Reddit Posts
I feel like I am stuck in the washing machine and step bro is behind me...
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 would say if you're serious about making money, put most of it into VOO or a similar S&P 500 ETF with low expense ratios. It might be boring but we're buying 500 of the biggest winners in the market, no matter the decade. If you're looking into stock picking, I like PANW, as AI gets more and more complicated, cybersecurity is going to be even more critical. There's supposed to be an advisarial effect, where as attackers use AI to get better, so do defenders. Cybersecurity also has great moats in terms of switching costs. Nobody is going to rip out their companys' security infrastructure just because they got a better deal somewhere else. if you're interested in other stocks in that space, there is ZScaler, Cloudflare, and Fortinet are trading at fair values. I also think the market is overblowing the SAASpocalypse too much. I just don't see a future where people are completely replacing professional tools with their own vibecoded softwares. More likely is that already established softwares will bolt AI onto their products to enhance the service. I'm optimistic on Salesforce and Service now, both of which are already integrating AI and have had great Quarterly earnings, so nothing has changed at the company people are just scared. I'm also bullish on Veeva systems, a smaller company that specifically designs software for Biotech companies. It's a highly regulated industry and I'm sure vibecoding won't be used in any meaningful capacity.
I’m watching CRWD and PANW to see whether they show weakness.
If trend continues.. CSCO CRWD PANW FTNT will continue up If SPY red = AI related stocks go down big If SPY big = AI related stocks go up big Basically, monitor news and SPY
I bought a PANW $185 call out to the 15th of May on April 7th and sold on April 9th for a loss. The call 10x in a month😐
Look at PANW. I missed that one too
This makes about as much sense as trying to inverse EVs after reading "they're going to kill gas guzzlers" and buying CVX and XOM. >I still bought software. MSFT/PANW/ORCL make up the most amount of IGV, which means they are software - just the part that doesn’t suck like ADBE. It's almost like when people say "AI will kill software", they don't mean all software everywhere. But what do I know, I'm just some dope expecting a baseline of literacy on r/wsb.
STRL, PANW and CRWD are strong stocks to buy right now. TAN and IGV are others I'm looking at. Obviously SOXS and MUD on the short side
CSCO PANW FTNT CRWD Aside from these what are safe holds over weekend?
Well that’s just how stock picking works, I still bought software. MSFT/PANW/ORCL make up the most amount of IGV, which means they are software - just the part that doesn’t suck like ADBE.
> Someone said AI was killing software here so I ~~inversed and bought software~~ **thought I inversed and just bought a bunch of AI stocks** FTFY. Calling Microsoft "software" when they're one of the biggest companies pushing AI is just stupid. Same with Oracle, the "let's go into stupid amounts of debt to build data centers for AI" company, and PANW/SNOW, which are beneficiaries of AI. When people say "AI is killing software", they mean companies that make all their money by selling per-seat licenses to specialist software. Think closer to Adobe or Asana.
the big green dildo in PANW for the last week was just beautiful
up 75% on DDOG and 60% on PANW, NOW and CRM are next
Crap I sold my PANW too soon yesterday
PANW. has me convinced insiders know something.
I've been in PANW for several days (up almost 10k), easing into NET and ZS... looks like NOW might break out... it had a good day today, so I will probably buy 1 NOW leap call tmrw at open... i think its time. Sold some GOOG to move into software.
PANW casually up 47% this month roaring all the way back from the massive dilution in November. Wonder if it's going to run from here or shit the bed.
What changed this year vs last year? PANW ripping
Bruh PANW is finally flying. Been a long time coming for that thing.
PANW = Momentum - I'm up $3500 today... wtf, just added the short dated calls this am. Anyone? I never or barely see the ticker mentioned here. https://preview.redd.it/1fx4tiqs941h1.png?width=920&format=png&auto=webp&s=5b1fe3987ac420bf1606305531e491dc702f812c
ZS/FTNT/CRWD/PANW one of these has yet to run and has er coming up within 2 wks...
