some alts this morning (KKR, BX, ARES). I think this notion that “anthropic kills software therefore kills alt portfolios” is wayyy overdone. Everything I see shows that the SaaS cos are actually still doing just fine, they’ve just been de-rated. Falling valuations for software cos doesn’t necessarily mean falling revenues (at portcos), it just means that the market isn’t willing to pay as much for their earnings. One could argue that perhaps future growth rates or margins are overstated to the extent that vibe coded solutions make dents there , but that’s about it. So I don’t see massive defaults arising from this. I think this is especially true for things like cybersecurity; as if any real business would go with a vibe-coded solution over PANW or CRWD; lol. I'm regarded, so DYOR, but these are my thoughts.

AntoniaFauci

PANW?

tired_ani

Wow what an interesting dynamic at play here. I am rid of all capital but I don’t mind selling the index a little bit to make new purchases. I have earmarked PANW CRWD, DDOG DT and SNOW as buys if we see further capitulation.

OverheadPress69

Give me Microsoft, SalesForce, Intuit, Shopify, DataDog, Snowflake, Cloudflare, PANW & CrowdStrike. The software companies that are truly indispensable.

boztron

Just put 20k in PANW

1UpUrBum

SHOP 's down 10. It's that kinda day. AVGO, PANW, NFLX, MSTF, NVDA

Total_Schedule591

Might be a good time to get PANW at the discount

IHadTacosYesterday

My problem is that I wasn't that high conviction on PLTR. I am high conviction in GOOG, AMD, NVDA, AVGO and PANW so I haven't sold any of that. I just kinda bought PLTR cause I'd hear about it so much, but I didn't really understand their business model enough

VictoriaAutNihil

Buy long time holds that have good balance sheets. I own AAPL, NVDA, AMAT, AMD, PANW, GOOG & AMZN. I don't intend to sell anytime soon, I hardly ever look anymore to see how they're doing, unless something traumatic is triggering a downtrend overall in a broad based market. Then I will decide if I want to increase positions in any of them.

Equivalent_Camel2635

I ran some inquisitions with Gemini and chat gpt because I was making $1000 a week selling spreads on low beta stocks until I lost $15k in one week on $PANW . (Crazy thing was that it would have still worked out if I didn’t paper hand ) but I had leveraged about $23k for that $1.2k that week . More or less what I am trying to say is set your spreads for a farther out date (maybe 2 weeks out ) , The reason is , you get more percentage return for the capital exposed and more importantly you can pivot in the event of a big move . be selective and dynamic , less contracts when vix is low and more when it’s high . I am still fine-tuning it but it is definitely a nifty tool in my arsenal .

IHadTacosYesterday

PANW has a very charismatic CEO, which I always think is a plus

tired_ani

I want to go in and pick up some SaaS. I have read abt Twitter and on here that $NOW is being unfairly punished but for the life of me I can’t under what they actually do. No matter how much I read abt them. I am looking at MSFT FICO PANW(?) .

ArmorMog

Pelosi is a literal nothing burger. You want to know what her big insider trading plan is? Only buy Mag7 and lose money on PANW.

bemeandnotyou

PANW, cyber fucking me raw

Viktri1

ok but fr what is going on? VIX up Crypto down this means risk off QQQ down 1.4% MSFt down almost 12% PANW (cyber security) down 5% nflx down almost 2% who knows what is going on gold/silver coming down

