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 $BB 🍇 one more time! (Papa Chen about to close BlackBerry's billion dollar patent sale and launch Amazon IVY connected car)
Is CRWD still good for security stocks? Should I add another one?
The week ahead (Semis and CyberSecurity)
The week ahead [NVDA/AMAT/SNPS]; [PANW/CRWD/ZS]
A couple of pairs worth watching [AMAT/SNPS; PANW/CRWD/ZS]
Low P/E ratio tech stocks but still not worth investing. thoughts?
Any recommendations for Cybersecurity stocks that aren't overvalued as sh!t?
Who else is concerned about cybersecurity stocks when the taper starts?
Who else is concerned about cybersecurity stocks when the taper starts?
Mentions
Considered it in the past but there are better cybersecurity plays imo. CRWD, PANW, RBRK >>
If we are strictly talking about potential for 2026 then I like PANW, AMZN, NKE, PG, HD, and BA. All are well off ATHs, have good cash flow, and are solid (non speculative) companies. May not be sexy picks like your AI trades but I’m in on these 6 for next year.
Uhk. I’m now up like 20% on these PANW leaps but the bid and ask is so wide. Like 9$ 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?
I keep telling yall PANW calls every single and every day it rips
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.
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
What’s most beautiful here? PANW 1 year or 3 year chart?
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
i like PANW but sadly they also seem kind of overvalued
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.
Bought some PANW at its current price
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.
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.
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.
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
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
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.
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.)
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.
Balls deep on the PANW dip. I’m also long
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.
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)
PANW going to leave me holding the bag today.
Yea.. where’s the PANW bag holders club
I sold put on PANW that will be worthless and it dropped 4%.
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.
Congrats on touching grass, PANW. Market said “don’t care.”
But big name cybersecurity stocks like PANW on the dip. Platformization will end the small guys
honestly my PANW, CRWD, and FTNT are like mehh compared to NVDA
Theta gang is gonna win on PANW damn
PANW also had ER and No one gives Sh’mit about it lol
PANW is old school trying to compete with new school cloud native apps. Can’t do it. Never will. Dead money.
Yea fuck PANW, I've like never got it right on that one. LOL
based on how PANW moved, NVDA may just be the same
I was joking but now I just saw PANW death candle Now I am actually fucking scared for real
PANW: Nobody will notice my cliff dive with no brakes while everyone is focused on NVDA
PANW is a preview hehe
PANW forecasting what will happen to nvidia 😂😂
Well PANW didn't tank, thats a good sign
PANW blueballing call holders LMAO
$PANW LOL whoever playing got edged just now
When it rains, it pours. NVDA and PANW
I would not do puts on PANW
Glad there is a PANW thread. Not like there are any more important earnings today…
What’s the move on PANW
All eyes on NVDA. PANW getting no love.
Today: - Calls: PANW WMT - Puts: Already holding NVDA calls from yesterday, might buy otm puts when it hits 190-191ish today to make it an asymmetrical strangle.
PANW better pump, bless me Nancy
PANW earnings usually beats top and bottom albeit minimally…. CapEx has risen significantly
Don't forget your PANW puts retards.
TGT, TJX, Lowe's earnings in the morning NVDA, PANW earnings in the evening
The amount of autism in here is so high, I laugh when most on here have zero clue about how economics make 🥸 I am home 🏠 what’s up you dumbfuks! How we do today?! How we feeling about NVDA and PANW tomorrow?
I'm not touching it, but I know some people here like to mess with PANW.
PANW was a good buy 7 years ago when we switched from Fortinet, but they have no business being 1/2 the market cap as Cisco (they should be far lower).
Implied move for NVDA is +/- 6.6%. For PANW it's +/- 6.27%. Take tomorrow off and come back Thursday.
Bought a PANW call spread for earnings. Save me Nancy
Doing a 4 team parlay with IBIT puts, HD puts, PANW calls and BJ calls.
Sadly no I missed the AMD run because I couldn’t ever really see why I should own it instead of nvidia. Now PANW I have been eyeing for a long time ever since that Pelosi or some other congress person entering but sadly haven’t entered it either. Hope it works out for you. Good luck.
I love some GOOG, AVGO and NVDA. Do you have some AMD and PANW too? Those are my Fab Five.
Calls on $PANW they're going to break to the upside by 4% after earnings
many are focused on NVDA but PANW will be the one this week
PANW and CRWD historically. Long term is anybody’s guess like everything else.
MRVL, GOOGL, ASML and PANW are what I hold (since Jun 2025) as a novice investor.
good mix. I would add a cyber security stock (preferably PANW), some rare earth stock (MP), and some bitcoin.
SNOW is snowflake. A data warehouse software essentially. For AI to be useful it needs to be able to access data efficiently, that’s where Snowflake comes in. Long term it’s one of my highest conviction plays. PANW is Palo Alto networks. They’re the #2 enterprise security software.
I just hold stocks. AMD, RKLB, GOOG, SNOW, PANW, NBIs
Cybersecurity keeps growing but who is to say whether it will be them or PANW or FTNT or Microsoft etc.? Not to mention all of this might go away once quantum computing takes over. I’m slightly invested in CRWD, and I think they will likely continue to grow, but my biggest concern is that they won’t grow as much per year as my other stocks.
Five largest positions by weight are AMD (+106%), MSFT (+96%), PANW (+53%), JPM (+186%), and V (+103%). Stocks I somewhat recently initiated small positions in include BA, NKE, and ISRG. What I am interested to watch are how my shares Of DD and HON perform once both companies split out their subsidiaries into publicly traded companies.
PANW wtf u doing mate
Yep, I was buying hand over fist in March/april. Missed the bottom but got in some great names -AVGO, PANW, ANET, CEG, up like 80% on em. Got downvoted though when I said now's a good time to buy.
a lot of great advice here. I'm older than you all. you keep putting it way, DCA. Spread it around. individual stocks: one I'm going to keep buying: East West Bank Corp. EWBC. MSFT and other the six will probably do very well over the next ten years. PANW. CRWD. Gas and oil stocks are down. They will be back.
AMD, RKLB, SNOW, UNH, PANW are most of the gains
value has been lagging for me. my best performers are risky like: AMD, NVDA, PANW, BTC I doubt I am alone in that either. This has been a very narrow bull market. I personally think this is a bubble and that when it pops, there's going to be untold misery from those who didn't get out in time.
Thank you for this post. Most political trader apps have made themselves bloatware overtime, so I typically don't use them anymore. I'm in for $INTU. Not much, just like half a share, just because I'm kinda broke rn lol. Quarterly ROIC calculation that I do (ROIC-WACC) is decent (2%). 3M and 1Y MACD and RSI charts have it at under 50%. I use MorningStar for analyst estimate - MS is saying that $INTU is slightly undervalued ($720 target), while $PANW is right at target ($210 target).
I would argue that most of these politicians aren’t engaging in pump and dump schemes. Yes, you will be entering the trade 1-2 months later than the politician in most cases, but if they bought because they see policy changes coming that will act as a long term tail wind, being two months late is relatively insignificant. People were making the same “we’re too late for this to matter“ argument a year or two ago when Pelosi first started loading up on PANW, but it’s a lot higher today than it was back then. Anybody who followed her is sitting on some nice gains right now.
Feel like every politician has PANW