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Top stocks hitting 52-Week Highs/Lows - October 2, 2026 π π
Top stocks hitting 52-Week Highs/Lows - September 30, 2026 π π
Shouldn't we buy CrowdStrike (CRWD) put options?
Pre-Market Gainers and Losers for Today (September 17, 2026) π π
Pre-Market Gainers and Losers for Today (September 14, 2026) π π
Palo Alto (PANW) is down ~8% on a clean beat β 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 π π
Decided to take over my 401k back in February. Fk risk tolerance!
Can Someone Explain Why PANW is Worth 299 x Earnings??
Whatβs the craziest P/E ratio of a stock youβve 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 π π
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 β where do you see it going?
SqueezeFinder - June 2nd 2026
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 π π
Buy high Sell Low the 1.3M AI trade at the top
Top stocks hitting 52-Week Highs/Lows - May 15, 2026 π π
Make that Politician #5 Rep. Gilbert Cisneros just bought up to $15,000 of Palo Alto Networks $PANW 45% up from our π¨Insider Trade Alertπ¨ Pelosi keeps winning π 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 ππΌ
Check out PANW for gains after Iran hack
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
Cybersecurity market CAGR expected to be 10.4%
The Most Obvious Secular Bull Market That I Can Think Of
PANW Earnings: QQQ 600 Decision Zone
What's the advantage of being listed on two different exchanges?
Sentinel One (S) - any thoughts?
The "Trump trade" is accelerating: Five brand-new "America First" ETFs have launched on the New York Stock Exchange.
~$36k investment ideas - Medium/Long Term
Hereβs What Iβll 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
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) β an overlooked cybersecurity play at the bottom, Iβm loading up ππ
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)
Buy Palo Alto Networks on the dip?
PANW is rumored to be acquiring SentinelOne (S)
SentinelOne DD (Taken from Article)
Iβm 19 and have some money to invest, howβs this to start? Hoping for roughly 15% a year
FIREWALL KING TURNS AI OVERLORD β YOLOing $PANW ππ₯
Prediction: Crowdstrike will need to CRUSH earnings above and beyond guidance to avoid a post-earnings crash
SqueezeFinder - May 20th 2025
YOLO Update: 1M target second phase, 230K β 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?
Mentions
SPCX, PANW, CRWD, and AMD will single handedly crash this market
I personally sold a covered call on PANW cost base $162.50 when it hit $190. π
I love me some PANW but itβs getting a little ridiculous at the current price
PANW easy short imo, look up history of that CEO. dude is 100% cooking the books.
PANW and CRWD make me irrationally mad
Damn PANW up over 60% since that Axios article a couple months ago saying it's a buy. Should have listened to Axios!
Cybersecurity is certain $NET π $CRWD π $PANW π
PANW just grinding higher.
Agreed, high PE ratios don't mean as much for IT / software / tech companies where sales pile into more YOY growth. CRWD's R&D intensity is a blistering 25% of revenues, highest amongst its cybersecurity peers like PANW or FTNT. Crowdstrike has the added benefit of blocking DDOS attacks such as 100,000 Muse agents trying to book the cheapest flight or pay the lowest insurance premiums. Details here [https://drive.google.com/file/d/1ENvNzpUSsSoVMKMM7k4HboYoJx9xTRIb/view?usp=sharing](https://drive.google.com/file/d/1ENvNzpUSsSoVMKMM7k4HboYoJx9xTRIb/view?usp=sharing)
It blows my mind that CRWD and PANW just refuse to go down despite valuations
Anyone else recognized PANW CEO standing yesterday in the back behind the president
Saw PANW CEO hiding in the back the WH meeting yesterday recognized him. Made a good call to invest!
CRWD is still in that 'bet on growth's category of tech, look at their forward revenue guidance off the earnings calls, not 'mature' tech fundamentals like you are doing They're averaging a 23% growth rate their last six earnings calls with a recent upward guidance. They're also primarily an EDR company, once a deal is booked it gets renewed 95%+ of the time, the ARR won't go anywhere and margins on software are typically 70-90%. If growth slows we'll see a pronounced drop in the valuation. Right now they're burning as much cash as they can to keep the engine going but not be saddled with excess debt. Once growth slows they'll consolidate sales and marketing motions and incrementally increase renewal costs to keep the party going a bit longer - see PANW for reference - eventually it'll pitter out and a new EDR will take over in 10 years or so
If you want to short it cus of P/E short CRWD and PANW
What I'm hearing is CRWD NET PANW FTNT to the moon
From the public filings: Rep. Nancy Pelosi disclosed buying $1Mβ$5M of $PANW at about $187 (Dec 20, 2024). It closed at $374.74 on Sep 25, +101%. At the top of the disclosed range that buy is up to $5M. No later sale of it shows up in the filings.