For the first time Axios recommend a stock PANW today for some reason and it sent its share to ATH
What's everyone's take on SaaS? Are they still rich at 80-110 PE? I traded quite a few PANW and CRWD calls in March but haven't really looked back since. They were just monthlies and I turned them quick. The sector seems to be moving up and to the right since then. Anyone playing any ETF's or individual stocks? I'm looking at Jan 27 CIBR calls.
Axios now doing stock picks. Said to buy PANW for some reason. That's why it's going higher
Held PANW like an ess in one of my positions for over an year have barely to show for it
Axios now reporting on stocks. See PANW
PANW has been a solid sleeper.
PANW looks like a promising hold.
Sending in my AI slop producer to engage with yours. "Kinetic divergence" and "cash-generating physics" gave the game away early so figured I'd just match the energy. **The 25x FCF multiple is asserted not derived** — that's the pillar of your +100% upside. CHKP cost of equity at risk-free 4.30% + Damodaran ERP 4.33% + sector beta \~1.05 = 8.85% Ke. With terminal-g 1% (already generous given the +3% FY26 revenue guide), implied capitalization is FCF / (r-g) = $1.234B / 0.0785 = $15.7B EV — below your current $14.16B operational EV. To hit your $30.85B target you'd need WACC \~5% or terminal-g \~4-5%. Neither is defensible for a 6%-grower whose products+licenses line just printed -3% YoY. **The 17% FCF growth has a one-off in it.** From CHKP's Feb 12 2026 Q4 release verbatim: >"Tax rate reduction, updated tax provisions and a tax settlement, resulted in a benefit of approximately $1.90 to GAAP and Non-GAAP EPS." That's the $66M Israeli tax-authority settlement covering 2016-2020 (20-F Note 11b, page F-42). Strip it and underlying FCF growth is closer to 8-10%. **The margin compression isn't framework noise — it's mgmt's own admission.** GAAP op margin: 37.2% (FY23) → 34.2% (FY24) → 30.5% (FY25) → 27.7% (Q1'26). 950 bps in three years. From the FY2025 20-F Item 5, page 41 verbatim: >"In 2025, our operating margin was 30% compared to 34% in 2024. The decrease in our operating margin was primarily due to an increase in our workforce related expenses, cloud expenses, stock-based compensation expenses and amortization of intangibles expenses in related to our acquisitions." That's CHKP acknowledging the compression is structural — Lakera + Cyata + Cyclops + Rotate + Veriti acquisition amortization plus rising cloud opex. Your $1.234B FCF anchor is backward-looking. Forward FCF through FY27-28 looks flat-to-declining at this rate, which doesn't earn a 25x multiple regardless of "software" framing. **The products+licenses line is the share-loss footprint.** Q1 2026 products+licenses revenue $110.8M vs $114.1M Q1 2025 = -2.9% YoY (Q1 2026 6-K Statement of Income). Same quarter PANW Strata NGFW grew product revenue +16% and FTNT product revenue grew low-double-digits. Your "kinetic divergence" framing bundles this into "+5% total revenue" by netting it against subscriptions +11%. The market is correctly pricing the actual share-loss data that just printed. **Buyback IRR check.** Per the 20-F Item 16E: 6.8M shares repurchased at \~$206 avg in FY25 ($1.4B total). Tape is $115. -44% IRR on FY25 buybacks alone. The $2B convertible issued at $191.10 reference price (Dec 3 2025 per 20-F Note 10) funded part of this. Cumulative $17B looks great in a presentation but marginal IRR over the last 18 months is deeply negative. Mgmt has been buying through the de-rating and missed the signal. **The convertible's capped-call caps your rerate upside.** From 20-F Note 10: >"$2.0 billion of 0.00% Convertible Senior Notes due December 15, 2030; conversion price approximately $243.65 per ordinary share (4.1042 conversion rate per $1,000 principal); capped call initial cap price approximately $334.43 per share (75% premium over the $191.10 reference price on December 3, 2025)." So even in your bull case where multiple recovers and stock doubles, dilution kicks in around $334 (8.2M shares of conversion exposure, capped-call covers the bottom 37%). Limited-upside / full-downside asymmetry — one structural reason the discount may stick rather than mean-revert. I'm not arguing CHKP is a bad investment — watchlisting it myself with entry around $95-98. But the $33B target rests on a 25x multiple that isn't defensible at CHKP's actual WACC + growth profile, and the FCF growth headline has a one-off baked into the YoY comp. (My slop producer would also like me to note that "fundamental gravity pulling the price" is not, in fact, a thing.)