BGMilan

AB - ALLIANCEBERNSTEIN 25k shares VST TEMPUS AI PANW VSNT

fec2455

Hey, friend, let's break this down super simply and clearly, step by step. I want to explain why the idea that Nancy Pelosi (or her husband) did "insider trading" with Palo Alto Networks (PANW) stock in 2022 — tied to the CHIPS Act — doesn't hold up, especially since you mentioned the stock dropped after the law passed. 1. What is insider trading? Insider trading is when someone uses secret, non-public information (that the public doesn't know yet) to buy or sell stocks and make money (or avoid losing money). The key is that they profit because of special info others don't have. 2. What was the CHIPS Act? The CHIPS and Science Act was a law passed in 2022 (signed in August) to give money and support to companies that make computer chips (semiconductors) in the US. It helped chip companies like Intel, Nvidia, and others build factories here. 3. What does Palo Alto Networks do? PANW is a cybersecurity company. They make software to protect computers, networks, and data from hackers. They do not make computer chips. So the CHIPS Act wasn't really about helping PANW's business directly. It was about chips, not cybersecurity. If someone thought "this law will make PANW stock go way up" and bought the stock expecting a big gain, that guess was off-base from the start. 4. What happened to the PANW stock after the CHIPS Act? You pointed out something important: the stock dropped after the law passed. That means there was no profit from any supposed secret info. Insider trading claims usually point to people making big gains (or avoiding big losses) because of hidden knowledge. Losing money doesn't fit that at all — it just means the bet was wrong. * Right around August 2022 (when the CHIPS Act became law), PANW's price wobbled — it dipped a bit in the days right after, then bounced around. * Over the rest of 2022, many tech stocks (including PANW) went down a lot overall because the economy was tough, interest rates were rising, and people were worried. If someone bought PANW stock right before the law thinking it would be a big win from "inside info" about the CHIPS Act, but the stock went down instead... they lost money. 5. One more key fact There are no records showing Nancy Pelosi or her husband bought PANW stock in 2022 around the time of the CHIPS Act. The big news stories from that year were about trades in other companies (like Nvidia, which is a chip company). PANW trades connected to the Pelosis happened later (in 2024), not 2022. Bottom line, super simple: * The CHIPS Act wasn't about cybersecurity companies like PANW. * The stock went down after the law, so no one made money if they bought thinking it would help. * No matching trade even happened in 2022 for PANW. It just doesn't add up as insider trading. It's more likely people mixed up companies or stories. If anything, it shows how hard it is to predict stocks — even with big laws, the market can go the other way for lots of reasons.Does that make sense? We can go over any part again if you want! Note that NVDA doesn't manufacture chips but it's Grok so what can you expect.

fec2455

Hey, friend, let's break this down super simply and clearly, step by step. I want to explain why the idea that Nancy Pelosi (or her husband) did "insider trading" with Palo Alto Networks (PANW) stock in 2022 — tied to the CHIPS Act — doesn't hold up, especially since you mentioned the stock dropped after the law passed. 1. What is insider trading? Insider trading is when someone uses secret, non-public information (that the public doesn't know yet) to buy or sell stocks and make money (or avoid losing money). The key is that they profit because of special info others don't have. 2. What was the CHIPS Act? The CHIPS and Science Act was a law passed in 2022 (signed in August) to give money and support to companies that make computer chips (semiconductors) in the US. It helped chip companies like Intel, Nvidia, and others build factories here. 3. What does Palo Alto Networks do? PANW is a cybersecurity company. They make software to protect computers, networks, and data from hackers. They do not make computer chips. So the CHIPS Act wasn't really about helping PANW's business directly. It was about chips, not cybersecurity. If someone thought "this law will make PANW stock go way up" and bought the stock expecting a big gain, that guess was off-base from the start. 4. What happened to the PANW stock after the CHIPS Act? You pointed out something important: the stock dropped after the law passed. That means there was no profit from any supposed secret info. Insider trading claims usually point to people making big gains (or avoiding big losses) because of hidden knowledge. Losing money doesn't fit that at all — it just means the bet was wrong. * Right around August 2022 (when the CHIPS Act became law), PANW's price wobbled — it dipped a bit in the days right after, then bounced around. * Over the rest of 2022, many tech stocks (including PANW) went down a lot overall because the economy was tough, interest rates were rising, and people were worried. If someone bought PANW stock right before the law thinking it would be a big win from "inside info" about the CHIPS Act, but the stock went down instead... they lost money. 5. One more key fact There are no records showing Nancy Pelosi or her husband bought PANW stock in 2022 around the time of the CHIPS Act. The big news stories from that year were about trades in other companies (like Nvidia, which is a chip company). PANW trades connected to the Pelosis happened later (in 2024), not 2022. Bottom line, super simple: * The CHIPS Act wasn't about cybersecurity companies like PANW. * The stock went down after the law, so no one made money if they bought thinking it would help. * No matching trade even happened in 2022 for PANW. It just doesn't add up as insider trading. It's more likely people mixed up companies or stories. If anything, it shows how hard it is to predict stocks — even with big laws, the market can go the other way for lots of reasons.Does that make sense? We can go over any part again if you want! Note that NVDA doesn't manufacture chips but it's Grok so what can you expect.

