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
I’m really heavy on SentinelOne as it’s a pure AI born defenser vs. the legends. They announces a partnership with Google who will integrate them. But it’s a highly volatile stock, so not for every1. Crowstrike is clearly the leader of the pack, but ZS and PANW r good choices when their evaluations will be good.
A little fun “information” for everyone: 1) 1/3 of the world fertilizer goes through the strait. Farmers in the northern hemisphere plant in April. Fertilizer, in large portions, is delivered a few weeks ahead of time at most. 👀 2) if Anthropic and OpenAi are to be believers, the Mythos and Spud, both independently and together, will poke holes in vulnerabilities humans cannot comprehend in cybersecurity infrastructure. Your PANW’s, NET’s, and CRWD’s may not like this at all, and I mean at all. 3) a lot of you weren’t alive for Vietnam, nor were you conscious during the original invasion of Iraq in operation Iraqi freedom. There’s much more room below, a lot. The new ai models come out in approximately 3 to 6 weeks. They will, allegedly, cause a gpt3.5 moment. The fertilizer issue is a little more concerning. I can imagine the price of consumer food staples rising significantly. Think on it. Consider it. Plan for it.
Enterprises or even SMBs aren’t even legally able to use Claude security tools on their devices. There is endless legal red tape like SOCII compliance. CRWD is taking an insane amount of market share. Platforms are the play more and more each year (CRWD, PANW, MSFT). I would be cautious about investing in bolt on security tools like Okta because major players are investing to take market share as their in-house tools are increasing in quality.
Yeah. I been trying to make a thread on this but it just doesnt seem to go through for some reason. This is major news for CRWD, S, PANW. I dont know if Athropic/Claude banned words or the articles is causing it. It so odd I cant get a thread to go through.
PANW worst in my port piece of dogshit fr
PANW, MSFT and CRM are biggest mistakes in recent times
What, if any, is the relationship between OPRA and PANW’s announcement of their own browser?
i fucking hate PANW
First I would find the % of Palantir from the NASDAQ to figure out if it's worth it. For every $100k you've got $1,780 in Palantir. Other defense, cyber companies in QQQ: Company Ticker Est. Weight Why it's like Palantir Palantir PLTR 1.78% Data/AI OS for Gov & Enterprise CrowdStrike CRWD 0.31% Cloud-native "Shield" for the Gov Axon AXON 0.25% Public safety data & AI ecosystems Honeywell HON 0.44% The hardware/industrial base for defense Palo Alto PANW 0.40% Massive federal security infrastructure If you're convinced you don't want to hold Palantir you can short its % of your holdings, for example with put options.
Thesis: Companies have no choice but to invest in cyber regardless of how they are doing financially. They can cut spending or slow it down on many things, but not on cyber. Now, as a person that did software for a living, buying multiple pieces of software and integrating them is a lot of cost and time. Product like CRWD comes with many pieces already integrated making it faster and less time to get up and running. PANW, which I also own, is following that model but is integrating multiple purchases the past year or so. I have been a buyer since $120 to $140. From the portfolio I manage, it has grown to be a 5-6% position. And PANW is another 3-4%. As you can tell, I think cyber is a sector to be in. Good luck!
All solid plays! And yeah I agree with you, cyber in particular isn't going anywhere. I bought CRWD and PANW leaps in late February and they're already printing hard.
PANW, ZS, and FTNT are the other names in that sector
PBRA 17.5 C - sold for 15% XOP 165C - sold for 15% Spy 675p -sold for 50% PANW 175c 4/17 - holding and down Iran might be out of missiles, so cyber warfare could be next
Agreed - long CRWD and CYBR (now PANW) for years. This is not optional and companies need to pay in good and bad times .
Sold QQQ 0DTE 597C at a 45% loss minutes before the pump started, threw a few grand at USO calls, they're red. My PANW minthlies are the only thing keeping me from drilling through the floor this morning. Need the pepe leaving moji!!
Who else is going to FOMO into USO and HIMS?! I've got some MSFT and PANW that have done well since the swing back into software. Might as well sell those for a full loss FOMOing into the peak of this week's hysteria... who's coming with me!!
MY BROTHA! I feel exactly the same. This NOW, SNOW, ZS, PANW and RBRK Calls were cheap as hell last 2 weeks. Glad I stayed the course and bought
Appreciate your input! I agree it’s oversold. I’m not talking about unproven competitors but players like PANW and MSFT. I think Okta will sell off even with marginal growth. We’ll see.
buying Calls tomorrow is one of the best money ideas I currently have lol. Add some ZS and PANW. RBRK of course too.
the next move is to buy ZS LEAPS. Also PANW and RBRK and SNOW. Thank me later. In one year.
what's crazy is PANW did the exact same thing
Good companies, solid financials, reasonably priced price earnings, good gross profit, margin and a moat as big as possible on their products. I won’t be shy with my suggestions, MO, JNJ, KO, MPLX, AAPL, GOOG, RTX, PANW, BKH.
add APP, VEEV and frankly all the office stuff like ADSK & WDAY too. Defense software is insulated, so PANW & CRWD. I love TTWO here and INTU is high risk/reward. I know it’s all software but those are winners.