Sending in my AI slop producer to engage with yours. "Kinetic divergence" and "cash-generating physics" gave the game away early so figured I'd just match the energy. Substance below regardless of how either of us got it onto the page. The 25x FCF multiple is asserted not derived — that's the pillar of your +100% upside. CHKP cost of equity at risk-free 4.30% + Damodaran ERP 4.33% + sector beta \~1.05 = 8.85% Ke. With terminal-g 1% (already generous given the +3% FY26 revenue guide), implied capitalization is FCF / (r-g) = $1.234B / 0.0785 = $15.7B EV — below your current $14.16B operational EV. To hit your $30.85B target you'd need WACC \~5% or terminal-g \~4-5%. Neither is defensible for a 6%-grower whose products+licenses line just printed -3% YoY. The 17% FCF growth has a one-off in it. From CHKP's Feb 12 2026 Q4 release verbatim: ▎ "Tax rate reduction, updated tax provisions and a tax settlement, resulted in a benefit of approximately $1.90 to GAAP and Non-GAAP EPS." That's the $66M Israeli tax-authority settlement covering 2016-2020 (20-F Note 11b, page F-42). Strip it and underlying FCF growth is closer to 8-10%. The margin compression isn't framework noise — it's mgmt's own admission. GAAP op margin: 37.2% (FY23) → 34.2% (FY24) → 30.5% (FY25) → 27.7% (Q1'26). 950 bps in three years. From the FY2025 20-F Item 5, page 41 verbatim: ▎ "In 2025, our operating margin was 30% compared to 34% in 2024. The decrease in our operating margin was primarily due to an increase in our workforce related expenses, cloud expenses, stock-based ▎ compensation expenses and amortization of intangibles expenses in related to our acquisitions." That's CHKP acknowledging the compression is structural — Lakera + Cyata + Cyclops + Rotate + Veriti acquisition amortization plus rising cloud opex. Your $1.234B FCF anchor is backward-looking. Forward FCF through FY27-28 looks flat-to-declining at this rate, which doesn't earn a 25x multiple regardless of "software" framing. The products+licenses line is the share-loss footprint. Q1 2026 products+licenses revenue $110.8M vs $114.1M Q1 2025 = -2.9% YoY (Q1 2026 6-K Statement of Income). Same quarter PANW Strata NGFW grew product revenue +16% and FTNT product revenue grew low-double-digits. Your "kinetic divergence" framing bundles this into "+5% total revenue" by netting it against subscriptions +11%. The market is correctly pricing the actual share-loss data that just printed. Buyback IRR check. Per the 20-F Item 16E: 6.8M shares repurchased at \~$206 avg in FY25 ($1.4B total). Tape is $115. -44% IRR on FY25 buybacks alone. The $2B convertible issued at $191.10 reference price (Dec 3 2025 per 20-F Note 10) funded part of this. Cumulative $17B looks great in a presentation but marginal IRR over the last 18 months is deeply negative. Mgmt has been buying through the de-rating and missed the signal. The convertible's capped-call caps your rerate upside. From 20-F Note 10: ▎ "$2.0 billion of 0.00% Convertible Senior Notes due December 15, 2030; conversion price approximately $243.65 per ordinary share (4.1042 conversion rate per $1,000 principal); capped call initial cap ▎ price approximately $334.43 per share (75% premium over the $191.10 reference price on December 3, 2025)." So even in your bull case where multiple recovers and stock doubles, dilution kicks in around $334 (8.2M shares of conversion exposure, capped-call covers the bottom 37%). Limited-upside / full-downside asymmetry — one structural reason the discount may stick rather than mean-revert. I'm not arguing CHKP is a bad investment — watchlisting it myself with entry around $95-98. But the $33B target rests on a 25x multiple that isn't defensible at CHKP's actual WACC + growth profile, and the FCF growth headline has a one-off baked into the YoY comp. (My slop producer would also like me to note that "fundamental gravity pulling the price" is not, in fact, a thing.)