AluminiumCaffeine

I would say valuation somewhat? Most of that sector was very pricey and now has the backdrop of most other "software" names getting crushed (I know PANW/FTNT are not pure software ofc)

IHadTacosYesterday

Just curious why cybersecurity stocks are floundering? I've got PANW and ZS and PANW has done nothing for a long time, basically treading water, and ZS is down like 30% or so from it's 52 week high. Just curious if there's some sort of "theme" or something as to why the cybersecurity stocks are slipping.

VictoriaAutNihil

You're not a moron, today (01/20) is just the start. I think this could be much worse than last April. That dip rebounded rather nicely, and those that bought in April, did rather well. This time around, there's more than just tariff worries at hand and I think the dip could last a lot longer than a few months. I'm in the process of selling some positions where I'm up a decent amount and playing it safe. PLTR, PANW, AMAT, IBM. I'll keep others and hope they don't tumble too much, AMZN, GOOG, NVDA, AMD. However, they soon may be on the sell table as well. 10% correction? If today is any indication of a long term bear dip, I'd say more likely 15-20% If I were in my late 20s-mid 30s, I'd be overjoyed if I had decent cash reserves and time was on my side, but while I have decent cash reserves, I'm too old to play catch up, especially with all the geo-political, socio-economic turbulence currently taking place. 1%ers are loving this insanity, they'll make another killing, like they did last April.

tired_ani

MSFT FICO FTNT PANW I have no confidence in my ability to pick out any SaaS names.

RoomAdministrative84

I like PANW. Their outlook is backed by profits, compared to crowdstrike which only has estimated profit that is indicative on future results.

KwOlffUtbILL

They are not competitors with CRWD and PANW. RBRK is a data "insurance" / recovery / backup software (expanding on this, but this is their core feature). To ELI5 this, they are the company that will insure + recover/restore the belongings in your house if/when you get robbed (AKA: data in your system if you get hacked).

housemoneyrocketship

PANW is ass

catpicsforfree

This whole concept is so funny to me in cybersecurity stocks especially. I promise that no large company on the planet is going to replace the CRWD, PANW, RBRK, etc services with Claude. It’s just not gonna happen, ever.

Even-Cartographer134

Commvault is closest competitor. PANW and CRWD aren’t in the same category. Rbrk is a solid buy at these prices and would encourage to build a position

DonnyB79

Wow, it’s funny you make this post- I was thinking about making a post about RBRK as well. It’s to my understanding that they aren’t necessarily competitors with your CRWD and PANW type companies. Essentially, Rubrik assumes everyone will get hacked or mess up, so you should have a plan for when it happens. It’s more of a backup/recovery cyber company than threat prevention. I believe their closest competitor is Cohesity (which is private) What caught my eye was the P/S Valuation. 11.4 feels low compared to others in the industry. CRWD’s is 25.44, PANW’s is 13.83, ZS is 12.06. And none of those are growing as fast as RBRK. I believe that this niche they are in could be very profitable and essential to any sized company- and they’re positioning themselves as a leader. Anyways, looks like we will both be building a position at the same time. Hope it works out for us.

SaaSGrass

GLD, SLV, CRWD, LMT, PANW seem like a good Iranian port for ‘26

dansdansy

Taking valuations into account, I'd say PANW and CRWD

InspectionInfinite46

Who do y’all think has the better 5-10 year ahead of them AVGO, CRWD, or PANW?