One excessively sized PANW did a lot. But in general I've just been reading markets well this year. Been winning about 6.5 of 10 plays, and have significantly improved my loss cutting execution (ie stop losses/ avoiding 100% worthless expirations) https://preview.redd.it/qe18d9o3bvrh1.png?width=1008&format=png&auto=webp&s=85d48ddcc025d97ad1e419421422b3696045c959
PANW and CRWD are my hedges for that.
My CSPs on CRWD and PANW "rose" which books as paper losses, but it really means I got paid a few thou to maybe buy them at a discount next Friday.
Are CRWD and PANW good stocks to get into at these prices? Crazy high p/e i feel
Sold a bunch of CSPs for next Friday on GOOG, AAPL, PANW, CRWD, and VOO. If I'm going to be cash gang, I might as well collect some premium on stuff I'd be fine owning anyway.
Probabilities have to be at 80-85%+ in order to be a "certainty".Β Also, go look at NOW, TEAM, ZS, PANW, OKTA, TWLO, MDB, SNOW, DDOG. Valuations were compressed, hit 52 or all time lows in April.Β The debt heavy infra providers are getting hit more than growth saas because growth saas already compressed HARD. This isn't to say that a 10Y at 5.1% isn't gonna shave a bit of valuation from them in the coming weeks, but when they say that things are "priced in" and why you are always one step behind it is because you see headlines and numbers and act upon said info instead of continuously looking across the entire market to spot what isn't moving the same way as the rest of its sector, and the sector within the market, and the market within macro.Β
Just realized CRWD, PANW and NET valuations and its making my head spin. Meanwhile I'm holding stocks like RDDT like a special child
Short APP and SOFI, long on blackhorses like MDB, PLTR and PANW π€
Feel real bad for the chump that bought my PANW calls for mega premium
CNBC recommended CRWD, NET, FTNT, PANW for cyber security stocks. Didn't recommend ZS or Sentinel One. π€ Mostly what I assumed
Funny how AI is hacking into a couple companies already. What are the chances those companies use PANW, CRWD or some other name (and yet both of them are near or at ATHs lmao)
First of all, I would ignore all the negativity getting upvoted. I would get out of that position, approach the market with some discipline. With the money leftover, you can easily come back and get back all the money you lost with some patience. Intel(INTC) should be a really good long with some patience, I can see its rally continuing with the AI boom still going. Donβt splooge all your money on one point UNLESS itβs a really BIG dip. Buy the fear, scale into your position, keep adding on the dip and look at your moving averages. Hourlies, daily and weekly timeframes will give you an idea of where critical support points are. Also since you didnβt full port, you understand the significance of diversifying, something can run 300-500% while something runs 1000% in your portfolio. The important thing is that you bank and make a good profit you donβt have to get the full run, two more gems for you, CRWD and PANW should be good long with there being a focus on security companies nowadays.
PANW's been gobbling up smaller players for years, their AI threat detection stuff is already baked into their platform and actually works
A busy day for index adjustments on Monday will see Bloom Energy (BE), Everpure (P), and Illumina (ILMN) join the S&P 500 Index. Dell Technologies (DELL), Palo Alto Networks (PANW). Arista Networks (ANET), and SanDisk (SNDK) will all join the S&P 100 Index.
Bingo. Canβt buy the 1000 shares of PANW I wanted with the gambling fund but I sure can get that much exposure
price action instinct tbh. PANW was up 15% in two days, with no material change to the business... Analyst pumps always give back
if PANW can move up 10% in one day it can also move down 10% in one day
PANW, DELL. Over hyped Look $DELL last few months, https://preview.redd.it/1j2w7n6yaaqh1.png?width=1621&format=png&auto=webp&s=0f286f1d6fb509da5e1ce305e1228a3efcfc165e
placed my PANW put 1 minute before close yesterday. Maybe i get fukt today maybe not, let's see.
I mean the worst thing that could happen here is he gets to buy PANW for a good price.