The longer it lasts, the worse it becomes for the markets. I already picked up KO, JNJ, CL & KMB. If my high volatility stocks start declining (AMD, NVDA, AAPL, PANW and a few others), I will unload and go safe with more consumer staple stocks.
Sold Samsung, Hynix and Sandisk. Pretty awesome super quick trades. Like over 15% total in a few weeks. Started rotating into NOW, INTU, SPGI, CDNS, ANET, PANW, ARM, UBER, and AVGO. I think NFLX will be the last to make the new list. Value!
has there been a software company that pumped after earnings this year? I get CRWD is cybersecurity, but look at ZS and PANW earnings movements.
LMAO...the CEO of my company (PANW-Nikesh Aurora) is listed in the Epstein files, fucking creep and a worthless, overpriced bellend.
Sold my PANW calls from dip buying yesterday, and held on to NFLX shares that I almost trimmed, AND didn’t play Duolingo bullishly like I almost did. Holy W.
PANW $150 calls for tomorrow up 100%, should I sell??? Greedy is killing.. need help.
He said market got it soopo wrong so I jumped on PANW 150 calls at the open for tomorrow up 100%
I jumped on PANW 150 calls at the open for tomorrow up 100%
Why is PANW not mooning as much as other security stocks? I thought they were the premium name
The big difference between ZS and CRWD/PANW is the platform strategy. Crowdstrike and Palo Alto have been consolidating tons of security tools into one platform so customers spend more per deal. Zscaler is still mostly a proxy/zero trust play and hasn't expanded as aggressively. The revenue growth deceleration is what the market is really pricing in, not the current business. That said 84% below target does seem overdone, analyst targets on cybersecurity names have been pretty detached from reality lately. Curious what people actually use when they're trying to figure out if a beaten down stock like this is actually undervalued or if the market is just right? I've been digging through 10-K filings manually but there has to be a better way.
TEAm, PANW, NOw, which one you like to play??and why
PANW is down 35% from it's ATH just a few months ago...a lot of Cyber security is down significantly.
Target-price gaps can be misleading because analyst targets often lag fast sentiment shifts. Market may be discounting slower billings growth, tougher comps, and compression in premium SaaS multiples. I’d compare ZS/CRWD/PANW on NRR trend, large-deal velocity, operating-margin expansion, and valuation on EV/FCF, not just narrative. Could be undervalued, but only if growth durability plus margins re-accelerate.
They hit $212 last October, and after hours numbers have dropped since 4:30. Lately, almost any company that announces better than expected earnings, sees its share price drop. I have enough shares, got in before the 10x split, I'll cash out 75% when it hits $250. Hopefully by year's end or first quarter 2027. Of late, I've been adding MRVL, ORCL and PANW..
100%. my thesis on these companies is that the attack vectors will grow exponentially. betting really big on PANW and CRWD.
Just happen to put 5% of my portfolio to (divided too 25% PANW, 45% CRWD,10% DDOG, 15% ZS) xd That was due to different reason tho, I wanted to invest in cybersecurity sector for a month or two now couldn't decide a cyber ETF because I had an issue with every single one due to \*something\*, decided to make a pie out of the 4 above, because they have good fundamentals + are on a 20-30% discount. We'll see how it goes.
Well, CRWD. But yes, Israel is the hub of cyber security talent and it’s snowballed to the point where no one can compete. Even PANW, was like, ig we just gotta keep buying these so they don’t steal our customers. I think they’re pushing more offices there as well. California talent was no where near Israel apparently. Just listed on Tel Aviv exchange yesterday as well.
It is fully possible than PANW is just publicly traded Mossad at this point. Just read that 50% of their acquisitions are Israeli cyber security companies lol
I own PANW. Amazed at how far that's fallen. If I didn't have a strong position already, I'd be adding more anytime it's below $140. I'd be buying the crap out of it right now. I don't have a position in CRWD and have always found it too frothy. I'm personally trying to wait for $282 before opening a position. Z Scaler also seems ridiculously cheap right now. I have a small position in that.