Aggravating_Path206

so this is why PANW is down 3% in premarket

Sudden-Pressure8439

PANW 🚀🚀🚀 next step in AI trade AI security.

Creative-Sherbet-584

The companies that own the datacenters and service the software. Amazon, Google, Microsoft ZS, PANW, CRWD The chip producers will taper off (if) demand tapers off. Utilities I don't have a lot of knowledge on but classically they have capex and anti monopoly constraints for growth. Not really worth the investment in my opinion. People claiming that the "AI Hype" will die down or stop don't really understand whats happening right now in the software space. Models are being built out across industries for a vast array of utilities. From electric grid demand prediction, fine tuned language processing, medical imaging, crash analysis for insurance claims. This isn't a thing that's just going to stop. It's slowly going to be EVERYWHERE optimizing corporate efficiency in a variety of ways. Replacing jobs in some sectors and creating jobs in others.

Leroy--Brown

Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.

Yogurt_Up_My_Nose

PANW is a bleh imo. I'd stick with CRWD.

GoZukkYourself

Morgan Stanley's 8 most valuable stocks for 2026. 1️⃣ Visa (V) 2️⃣ Meta Platforms (META) 3️⃣ Amazon (AMZN) 4️⃣ Palo Alto Networks (PANW) 5️⃣ NextEra Energy (NEE) 6️⃣ S&P Global (SPGI) 7️⃣ Walmart (WMT) 8️⃣ Microsoft (MSFT)

ihavearoomba

There was a time when I thought PANW would reach 240

cbusoh66

I guess buying PANW and CRWD calls on recent weakness may not have been the right move.

Moneyteamsw

Cisco is working to become a SaaS company, unfortunately integration of tools and acquisitions is a nightmare. Plus competition only increases from Arista, PANW

Game3k

Getting rich off cybersecurity. $NET $CRWD $PANW

Game3k

Cybersecurity gains are certain NET CRWD PANW

Sluzhbenik

Basically ETFs and individuals on the side. I have been bullish on tech since pretty early on, with QQQ. I do have some VOO and IJR (small cap) but also have individual stocks. A few stocks that have done well: ASML, KLAC, I rode PANW from like 2021 and just exited. Rode SE all the way up over a few years and sold near the top (I saw a kid in a remote part of Central Asia playing free fire years ago, googled it, read a lot, and got sold on the company). Stuff like that. Moving forward, I’m working to broaden out sectors because I think AI profits will now be found in growth by regular companies that use AI, and I’m adding precious metals miners. Adding a biotech ETF. Just read and listen a lot. I religiously listen to Odd Lots, The Compound, and Marketplace on Fridays, and read The Economist almost cover to cover. Basically my financial and equities worldview is shaped by those quite a bit. People say “you can’t time the market” but so much of the market is based on whether the world anticipates rate hikes and cuts, bonds up or down, etc. Just following that news closely and shifting your DCA plan around can make it easier to beat the S&P.

bdh2067

I’m mystified by OKLO. Every time they get a little bump, they slip on the banana peel. The biz is in ok shape - not great but look at PANW, cRWD, etc

cbusoh66

Contemplating dumping my PANW Jan calls, that shit seems to want to drill to the core of earth...

Dazzling_Raisin

27.2% here. Same buy and hold strategy. Also same as others with tech giving the biggest boost with GOOGL TSM LRCX. PANW didn't do me any favors this year but I've been holding since 2018 and I'm going to continue to hold.

Jersey_Crypto

Well maybe you can help me out. I’m 64, I just transferred $150K of my annuity into my Fidelity IRA. Would you have any stock suggestions? I would be on a 7-10 year plan. I currently have $48K in my Robinhood account which is up only 8.2% YTD, but 61% over the 3 years. Stocks: META, NFLX, CRWD, AAPL, ZBRA, NVDA, RDDT, HOOD, PANW. We already have real estate as our safe investment totaling $800-900K equity.

gggg500

What about PANW?

