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
300K in on $PANW. Time to load up and head back to $200.
Every cybersecurity vendor already has multiple CNNs in their products for like a few years now. AI will continue to play a role, but the bottom line is, there is no one vendor that is the perfect fit for every organization so there are dozens of vendors making good money, but they’re all just stealing business from each other since every organization already has something. PANW steals customers from CWRD and vice versa… along with dozens of others. This is not a huge growth opportunity like say when the iPhone or Tesla came out and no one in the world had one.
Thought about buying the PANW dip. Glad I didn't. Usually it's the other way around. Thank you for your attention to this matter.
Big down on ARM, PANW 😭
anyone noticed most s&p stocks all sold off to may levels in 3 trading days? PANW NOW ADBE FTNT CRWD CRM. looks like MM just keeping index afloat so they can dump next week
PANW calls have not paid off at all, here's to hoping next week is stronger for them lol
market is starting to selloff without u noticing so they can rugpull u, look at AXON CRWD NET PANW ADSK, in one day they destroyed weeks of gain. the semi conductors are next, then big tech. hedge urselfs with puts or just wll in puts, trust this generation wealth advise
Can someone explain why PANW and FTNT dropped so much today? Can't find any articles explaining why.
Bought PANW $250C today. Looking to 2x in one month.
Why are all the cybersecurity stocks like PANW FTNT NET etc.. down so much today? What happened?
Scooped some PANW. Can’t find a reason for the selloff.
Why tf is PANW down 7%. Lol. It just filled every gap going down
Any reason for the PANW sell off? The news says insider sales, but the large stock sales are just following plans disclosed in 2024.
PANW is literally free money. People happily chase this past 200 all the fucking time.
What is up with PANW!!
Was there news on PANW?
Any reason PANW and CRWD getting hit today? I can’t find anything news related
Wtf is going on with PANW?! Loading up on more!
What's going on with CRWD and PANW?
PANW buyers yesterday actually need their heads checked. This shit is pinned under 200.
Your shit sucks $PANW! $CSCO sends their regards
Yes butttt there are so many companies offering SAAS for ai security out there. Not just CRWD. Does their platform have overlap with PANW, CYBR, ZS? What about Fortinet? Darktrace? Cyberark? Checkpoint? There are others. The cyber security space is very occupied with many service providers with other software/hardware companies as customers. It's crowded.
Our entire economy at the end of the day, runs on and is in service of advertising in one form or another. These insanely large AI capex projects are a big risk and the market is treating it like a sure-thing cash cow like this year. *Everyone* is unprofitable on AI aside from those using it in service of advertising like Google and Meta or those who are smart enough to rebrand machine learning as AI to sell, such as CRWD, PANW, PLTR, Anduril, etc.
It's quite difficult to predict the next small cap that will blow up. It's probably easier to say which big cap is locking in their market strongly enough to become a megacap. Uber just crossed that $200b market cap line. Could see Reddit (RDDT), Robinhood (HOOD), Coinbase (COIN), Crowdstrike (CRWD), Palo Alto Networks (PANW), Snowflake (SNOW), Super Micro (SMCI) getting there.
GOOG AMD NVDA AVGO PANW Only posting mine because I can't believe nobody else has Palo Alto Networks in their top fizzle
V, that I've had since IPO (bought at $70 day after ipo) PANW, held since 2018 AMZN, bought most right after last split NFLX, since 2018 TEM, simply for options trading and have done well with that over past 6+ months Also have 2000 shares of MSTR and about 2000 ULTY that I'm holding on a VERY short leash....
• ServiceNow (NOW): AIOps platform manages 19 million data center assets globally. 2024 contract value: $7.3B. • Palo Alto Networks (PANW): Secures 68% of hyperscale data centers. $4.8B in 2024 firewall sales. • Enphase Energy (ENPH): Microgrid controllers for renewable integration. Deployed at 12 Apple/Google
Anyone know why my dag PANW is down in the dumps today 😢
because its a lesser known name...the average person didn't even know the company existed until the SNAFU it had, and PANW is still the bigger company in the space (for now).
I’m with you on RDDT. I’m just not seeing the growth in GOOGL. They’re as big as anyone could be, now they’ve got major competition. The whole paradigm has shifted. Where is their growth - what’s going to get bigger and more profitable to make up for their decline in search. Waymo? YouTube revenue is already baked in. I’m not fighting with you and I see what you’re looking at. I’m just looking for a reason not to sell and put it towards HOOD, SOFI, SNOW, PANW (already have CRWD) even more NFLX. I am having the same mental battle w AAPL
I did the same thing with 100 shares of AMD bought at $12, sold at $35😫 Same thing with FB bought at $60, sold at $190. I’m Never selling my TSLA, PANW, and MSTR!