You get an idea (I think enterprise companies are going to spend a lot more on cyber security due to AI) ok now who is going to benefit, search for those companies (CRWD PANW, ZS) then when do you think it's going to happen? Then according to your risk tolerance, buy shares, options based on your theory, etc.
I sold a fairly substantial position in PANW yesterday for a small gain....yep, that was me missing out on a 7% pay day this morning...I fucking knew it too, should have kept a small position.
Cybersecurity will be the winner of 2026 NET CRWD PANW
Anyone know why PANW is going up?
(Not a licensed advisor) But I’ve been wheeling KO, SBUX, PANW for more IV.
NOW is going to be the first enterprise AI play that returns value, RBRK for resilience and rollback for the slop machines, PANW for securing enterprise networks from the slop machines, NET for deploying the slop machines
not financial advice, but I rely on IVV, QQQM and IXUS to provide the ballast for my portfolio. but my largest individual holdings are AMD, NVDA, PANW and CRWD. I work with data scientists and they clued me in pretty early about what was going on. going forward, I'm interested in seeing how biotechnology, nanotechnology and robotics play out, especially with any potential AI tailwinds, so I'm keep an eye on those.
# Technology (7 stocks)Equal-weight: +5.60% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**ANET**|Arista|$130.73|$172.47|\+31.93%|$175.00| |**AVGO**|Broadcom Inc|$340.74|$418.20|\+22.73%|$475.00| |**CRM**|Salesforce Inc|$263.97|$180.18|\-31.74%|$365.00| |**GWRE**|Guidewire Software|$207.42|$136.62|\-34.13%|$300.00| |**KLAC**|KLA Corporation|$1264.02|$1900.00|\+50.31%|$1485.00| |**PANW**|Palo Alto Networks|$189.49|$182.90|\-3.48%|$235.00| |**SNPS**|Synopsys Inc|$481.24|$498.54|\+3.59%|$650.00| |**Category Average**|—|—|**+5.60%**|—|
|**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|
Cybersecurity about to move much, much higher $NET, $CRWD, $PANW
Just imagine a 1-2% drop on the following day, might ended up 30% or more drop for the industry after this earning call SAAS EARNINGS CALENDAR - Q1/Q2 2026 -------------------------------------------------- COMPANY TICKER EARNINGS DATE (2026) -------------------------------------------------- ServiceNow NOW April 22 (Reported) Microsoft MSFT April 29 Atlassian TEAM April 30 Twilio TWLO April 30 Palantir PLTR May 4 (Estimated) Datadog DDOG May 7 Cloudflare NET May 7 HubSpot HUBS May 7 monday.com MNDY May 11 Palo Alto Networks PANW May 19 Snowflake SNOW May 20 (Estimated) Zoom ZM May 20 (Estimated) Workday WDAY May 21 Intuit INTU May 21 Okta OKTA May 26 (Estimated) Salesforce CRM May 27 (Estimated) Zscaler ZS May 28 CrowdStrike CRWD June 2 (Estimated) Adobe ADBE June 11 --------------------------------------------------
Currently looking at PANW for my next degenerate trade throwing money I dont have in options lets gooooo
How about PANW and CRWD, those are my 2 long positions in this area.