PANW… where you going bud… the ocean is that way! 💃💃💃🤣
Well I’m making the point that companies like zs/CRWD especially do not have the same muddled potential business risk as CRM/ADBE/INTU/MNDY etc.. I’ve written bearish articles about ADBE, but I believe ZS/CRWD/PANW are in a different class
Cyber security seems very beaten. Thinking of longing PANW or SNOW. Anyone else?
lol why tf is PANW red
one day PANW will pump like crazy and it'll be a glorious day. I will miss it, though.
what are you looking at? was thinking an Cyber ETF or PANW or CRWD since they are one of the largest positions anyways
Completely different products. In their respective fields, CRWD is nearly unchallenged whereas PANW has to fight off Fortinet/ Cisco on the one side, and Zscaler/Netskope on the other.
don't forget RBRK PANW ZS SNOW NOW
I work in cybersecurity sales . EVERYONE and I mean EVERYONE spends a fuck ton of money with CRWD and almost none of them have plans of moving off of them. I hear less about PANW and most of my clients are very large companies.
lol. In the short term I agree with your general view, I’m not talking about some random vibe coded XDR product to come out this year that will evaporate CRWD overnight. But stocks aren’t short term, they’re long term. I don’t think these are all as insulated as you think they are (with the exception of MSFT, maybe PANW?) across 10-20 year timescales. Using your example, is FTNT as solidified in this space as Google is in AI? ZS? I agree Cyber will be a huge market. Doesn’t guarantee that it’ll be these companies that’ll gain, though. That’s all I am saying.
Probably overblown more widely , agree. But it’s definitely unwarranted in cybersecurity specifically. CRWD , ZS, MSFT, PANW do not have the type of business risk that they’re being sold for
I have the most conviction on CRWD and MSFT CRWD is growing its cash flow from operations at 32.6% for the past 5 years ZS, CRWD, and PANW serve the different parts of the market . CRWD protects the endpoint from breaches, ZS is secure connection/identity , and PANW is cloud/firewalls just to roughly summarize All of them as well as MSFT will be huge AI beneficiaries
Would appreciate some elaboration on this. I bought MSFT today. I know the company well. But for the cybersecurity picks, is CRWD better than PANW or ZS? I was thinking of buying some PANW tomorrow. Do you think CRWD is better? Or do you just happen to own more? Thanks!
Have 4 MSFT Dec28 leaps 100 CRWD 6 CRWD short puts 100 ZS 100 PANW 100 FTNT 📈
True. My largest positions are CRWD and MSFT . Followed by smaller allocations to PANW/ZS
IBM is quietly leading in quantum as well. I will buy this dip. Once it stops dipping. Same with CRWD and PANW.
I bought CIBR at $22 and made 250% I sold it though and now I buy ZS, CRWD, MSFT, FTNT, and PANW separately. I don’t want ti have a bunch of Cisco exposure lol
Cyber security stocks are an obvious buy right now. They aren’t like software stocks, where the business risk is hard to figure out . I bought CIBR at $22 in 2017 and it returned +250% I sold it it at $74 and now I own these directly: 100 PANW 100 ZS 100 FTNT 100 CRWD I also am short 6 naked puts in CRWD
No idea, but after losing 40% on my TEAM investment I'm still trying to pick up the fingers I already sliced off. Not eager to lose more. Swear to fuck if NET and PANW follow suit for a sustained downward trend though I don't know what I'm gonna do. Anthropic can get fucked.
I’m a fan of PANW and CRWD for sure. ZS and I have a bit of a complicated history that tints my current view of them. 🤣
PANW, CRWD, ZS are the ones I’ve been keeping an eye on.
Sure, I've got gold and silver too along with tungsten, antimony, tin, uranium and a little flier on a graphene stock that's up 10% today alone. Despite the allocations to critical minerals, precious metals and lottery tickets like HGRAF/HG:CN I'm accumulating stocks like MSFT, AMZN, NOW, INTU, PANW because the valuations are beckoning me like a siren song.
Maaaaan, if I didn’t get greedy on Friday last week, and chill with my $300 profit, I’d have been cash gang for this dip. But i had to buy the dip on PANW and now I’m bagholding
I am a PANW bagholder. 📉
I have a slightly different take: there is a real shift happening here and the street is not wrong in detecting it. Just like the value on the LLM stack has moved down to the chip companies and their suppliers - NVDA > ASML + TSM as one example, or GOOG (TPU) > BRCM > ASML + TSM as another - with models and cloud providers losing value, or having to invest a lot just to stand still share wise, the value in Cyber security will move down to hardware with enterprises being able to easily build agentic Cybersecurity workflows. This is based on the fact that a lot of what these Cybersecurity SAAS firms do is mask the grodiness of today's hardware as well as change and version management of messy underlying hardware elements not designed properly. Hardware elements are going to improve by cleaning up their data and agentic/API interface so enterprises can build their own cbersecurity workflows with agentic API without having to pay an arm and a leg to the Cybersecurity SAAS companies. Another reason SAAS companies are suffering in general has been their escalating costs after lockin which no CFO likes. PANW will suffer just like Adobe for that reason.
Why does PANW say pending corporate action
Is PANW doing a split or a merger tonight? Wtf
What’s going on with PANW
Gotta go with CRWD and PANW But I’m putting more in CIBR.
Pick two from CRWD PANW FTNT NET ZS for long term hold and growth.
Puts on CRWD and PANW