Jerseyguy2345

PANW: companies can’t justify not spending on cybersecurity; other companies already ran up, but PANW was flat for the year unfairly punished for acquisitions which should pay off long run. For example when they bought CyberArk (which by most accounts seems to be a solid company) they lost more market cap than the cost of the deal as though they had lit the money on fire for nothing in return. I think, if the macro environment is stable, it will breakout big time this year.

Tobytime34

RBRK Cyber is going to pop & RBRK has a small enough market cap & growth to pretty easily double. For the lazy MF’ers here lurking for picks, Merry Christmas. These will also work well & make you $ in 2026 in the space: PANW, CRWD, NET, ZS.

ikasey24

Shorting PANW means you wanna get pillaged and molested

iMakeGOODinvestmemts

Amazon needs a new ceo. Make it indian They know what they doing $GOOGL $MSFT $SNOW $PANW

Mammoth-Demand-2

AMZN, HON, PANW, AMD, IOT, RDW Strong 2026 plays

jaajaajaa6

I am entering 2026 with positions in: RTX, KTOS, HII - war is continuing, NATO counties have a bigger budget, and China is building military as a priority. CRWD, PANW - cyber is not optional and they are the best. Also, heading towards one stop shopping for customers to save on integration efforts. MS - 50% revenue from wealth management. As markets grow, so do their account fees with an excellent management team HOOD - the most innovative company out there and where the younger investor is going. And buying businesses that generate steady cash flows. PLTR - the best CEO in the business - love Karp and a fantastic product. You could wait for a pull back but from what price? Hope this helps! Happy holidays!

enc-nyc

why so weak PANW?

VictoriaAutNihil

During the over done tariff bullshit in April, I bought more AMD, MRVL, NVDA, PLTR, AMAT, PANW. So far so good, however, I think I will be unloading some long term holdings in early 2026. I just think Trump will once again do something ridiculous to cause a 10-15% decline. Pre-planned volatility to help the 1%ers cash in even more. Hey, small fry like us, could do the same one much smaller scale, provided you have cash on the sidelines.

MountainTimeInvestor

In the long-run, I don't think you can really go wrong with either option as both are positioned to remain tech titans as we move forward in this AI-revolution. Meta is up slightly less YTD than MSFT, but I would buy both if you can (though these two companies likely account for the largest holdings in most broad-based ETF's). Another relatively safe idea I've pursued is PANW, as they are the 300-lb gorilla among pure-play vendors, bought Cyberark (leading identity security vendor) earlier this year and have a strong track record of execution. They seem to be well-positioned to capture cybersecurity demand in an AI world, where cyber remains top CEO priority. .

scroto_gaggins

Considered it in the past but there are better cybersecurity plays imo. CRWD, PANW, RBRK >>

hershculez

If we are strictly talking about potential for 2026 then I like PANW, AMZN, NKE, PG, HD, and BA. All are well off ATHs, have good cash flow, and are solid (non speculative) companies. May not be sexy picks like your AI trades but I’m in on these 6 for next year.

NomSaneMan

Uhk. I’m now up like 20% on these PANW leaps but the bid and ask is so wide. Like 9$ difference. Do I sell at the midpoint and arbitrarily bring down the stock price if it doesn’t fill or what? Ya’ll ever been in this situation?

NomSaneMan

I keep telling yall PANW calls every single and every day it rips

modder9

All those things are available MS native, some better than others. Maybe not if you’re hiring bottom of the barrel talent. Calling MDE consumer grade is wild. MDE has grown so much from its ATP days. PANW only purpose is to ship firewall logs to the SOC. TBD if security copilot can be any good, but 400 SCU per 1000 E5 was a nice surprise out of Ignite. If the phish triage agent is any good I’ll drop that service from my SOC.

Riskismyapellido

ZS, PANW got hit hard. PANW is somewhat recovering. CRWD is flat or down slightly. I have a weird feeling about RBRK in my balls. Might me cancer or might have to nut after hours. Let's see! Ruding with 1,000 shares. Expect move to 80ies

Jamdam911

PANW calls are printing gud

NomSaneMan

What’s most beautiful here? PANW 1 year or 3 year chart?

