Reddit Posts
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?
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 🔥🚀
Mentions
I think part of the issue is that all software gets lumped together. Are there some companies who might be boned? Sure. WIX and MNDY come to mind. And some companies have been on the decline prior to the SaaS-pocalypse. ADBE has had 10 straight quarters of decelerating growth. But companies like NOW, SAP, PANW aren't going anywhere. The cybersecurity selloff 3 months ago was regarded. And buying PANW in the low $140s was the 2nd most obvious trade I've made all year
Cybersecurity will be the winner of 2026 NET CRWD PANW
Check out Cienna, PANW, and AVGO right before earnings. These plus a few others had large moves in both directions at that time and I’ve noticed it’s consistently occurring. So this might be where your idea could go well? micron could be a candidate for this if it follows the same pattern. Warning though is I’m not great at this stuff haha
This happened with Cienna, AVGO, PANW, and a few other tech companies before earnings. They had massive increases in the weeks before earnings right up to the hour before. Of course many people bought calls. Problem is that right after earnings all the companies share prices dropped significantly. I think this is where your idea and OPs merge to be a good one?
Need to get some in dependent feedback before I fly off the rails. I just sat down with my parents and got a look at their investment portfolio. They are 76 & 71 and using a fee-based investment advisor. I was immediately surprised to see individual stocks in their portfolio and then more surprised to see how many mutual funds the adviser placed them in. My thoughts would be to have elderly clients invested in a mix of index funds and bond funds and should lean towards lower risk. He has them in AAPL, MSFT, PANW, and PLTR along with a couple others that seem more reasonable (such as HD and COST). He then has a large position in QQQ, a smaller amount to SPY and VDE and then about half of the portfolio is in a mix of mutual funds that I do not know anything about. My question is: 1. How crazy is it to have a large percentage of tech stocks for someone past retirement age? 2. Would I be correct to assume this individual is charging a fee to “manage” the funds and then putting half (actually more like 70% if you count the etfs) in mutual funds that then charge another management fee to do the actual investing for him? Any feedback is appreciated!
i timed the top almost perfectly with PANW bought at 151 sold at 302 for 100 percent gain
I'm pretty heavy into data storage companies, and also I think AVGO will get back to ATHs soon enough. Generally I think AI related trades will continue to run but I have been in them for years now. PANW has been pretty good for me recently as well for something less AI related.
I’m in a similar boat with CRWD. I was an idiot and bought before the last earnings call. Bought 13 shares at $749, it’s at $683 now. AI / tech shit is volatile. Don’t sell now unless you have a really well-thought out plan in place to deploy the capital and you plan to hold your next equity for a while. Like others said, buy quality companies you believe in and you’re more apt to hang on and let themcompound. I’ll admit CRWD was a gamble for me. I believe in what they do, but they were treated as a SaaS for a long time. PANW is in the same biz and their stock tanked just a few weeks before CRWD. I didn’t do my due diligence and let greed on a short term play win out. I lost. If it gets back in the $700s I may just dump it, take the L and move on. Especially if I the cost basis back. I don’t believe the company is going to become an $800-1k stock. It’s overvalued. My real point for you: AVGO is in a better position long term being hardware. It’s still recommended by most analysts. Just hold tight and you’ll be alright. Many tech stocks *are* “overvalued” by classic metrics like PE ratios (both forward and trailing).
You act like this is abnormal in the market, it's not. Take a look at the highest P/E companies. There are many, this isn't rare or new. Arm 446% PANW 210% AMD 167% Abbv 110%
I held a bunch of PANW because Pelosi had it.
PANW CEo is really legit.
PANW I hate you with every fiber of my nutsack
Why is ZS such trash? Thinking of taking a longterm loss and moving it into PANW
Software seems to be lagging during today's rally. May be good to set some dollars aside for a few names like PANW, ORCL, and SNOW.