You should've seen my DEC PANW 170 call I sold at 185 *cries*
$DELL. Give donation to Trump Kids account Got few Billion contracts from DC Hedge fund buddies pump DELL DELL, looking to add debt load . Is it circular finance? $HPE $PANW $OKTA downgraded AI cooling soon cool, semi & servers $SPY $QQQ $SMH higher rate pain 1 by 1
Time to dump PANW, DELL, OKTA ,
I work with PANW in the enterprise space. I donβt think you have a great grasp on their core business Their bones are as a firewall company. A firewall in that context is (usually) still a physical box, which is still a giant chunk of their business. Do you think OAI is gonna get into manufacturing? And PANW provides a giant infrastructure backend for secure network access with global infrastructure built out with POPs and peering agreements with ISPs across the globe. Do you think OAI has any plans to build out the same? Do you think OAI plans to take the TAC call on a Saturday night when any of this breaks? Thatβs the most important thing every enterprise cares about Itβs not as simple as βhave AI make softwareβ. That software layer is only part of the business and only works as a part of the whole platform
It's more likely CRWD and PANW work with models to improve their products. Specialisation is the game.
In theory, we can transform into one big degenerate, hack something related to CRDW/PANW/OKTA, and then benefit from puts
Itβs never too late. First, The sector will continue to grow and so will the bundle of companies held within the fund. Second, we are in the very early innings of AI, so thereβs infinite runway left. Parlaying off that point, as AI evolves, so too will the tech needed to fend off cyber attacks. Beyond just AI, my presumption is that within the next 8-12 years we will start to see real headway in photon computing. After photon computing, within the next 15-20 years, we will see quantum computing. All of those milestones present massive cyber security threats and new challenges. The tech needed to fend off future threats doesnβt even exist yet, nor do the companies. new companies and technologies in the cyber security space will emerge. Those companies will ipo, or get acquired by companies like PANW. one way or another, those companies will be added to various funds -- like CIBR. So again, itβs a very very long runway.Β Third, I think the better question isnβt whether itβs too late but at what multiple/valuation is a good entry point today β thatβs for you to decide. I bought more earlier this month when it dipped back into the low 90βs. But, if my thesis holds true, Iβll continue to buy cyber security stocks at high multiples bc I think the long term Potential is massive. And I think itβs overlooked. Whether you decide to buy funds or individual companies is again a question you need to ask yourself.Β
Cybersecurity (CRWD, PANW, BUG, CIBR)
Like waiting for a deer to turn sideways before pulling the trigger, I am patiently waiting for PANW to top before placing my short.
PANW? Definitely seems the most reasonable of all the big names. \~74% GM with compression only from memory prices is attractive.
CRWD and PANW seem like obvious shorts
$NKE make more cash flow than $PANW Check attached last 6 quarters Also market cap. NKE make more cash flow than all cybersecurity . $NVDA $MU $AMD $AVGO stressed $CRWD $FTNT $PANw $SAIL hype today by Algo Algo following story, pump one day crash next day , 0DTE https://preview.redd.it/biu7lhykjjph1.jpeg?width=784&format=pjpg&auto=webp&s=f4a69f8ffcb8d99c4161cc27ed1a4d807edeb92a
NKE make more cash flow than PANW Market cap NKE 50 Billion PANW, market cap 300 Billion https://preview.redd.it/hmuk3p5gjjph1.jpeg?width=784&format=pjpg&auto=webp&s=a49729545f9cd3ec8b5be9e54e516f4118fb5897
Check how much cash burning by $MU $NVDA vs all Zombie today, How much cash burning by ZS, CRWD, PANW, SAIL, FTNT etc
I love how ive been yelling here that whitehat ai is the next thing in response to recent fears but I didnt get calls on CRWD, S, or PANW
bae, I'm already green. my PANW and CRWD bags are savings my ass.
lol @ PANW and other cybersecurity stocks - as if their software is going to protect against AGI
Want to off myself for selling my PANW calls on friday
PANW has a PE ratio of over 800 LMAOOO
calls on $CRWD $PANW $NTSK $SAIL $RBRK
NOW, TEAM, CRWD, NET, PANW, SNOW, DDOG, FIG, RDDT, AFRM, CRCL, HOOD. But Iβm already 50-130% up on a lot of these, not sure if Iβd 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, NOWβ¦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 PANWπ This markets schizo π«¨
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 π Yes, sometimes elected officials make trades that are well timed before announcements that move the share price, and sometimes they donβt. 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 Iβm 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~~πππ (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 β personal list π
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, itβs 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 PANWβs 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 π€‘
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.