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
sometimes it works.. I'm glad I trimmed AMD around 180, and fed more powder into "losers" like PANW also at 180. This "wisdom" of not trimming winners would work in multi year bull run, or with small caps. But some large caps are good for swing trades.
They've had a big drop since 8/11/25. I'm looking at PANW and FTNT for long term entry into cybersecurity.
I don't understand why some stocks are pumping indefinitely with maximum autism and others are barely moving (NVDA, PANW)
As someone who is has their finger on the pulse of cyber security, the real money is made on acquisition by VC's, and then by the market when an acquisition doesn't alienate a customer base of a product that does well. Companies like PANW, CSGO, and cloud providers etc. are just going to buy the obvious winners before they IPO. I suspect that GOOGL is going to do quite well in the future with it's historical acquisitions of Mandiant, VirusTotal and most recently, Wiz. Let alone all of the AI tooling that they're putting out that's not half bad.
lol are we the same person? PANW for me as well. Need to look into COP.
I have good success with COP and PANW this year. You?
PANW fucked me in the ass today... any chance on recovery by Friday or I'm fukked?
PANW I'm dissapointed in you. Go back to 199 you beatch!
Think cyber overall is undervalued and a longer term play. I’m holding onto CRWD and looking to play SAIL. Played PANW earlier in the year
Intel was my 30k banger, then freaking PANW killed me on earnings.
I know I’m in the **MINORITY** here, but CSPs does work well if you are selling contracts on the Correct stock—large cap tech stocks that have proven quarter by quarter that they grow revenue 15-50% yoy, led by a capable CEO with 10-30,000 employees. These aren’t companies anymore, they are like small countries. How can they fail in the short-term? Yeah everyone cherry-picks here a lame stock that isn’t growing anymore, blabs about it dropping, **but those are rare swan events**. Forget the Mag 7, let’s just choose randomly large cap tech stocks EASILY GROWING double digits. CRWD, AVGO, NOW, NET, AMD, DDOG, PANW, ORCL, etc. Are any of these stocks going to 0 in the next 4-5 years? Hell no! **I’ll take that bet** Might it drop 30-40% suddenly because the President has gone off the deep end again? WWIII? Civil war? Maybe, but that’s where **time in the market** saying comes in. You might have to stay the course three months, six months, 1.5 years, but only stay the course if the company is still growing double digits and never sell low. This happened to me with Zscaler where I sold too low at $170 last year. I got in 2021 buying it near $300. Now look at where it is
never implied something different, just stating that there seem some narrative to buy PANW.
I am holding the stocks I’m in love with (ASTS, RKLB, PANW) for the long haul. I’ve shifted some money into high dividend stocks including PFE and VZ. VZ is like a utility at this point.
If they banned trading in Congress, where would I get my picks from? /s…. Mostly. Nancy Pelosi has legitimately led me into some good trades. I’m still holding PANW. 😆
what's a realistic price target for PANW? trying to decide if i should take profits or long hold it.
SIG (and BRLT which is in the same industry) have been on a tear since hitting bottom. Not sure if there's as much potential upside as there is downside at this point. ASO is interesting. But regarding earnings, they've had double digit % EPS misses for 4 out of the last 6 quarters. Of the other 2, one was in-line and the other was a mid single digit % EPS beat. NIO is a good short. All the other Chinese EV stocks have had big pullbacks. Could be a good mean reversion play. I'm long HQY, but it's a very small position atm. If it tanks to $75, I'd actually like to load up on **more** shares. ZS has some competition with NET and PANW. Tbh I have no informed opinion, but at least PANW is cash flow positive.
Honestly, looking at PANW and CRWD post earnings moves, cybersecurity industry looks promising and so is SentinelOne. Bought calls
I thought everyone is at some point. PANW scorched me, so I’m holding plenty of bags RN.
hopefully PANW can go to 190 or smth by the end of this week, my calls are bleeding
Thinking calls is the right decision. HOWEVER, last week I bought PANW puts, it went up. Bought INTU calls, it went down. So probably puts on OKTA.
My autopilot for Nancy last week bought CRWD with PANW. So CRWD calls it is. Worked for PANW
well, hopefully this pumps few days more next week before autumn inevitable dump, my PANW calls would like a pump to at least 195
Who buys puts on PANW when it was literally a BUYING opportunity. You have to be a certain kind of regarded.
Did you not see PANW? Are you new?
I plan to relax until PANW is at $200.