Don’t forget PANW. Gonna break towards ATH soon
Sometimes I still think about that guy who lost $200k buying weekly puts on PANW earnings only to be blown out by like a 8% gap up, and how all his DD was this esoteric proposition based on publicly available information from previous company filings as if the market didn't know about it. Sometimes I think we're all that guy. Anyway I full ported 1dte puts at close because the market totally doesn't know about the Middle East stuff going on.
defense contractors is an obvious one but I think cybersecurity (think PLTR CRWD PANW) will be a big beneficiary of conventional war, proxy war, Cold War, et.
**Ha ha PANW back over 200! That’s a bullish sign for sure**
I just got PANW 200c 8/15
Probably really stupid. Got PANW 200c 8/15
Thanks, yeah I don't think the brokers would have a lot of benefit giving me option c other than to give traders more versatility in risk management. It was PANW, I had 150 put contracts at 200 strike. I had an average cost of .67 cents, the stock was hovering between 200.00 and 199.90 but was trending down and I've seen this stock get sold off EOD so many times especially at it's peak, but the mark price was .38 cents at 3:30 when my broker sold.
CRWD / PANW / FTNT can perform good. S / CYBR for more risk.
I mean cybersecurity is gonna be ewuge, PANW/AVGO/CISCO/cloud flare are better I think. What about CIBR etf
No, I’m just a realist. I actually own shares lol. I also think PANW is just a much better cyber play.
Personally I wouldn’t bet against them. This is THE name in cyber security and with recent slips by their competitors, I think they capitalize. That said; cyber-adjacent companies in general have seen disappointing next-day results even after strong-ish earnings; see: PANW, OKTA, SentinelOne….And you know what; I may have just talked myself into some short-term near the money CRWD puts. The valuation is certainly astronomical, but I see a Beat and Raise coming - especially after their Microsoft partnership announced last night. Best of luck.
I am aware, as I said I’ve been following. But understand that S faces tough competition from the likes of CRWD and PANW - both of which have done well. Markets can stay irrational for long, I mean, you don’t have to go that far, look at Google!!
Long PANW and UNH. Short TSLA. Feels gewd. 
I had a fantastic options streak in my trading account in February (BigBear AI, PANW, SPY calls and SPY puts) then had some misc luck in opinions and stock trades since then. Up 80% YTD but we’ll see how things shake out, today, I’m holding Rigetti puts right now that might bring me down a few %s after last nights news.
I have UNH and PANW calls with expiry at end of week. I am hoping it open green, but unfortunately I got to know during this year what market shows and what market does is completely different.
After the latest Earnings report I’m definitely going all in on PANW. They just posted a strong quarter—revenue rose 15 % to about $2.29 billion and adjusted EPS hit $0.80, both ahead of expectations. They also just came out with Prisma AIRS a new platform that secures AI apps, agents, models, and data, giving them an early lead in the still developing AI-security market.
I’m definitely going all-in on Palo Alto Networks ($PANW). They just posted a strong quarter—revenue rose 15 % to about $2.29 billion and adjusted EPS hit $0.80, both ahead of expectations I know the stock slipped to roughly $187 a share, which looks like it’s on sale to me. They just rolled out Prisma AIRS, a new platform that secures AI apps, agents, models, and data, giving them an early lead in the budding AI-security market. With that catalyst layered onto their already steady subscription revenue engine, I’m holding everything I own and ready to grab even more on the next dip.
I think the cyber security job market is doing really well right now. 500k unfilled positions and prized talent is snatched up immediately. I just saw an interview with the CEO of PANW and he thinks they'll fill many of those positions with AI, but I'll believe it when I see it. There's very little margin for error wrt bad code and such.
I hold PANW, but I wouldn’t buy it at these prices. Especially CRWD
I'm trying real hard to only enter high confidence option positions. Currently on a TQQQ 71c for June 20 and a PANW 200c for end of July.
Looking at history, CRWD and PANW tend to sell off post earnings regardless of their reports. Moreover, CRWD has been on a great run so some cooling off is expected.
CRWD BSOD their entire customer base and STILL outperformed PANW last year. Calls.
Exactly. And even then PANW dropped post earnings despite excellent results.
I'd generally agree. PANW is the more attractive holding in that sector by several measures. Crowdstrike will have to impress the markets just to hold ground.