I’m bagholding IGV LEAPS. Thanks to fucking Microsoft and PANW earlier and then Friday’s selloff. Let’s hope oracle doesn’t blow it because it’s one of the ETFs biggest holdings. I’m thinking of selling IGV and getting into NOW. One of the better values in it. Oracle worries me
MSFT/META red after missing the whole rally. DDOG/PANW slighlty red/chilling with just astronomical p/e. Retard market indeed
In 2006, Amazon was valued at $16b. Today, 2.73 trillion. Hindsight is 20-20. Amazon built a market that did not exist and everyone would have said they didn't have a chance back then. At current valuation, SpaceX is 100 P/E and 15 P/B. Other companies with similar valuation: Tesla, AMD, ARM, PANW, AbbVie Market seems to be fine with those. You are also confusing company fundamentals with a stock price which is demand-supply driven.
Also lost on AVGO with completely ridiculous exposure, in hindsight I should have seen PANW going flaccid after earnings plus the sentiment towards market close and realised the pumps were coming to an end
NOW and PANW giving me hope that the bags won't be heavy for too long. ARM, MRVL and IBM also V'ing nicely. But I swear, if this shit tanks at opening...
Yeah I'll agree that it doesn't make sense for them to lie about it. I guess I'm just confused at why Project Glasswing literature would blast $PANW and $CRWD in big bold letters and completely fail to mention zscaler and sentinelone, does not make sense to me. Luckily I invested in $PANW and $CRWD not $ZS, since their share price has been getting destroyed lately.
Morning Europoors, Ameripoors, and bots. Well the last two days have not gone well. *CRWD calls? Melted* *PANW Call? Fukt* *AVGO calls? Vaporized* *GTLB calls? In Shambles.* *Fuck tech* *The only thing that went up the last two days was Victoria Secret, the Ai of panties so...* *Today Imma try LULU the Ai of asses.*
Why couldn’t PANW drop as swiftly as AVGO today.
Besides AVGO and PANW, this is literally everything I did, too.
Positioning. That’s it. When positioning gets out over its skis, people will look for an excuse to sell. Intellectually dishonest to not also notice “bad” Iran headlines have meant absolutely nothing to this market up until today. IMO it has way more to do with Google’s placement (the fear more of the megas will follow suit), the inability for PANW to rally further, AVGO and CRWD getting bonked in the afterhours and a lot of the hot money stocks blowing up the last 2 days. Those have all been red flags.
Just cut my losses and onto the next play. Lost on earnings for CRDO, M, and PANW this week. Thought this would be a turnaround week 😌 such is life
Same except I didn't play PANW because $$$
I have gained from HPE, lost from AVGO AND PANW, lost from Oracle earnings run up, so tomorrow i full port into docu puts. Good luck me
If you had PANW AVGO calls.. Tell me what it's like to take it both ways
Fuck PANW Fuck AVGO Fuck NOW Fuck CRWD
New AVGO and CRWD yearly bags for me. Please join the NOW, PANW and RKLB bags. At least, these calls expire in December, but that's at keast one month of stuck funds and missed opportunities right here.
Can AVGO pull a reverse PANW
This market makes me think i am a genius. Sold my AVGO Calls, CRWD Puts after PANW EC, AI Calls... (But well a funny 180$ bet on VEEV went wrong.) I guess market baits me into a deadly YOLO like ADBE Calls
ANET PANW S FN sympathy rallies from crwd and avgo here we go lets see what happens
PANW did the classic pump and dump after hours and fckd retail investors!!!
Idk. MDB and PANW shot up 20% only to drop back to flat or even red. Earnings fucking terrify me now
im staying away from CIEN now. Pelosi didnt buy PANW so i wont either
If PANW and CRWD are any indication, NTSK may plummet. Anyone shorting it?
PANW didn’t. But honestly AVGO has been doing well soooo might need to.
Bro you're up 266% on a PANW call and asking why people are complaining about dips? That's like asking why people are hungry while you're eating a steak dinner. Most of us are staring at our portfolios bleeding red while you're over here flexing a 14k gain. Not everyone timed the bottom perfectly or had the balls to hold through whatever hellscape you bought this during. Easy to say "stop being dumb" when you're the one who called it right.