PANW and INTU fucked me
I was wrong on PANW 🥲 looking to recoup but also worried about throwing away more money. Based on what’s going on with the tech stocks this week, especially with the AI bubble essentially bursting, there’s a strong case for WDAY to go either way. Straddle may not be a bad idea but quite the cost.
I was looking at Calls too, but then I saw a lot of people looking into puts and I’m like…should I inverse them ? Or maybe they’re right since it’s been a red all week. I was right so far with PANW & TGT this week, but now I’m getting into my own head lmao.
PANW is a great company and #2 in the industry but they have high valuation. I bought a small position at 181 but wont be adding until they get to my interpretation of fair intrinsic value.
I just moved significant portion of my portfolio to PANW. I think it’s the best bet in the cybersecurity space right now. I am a moderate-risk investor. Good luck 👍
* Yeah I put profits into PANW instead.
the only thing ripping is PANW. imagine how much would it rip once market is green.
sold my PANW calls at open like a pussy
PANW… I think it’s a good long term play.
LZB where you goin buddy? Let’s see if my puts hold up unlike my PANW calls that “simulated” being up and then being worth half what they were at open….
I lost about 23k today from PANW. TGT puts hopefully bring me back.
Same. Made 10% on PANW this morning.
PANW a very strange reaction to earnings, slow selloff whole day, hopefully it'll go higher following days
My PANW calls boned me..what’s next
BanBet PANW $200 1w
Yes sir. Also got some UNH puts this morning and PANW puts for a 97% off discount. Up 200% on those atm.
Everything is going to zero. Besides. PANW it’s going to 500
The burning red by Machine Head. Bye bye NFLX and PANW calls
Broke even on my PANW 190c, and only made $400 on my PANW 180c. Green is green but fuck if I didn’t have a meeting at 8:30 I would’ve made bank.
Anyone start to nibble at PANW calls right now? I just bought some.. hoping for bounce.
PANW calls printed, thank you Nancy Pelosi.
PANW goes up by 12%, to $190. my sept 200 sp calls go down. make it make sense. i thought i would be up at least 100%
My PANW calls died :. Not high IV or anything. What happened
Guggenheim maintain sell at 135 for PANW xDDDDDDD. These news right before open, pathetic
PANW up 6.5% and my call is down
Hope not being punnished for holding PANW calls before open T\_T xDD
Take profits before I buy my calls. Expect PANW to plummet as soon as I buy in. 👍
PANW take profit or keep holding?
does PANW continue climbing?
PANW to 210 in two weeks?
PANW to $1000 today 🚀🚀🚀🚀
The fact that PANW sells off after earnings quite consistently.
NGL pretty excited I decided on october PANW puts instead of september.
PANW higherrrrrrrr
Think PANW holds until open?
$PANW 200C for this week 🤣
PANW to 190 by open pwwease
How screwed am I with PANW 190 weeklies with IV crush
Nancy is the GOAT with her Calls on $PANW
Stocks I hate that are fake and gay: PANW AMAT
is anyone gonna hold PANW calls through the week? i have a couple 190c but guidance is good
Is my PANW 177.5 call still gonna make some money?
185 PANW call expiring Friday. Sell at open for whatever it’s worth after iv crush or hope there’s some momentum post earnings on strong guidance?
I did PANW & OPRA Calls, VIK & FN Puts 🙏
Slew of upgrades incoming after the PANW print👀 Surprised CRWD’s not up more. Clearly they’re the winner in the space.
think we may have underestimated the extent to which earnings have been priced in. PANW had a literal blowout report and that’s it? Mad underwhelming icel
Need PANW to 190 tomorrow…….. guessing res by open :-(
PANW please stay up so I can sell at open 🙏
PANW earnings beat and guidance raise gg puts thanks for the donation
Whoa.... PANW DRILLIN'
How screwed am I with PANW 190 weeklies with IV crush
PANW calls expires in January 2026, should I take profits or hold?
85 shares PANW meh could have been worse.
How screwed am I with PANW 190 weeklies with IV crush
So if my luck plays out like it has in the past with earnings plays, I’ll be psyched for the PANW gains at open, then watch it sell off in the first five mins and break even. Good times.
Bought 8/22 PANW 185 calls at close. Now what?
Of FCKING course PANW goes up when I finally switch to puts. I knew their earnings were good but I knew the market is irrational like previous earnings, but of course MM’s know me and always go opposite.
Well my PANW put is burned but my FN one is looking good