It’s a bad example since I personally follow some of the main cybersecurity stocks including PANW. But here’s maybe a good chance to help you or others out with the shorthand of how a lot of financial people and traders do it. I bet you have general knowledge that Reddit share price is around $100 and Apple has recently been around $200. These are incredibly popular stocks that are talked about in the news and everyday life, not just among stock market people. Now suppose you heard Reddit moved by $5. It’s automatic to know that $5 on $100 is 5%. That’s automatic. And it works even if you don’t track RDDT tightly but you know that it’s been a bit below $100 because you heard the recent hub-bub about it crashing down through $100. So at that point you’d know that $5 on a base of *slightly-less-than-$1000 is going to be *slightly-more-than-5-percent*. You would then adjust your approximation and say Oh $5 on $95? That’s about a 5.x%, feels like about 5.25%. And you’d be right. And even if you boofed your tweaking and said 5.1% or 5.4%, it’s not like you’d be that wrong. Try it with Apple, broadly known to be around $200, even by people who think the ticker is APPL not AAPL. Stocks around $200 are easy because the percentages work by halfs. A $2 move? That’s 1%. Yesterday’s $6 move, 3%. To be precise, it was a 3.02% move, but 3% is certainly close enough. Stocks around $50 or $500, the moves will be a doubling instead of a half. A $3.50 move? Call it 7%. Was it just a 35 cent move? Shift the decimal place by one, so it’s 0.7%. Similar tricks are possible between 1/4 and 4x, 1/3 and 3x, and so on. Do this daily for long enough and it’s an unconscious muscle, like breathing. Watch financial news long enough and you’ll notice they only tend to talk point or dollar move on indexes and well known stocks, since those point or dollar values are broadly known to the audience. The rest of the time, percents are common. You’ll notice if you do this
So if I say PANW fell $3 go ahead and work out the percentage in your head without looking up PANW's current stock price.
CoreWeave and PANW puts?
PANW shitting the bed is annoying. They had great earnings. But I guess market is not always rational.
Why quantum shite is pumping and not PANW and GOOG . The rug pull will be epic… My calls also want to print 
Ok, PANW/Alto was mentioned 18 times in this thread. 13 of them mentioned buying calls/selling puts or at least showed positive sentiment. Only 3 mentions were about buying puts. Make of it what you want.
$PANW showed a beat in all metrics that matter, she still didn't continue to rally 
Yes, PANW. Come to Papa. I look forward to buying you soon
*Still sitting at the bar rn.......fukt. (PANW)* 
You really think so after what happened to PANW
I thought I was regarded getting PANW calls.. and then there's WOLF regards making me feel better. lol
> PANW was a great stock 2022-2024. Still excellent cash flow, and that's why it's not cheap. Unlike some stocks that are expensive and make no money.
PANW: we beat and are raising our guidance MARKET: lol fuck you
my favorite thing to do is to join earnings calls on companies i have options on and pretend like I know what they are talking about. PANW leadership are cucks. Their CPO literally has wolverine's facial hair, reinforces my bearish position.
I have PANW 190p, but I don't think it's going to print. 101% IV dropping to 50% tomorrow is going to crush. Expected a bigger dip than this
PANW numbers pretty great, would not doubt it opening green
Well, I sure fucked up that PANW 192.5C for 5/30.
PANW was a great stock 2022-2024. But now? 100 P/E for 15% growth and a guidance toward 14% in 2025. Seems rich for my blood
I have Puts on PANW
Macy was wrong about PANW. 
I just lost all of my money on PANW calls. Bs earnings
*Once again my calls (PANW) in shambles. I'm headed to the bar in prep for my Wendy's shift tonight.* 
$PANW * Revenue grew 15% YoY to $2.3 billion in Q3 2025 * Next-Generation Security ARR increased 34% YoY to $5.1 billion * Non-GAAP net income rose to $0.6 billion from $0.5 billion YoY * Strong remaining performance obligation growth of 19% YoY to $13.5 billion * Healthy projected non-GAAP operating margin of 28.2-28.5% for FY2025 * GAAP net income per diluted share decreased to $0.37 from $0.39 YoY * Revenue growth rate of 14-15% for Q4 guidance shows slight deceleration For the fiscal fourth quarter 2025: * Next-Generation Security ARR of $5.52 billion to $5.57 billion, representing year-over-year growth of between 31% and 32%. * Remaining performance obligation of $15.2 billion to $15.3 billion, representing year-over-year growth of between 19% and 20%. * Total revenue in the range of $2.49 billion to $2.51 billion, representing year-over-year growth of between 14% and 15%. * Diluted non-GAAP net income per share in the range of $0.87 to $0.89, using 704 million to 707 million shares outstanding. For the fiscal year 2025: * Next-Generation Security ARR of $5.52 billion to $5.57 billion, representing year-over-year growth of between 31% and 32%. * Remaining performance obligation of $15.2 billion to $15.3 billion, representing year-over-year growth of between 19% and 20%. * Total revenue in the range of $9.17 billion to $9.19 billion, representing year-over-year growth of 14%. * Non-GAAP operating margin in the range of 28.2% to 28.5%. * Diluted non-GAAP net income per share in the range of $3.26 to $3.28, using 700 million to 708 million shares outstanding. * Adjusted free cash flow margin in the range of 37.5% to 38.0%.
PANW 
*PANW nooo! My calls!!* 
PANW posts earnings beat of 3 cents.. straight to the earths core. Should’ve said Optimus robot penis
PANW -15% please 
I sat down at the right time to shit while holding PANW calls. Hopefully this is foreshadowing their earnings report. Let's see 225
PANW to 178, thank me later
PANW puts, wish me luck!
PANW is not breaking ATHs today
PANW calls for earnings AH. I'm ready to be hurt again.
Got in a solid 20% gains on Google. Hopefully PANW goes up 20$ on earnings today to keep that train rollin