As long as it's not doing a repeat of PANW and collapses before premarket opens.
Idk why but I feel like AVGO will go up then crash like PANW, or maybe its just panw's effect to me. Nvm I got calls
Everyone here is so bullish on AVGO. It makes me want to sell my 1 call. I needed this win after my $PANW loss but I don’t think the hedgies will let us all win like this 😭
Brought one but skeptical after PANW
*After the reaming I took on GTLB and PANW I'm scared for my AVGO calls. Hold me regards. I don't wanna get fukt in my anoos again. I don't like it. Okay maybe a little but not really.*
trying to erase my memory from than PANW rollercoaster with AVGO tendies
Congrats to PANW call sellers!
Their PS is so high, and growth is still low 20%. PANW as well. The demand on AI security is high, but claude can also make the competition hard and cost cutting (by competition and optimization) on security is applied here just like normal SaaS. Not sure if this is a pump and sell on the news play.
PANW, SNOW and SOFI,,,, never trust the earning report. Sell right before the earnings report and buy the next day... i have now learnt this the hard way (after 10 plus quarterly reports).....
PANW really spiked after market close yesterday just to flip me the middle finger before today's open.
this makes me so mad (i didnt know), i thought pre-market and after hours trading was only for insiders or you had to pay extra... shit, now i know. i could have sold the stupid PANW at 330 too.
PANW seems like it's on the cusp of completely shitting the bed.
PANW what a fade bro 🤬🤬 im sure no one made profits on the calls 😭😭
Rip that guy that put $70K into PANW 310 calls
How much IV crush will I suffer in 3 minutes on my PANW puts
*As suspected mu PANW calls are not aging well. #rekt*
PANW fuck your mother I bought at $320
Really, PANW blew out and is down
PANW may run up to +10% today or in 2 days They were up 10% in earnings yesterday
I probably held onto my PANW too long after earnings yesterday
PANW going to rally today like a good stock?
Between NOW, CRWD and PANW, my SaaS bags are super heavy today.
bull PANW to the MOOOONN
Hoping AVGO doesnt pull a PANW.
PANW can go down another 20% and its fine YTD
Someone give me some sort of copium for PANW please
PANW is up like 50% This week wym
PANW you are such a shit stock, you piece of shit
WTF PANW The betrayal!
Wtf happend to PANW? I went to bed at 330usd and now? I hope panw will recover till eow...
Now a PANW bagholder.
please $PANW open so red tomorrow
RIP PANW bols and bers. Flat AH. Theta Gang wins this round. Thank fk I didn't enter a position.
when AH hit i thought my $PANW puts were dead in the water, but not so fast...
Ok so what happened to PANW? Insane spike and just drops.
Bought some PANW when it was down during after hours . Good report , raised guidance for the fiscal year.
$AVGO earnings can be like $PANW
*Did both GTLB and PANW. PANW initially jumped to save me from my GTLB stupidity only to have PANW puke and fuk me in my anoos too. 😞* *Now I'm scared to play AVGO.*
I need some confirmation bias. tell me my $PANW shorts wont be IV crushed at open
who bought PANW AH at $300+?
Was feeling pretty horrendous about my PANW puts after earnings. But the pump sold off hard... What happened?
Whew glad I bailed on $PANW in after hours
If it makes you feel any better, I bag held PANW for near damn 2 1/2 years and sold at -18%, only for shit to skyrocket 100% right after.
I was about to go into PANW or GTLB. Glad I didn't, and jumped onto AVGO lol. Hope it runs into close tomorrow.
The hell did they say in the PANW earnings call lol
They could be treating $PANW how they treated $MDB where they crashed it after earnings only to run it up a ton the following week :/
What happened to PANW? It was up 8% in AH now -2.5%
I need PANW go go up at least 30
Drill baby drill ($PANW) so I make money on these puts
This PANW pump and dump needs to be studied