NomSaneMan

Yall I keep saying everyday but PANW is such an obvious move her. Look at that 3 year chat. Every single time it does the same thing

chf_gang

i like PANW but sadly they also seem kind of overvalued

foolskil

Holding PANW calls

Jamdam911

PANW!!!!

NomSaneMan

Yall PANW calls for real.

NomSaneMan

Okay, I’ve done this a couple times now, but yall should check out PANW. Looking at 2028 LEAPS. 165 strike. Chart looks juicy af right now.

foolskil

Bought some PANW at its current price

Jamdam911

PANW 200 when?

EightFolding

Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.

CoachDennisGreen

I like Crowdstrike and Rubrik but I’m just a Schmo. I’d like to add PANW on next pullback but again - I’m just a Schmo.

EightFolding

My research led me to hold PANW, CRWD, NET, and ZS and excluded the others for now. Equal weight all except PANW, which I hold at double weight of the others. My portfolio has been tech-focused for a few decades and starting a few years ago I re-mapped it toward AI, post-classical, and robotics.

rando9999912

If you aren’t buying the dip on ZS, NET, PANW… you must hate free money. CRWD and OKTA report next week, loading up if they dip too

dan4112

From Google Gemini: ​Zscaler (ZS): A cloud security company that offers Zscaler Private Access (ZPA), which is considered a modern, "Zero Trust" alternative to traditional corporate VPNs. ​Palo Alto Networks, Inc. (PANW): A leading cybersecurity provider whose platform includes a secure remote access solution called GlobalProtect, which acts as an enterprise VPN. ​Check Point Software Technologies Ltd. (CHKP): Offers a variety of security solutions, including remote access VPNs for endpoints and mobile devices. ​Fortinet Inc. (FTNT): Provides a range of cybersecurity products, including the FortiClient VPN for secure remote access. ​Cisco Systems, Inc. (CSCO): A major technology conglomerate that offers various VPN and security solutions, such as its AnyConnect Secure Mobility Client. ​Broadcom Inc. (AVGO): Through its acquisition of Symantec's enterprise security business, it offers VPN-related security products. ​CrowdStrike Holdings Inc. (CRWD): While more focused on endpoint protection, it is a leading cybersecurity company that competes in the broader security landscape that VPNs are a part of. Some of the well-known consumer VPNs are owned by larger, publicly listed entities: ​Ziff Davis (ZD): This is the parent company that owns several VPN services, including IPVanish, StrongVPN, and Encrypt.me

KinZxs

Ahora estoy comprando Meta y Meli, pero espero que caiga mas el mercado para poder comprar mas de SPGI, FTNT, PANW y las anteriores.

bemeandnotyou

PANW Cyber attacks is only going to grow, AI is already being used on both sides. Palo Alto has been number one in market share and growing even more through acquisitions.

MaxDragonMan

Was going through my watchlists: Palo Alto Networks (PANW) -17% since October 28th, and ARM -26% in the same time frame. Neither seems particularly exposed to AI (if anything it could be a tailwind), but I suppose the P/E ratios remaining >100 after these drops means this is just a multiple compression? Of course this has prompted me to check up on PLTR, which still has a P/E of 362. While a different company, it seems clear some investors don't care about actual financial metrics. (I wish I hadn't sold at $40, would've been my all time greatest holding, but oh well.)

tired_ani

Happy to be buying CSU, META, MELI at these prices Happy to have brought TDG, BN and AWK My mega cap tech concentration is greatly reduced. I have also built smaller positions in the following CLMB, HWKN, FEIM, PANW. Was considering V/MA but that idea on the shelf rn due to too many positions.

Available-Ad3635

Balls deep on the PANW dip. I’m also long

salty0waldo

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.

tired_ani

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)

DarthOniichan

PANW going to leave me holding the bag today.

Zurkarak

Yea.. where’s the PANW bag holders club

No-Improvement3164

I sold put on PANW that will be worthless and it dropped 4%.

Ghost_of_Durruti

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.