Excuse the digression, PANW and CRWD has more to worry than Figma
NOW MSFT ORCL Underrated maybe OKTA CRWD RBRK PANW cyber stuff Ai makes security so much more important but shares is better for that imo
Watching PANW and CRWD into tomorrow. Bloomberg dropped the Mythos testing piece today — banks have confirmed it works, enterprise security disclosures start rolling in next few weeks. These aren't "AI disruption" puts like IGV. This is "your entire product thesis is being stress-tested by a model that bypassed every major OS and browser in internal testing." CRWD dropped 30% on an outage in 2024. An outage has a fix date. This doesn't.
Lol PANW is weak as shit, easy puts
Lmao same boat, tried going short on PANW and threw UNH calls to hedge. Cut those PANW puts real quick 😅
PANW 155p lol 😂 woke up to it deep itm
This morning I bought 1 share of CNSWF more of Topicus and started positions in NOW and MANH. I also bought just a tiny bit more of SAFRAN, V, PANW and CRWD. I have sold some S&P index and used up my remaining dry powder to fund the above. No matter what happens in the next few months, I don’t think long term I will lose.
Only if I fucked up buying Axon and PANW last week.
yup I have PANW puts and hoping they aren’t touched by this green dildo.
I do lol Also feeling good about the MU calls I cashed in last week. Will see about PANW puts for this week
Boys, big win today. Entered PANW 155p for .16 ea at the close on Thursday, woke up to $400+ free buckerooos off that. Saved my degen port 😂 we're back to a $1,000 start $10k next
Bro I saw he literally put the ticker and thought that was wild, should have bought but instead got clapped by PANW, long 3 avg downs deep
Left it alone. Instead added to AMAT, AMD, MRVL & NVDA from last April to the end of '25. Have now been adding ORCL, CSCO and will see if PANW heads lower and then add to them as well.
Kind of disoriented by all that’s going on and so many dips. After accounting for valuation and me not knowing the future —— I have conviction in PANW.
LETS FUCKING GO! I got PANW 155p for .16 yesterday, I just woke up and they're 3.50 each holy fuck!!!
FSLY getting absolutely slaughtered NET PANW SNOW DDOG NOW CRWD DOCN
I've definitely been picking em lately. A third of my port is AXON, got a bunch of NET and PANW, and PTIR just because normal losses on Palantir weren't enough for me lolol
All the makings of a capitulation in software. Still wouldn’t buy MSFT here. But some of the others may see a nice turnaround later in the day. NOW, SNOW, DDOG. Or ZS, PANW if you want to play it with cyber
Insane. Might scoop some PANW here.
WTF is happening with PANW?
we need a cleanup on aisle my pants, PANW -> 200 btw
Both are probably strong plays. PANW has been beating CRWD stock lately though. Much less volatile too
MSFT, PANW, PLTR, ORCL, IBM and many other tech stocks were down today after yesterday's euphoric rise. Nobody's optimistic, it's more of a wait and see attitude. Remember who's in the White House along with his pet imbecile Hegseth.
i don't have their pe memorized but according to opus this is how the igv top 10 pe looks rn: PLTR Palantir 9.00% 238.0x / 116.3x fwd MSFT Microsoft 8.36% 23.3x / 19.5x fwd ORCL Oracle 7.98% 25.6x / 18.7x fwd CRM Salesforce 7.21% 23.8x / 14.2x fwd PANW Palo Alto 5.77% 91.4x / 42.5x fwd APP AppLovin 4.75% 44.9x / 23.6x fwd ADBE Adobe 4.58% 15.3x / 9.7x fwd INTU Intuit 4.43% 29.5x / 19.8x fwd CRWD CrowdStrike 3.87% N/M / 72.7x fwd NOW ServiceNow 3.73% 66.0x / 25.0x fwd so you're wrong even using trailing pe
AI apparently eating all SaaS lunch even though PANW and CRWD shouldn’t be bundled up with them.
I definitely bought PANW and now have biggly regrets.
Cramer with that kiss of death on PANW/CRWD
I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!
CRWD/PANW up on that Anthropic news.
Thanks for pointing this out. PANW is in a good position with CyberArk
Many of the big players in the sector were undervalued last friday. PANW CEO bought shares there too.
Ai said. Smart money: trims risk before speech or hedges (puts / VIX) Degens: gamble on direction (you with PANW puts lol) How the fuck did it know I had panw puts
I’m buying the fast growing, high margin, debt free, name brand, large cap technology companies with an average PEG around .9 being bought right now by insiders, the companies, Tom Lee, Dan Ives, & Stephanie Link, that are all UP\^ over the last 7 weeks (and today), after being cut in half the 7 weeks before that, whose efficiencies the AI they’re integrating will probably grow. NOW CRM APP VEEV ADSK WDAY. Hell, toss in PANW, TTWO, INTU, and a flyer on DUOL. Every one UP\^ over 7 weeks after getting nuked. Oh and this hidden gem called Microsoft.
I ain't buying shit until I see some upticks for a sustained run. If I don't get in at the absolute bottom, so be it. If I miss a few points while a stock is going up, so be it. Besides, I don't care if you graduated from Harvard Business School, Wharton or Stanford Business School, with this current Iranian debacle showing no immediate signs of letting up, nobody can forecast the bottom. Currently looking to add more shares to my ORCL, MRVL, GOOG and PANW. Not quite yet.
yet somehow that piece of fucking shit PANW is up 4% today LMAO
Every few weeks, a STAGGERING AI NEWS drops that will SHATTER CYBER SECURITY FOREVER. Following that, cybersec stonks such as CRWD or PANW drop 5%+. A few days pass and amazingly, these companies are still profitable and NOTHING CHANGES, so the stonks go right back up. Cool shit, we can earn a shit tone of money through this simple trick, so keep an eye out Peace.
PANW CEO trying to suck us in with the “I’m Buying Shares “. We seen how that goes lately.
I know right. Duh, 2000, 2008, 2020, 2022 and even last year's short-lived April tariff nonsense. Unlike the dot.com/tech bubble burst, there are too many companies with much better balance sheets, earnings reports and most importantly product. For those nervous about individual stocks, either go with stable etf funds or the xl index funds. I think another 10-15% drop is entirely possible, but a rebound will eventually take place. The sky ain't falling. P.S. I'm not a MAGA-loon, I think Trump is as non-presidential as you can get, but where to put your money? I'm playing it relatively safe for now, I opened a 3 month CD at 4% apy. Matures in May, I think by then (I hope by then) the Iranian debacle is in the rear view mirror, and I will get back in. I sold my XLC, XLY and bought 300 shares of NVDA @ 175. Can't run scared, I'm currently looking to add ORCL and PANW. Not happy with the current state of events, but chicken little's predicting a 30-50% correction are need to get out and go the beach.
Man I hear this guy loud and clear. KTOS @ 98, NBIS @ 101, PANW @ 167, CRDO @ 115, IREN @ 46. Taking a beating. These are investments. I don’t day trade or swing trade.
Kinda high risk stuff there broski. These are large positions😬?? My polite suggestions: I personally think the smart risk currently is housing (XHB), airlines (UAL, AAL) but the real juice is Microsoft(!!!!) & top tier enterprise software (NOW, VEEV, CRM). Software generally is dirt cheap so cyber like PANW & CRWD. And video games, they’re software too, so TTWO. NVDA, META, AMZN getting too cheap. Software, housing, airlines for a trade only. Hold core positions in NVDA, AMZN, 1/2 position in META. Hope google, avgo, tsm aapl crash so u can load up.
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.