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
I have 4% PANW in my portfolio as growth play and believe it will beat the index for years to come. The business seems very consolidated while still growing fast and offering a broad rango of products in cybersecurity. PE is over 100 but forward-PE is 51, which is in the same range of past years so I don’t think its overvalued when you think of how much it can still grow. Its actually one of the more stable stocks of my portfolio, taking less of a dip than others in market downturns..
You might see companies pivot away from “best of breed” to “good enough”, for instance dropping CRWD for MSFT or dropping PANW for CSCO/FTNT
B2B companies, which is what those are, are good long term. It's hard to build software like that and then getting a customer base is even harder because it's cyber security so it has a very high "prove it and I'll buy it" factor which makes it somewhat more resistant to the high disruption cycles you see in consumer software. On the other side, as businesses begin to feel pressured by tariffs, they will begin to cut spending, and slow expansion. Crowd and Palo Alto will be cut later, but that doesn't mean they won't see a drop in revenue. If their customers see revenue decline, there may be downward pressure on contracts. CRWD is as expensive as it's ever been, and PANW is still very high, at what it was last fall pre election. If it were me I'd wait for a better price point, one will likely appear. Or at least wait for the instability to reduce. If you'd asked this two or so weeks ago when they had dropped down significantly, that would've been a different story
CRWD is a solid company, besides that hiccup all the way down to the low 200s. I own it, and it acts like a volatile growth stock. Right now, it might be too expensive. Hit 4 dollars off its 52-week high today. I would wait for a lower entry, or run a CSP. People like PANW. I own it too, but trimmed. It hasn't moved alot for me. It acts like a grandpa compared to CRWD. So I sold and used the money to buy better companies.
Idk why you were downvoted to hell but i await the DD. I remember when you killed it with PANW last year on puts for earnings
I expect good numbers from banks in the second quarter from all this volatility. The second half of the year will see outperformance in software (I'm in PANW and NOW) as those contracts are typically stable in a downturn.
Cybersecurity will be the winner of 2025. Buy $NET, $CRWD, $PANW
Nancy Pelosi the Queen. The PANW investment could almost be back to its ATH.
PANW calls 5/23 bought just after the dip
PANW buying stuff with AI in the name and no mooning... remember when that would have done something ... what is this market? ISN'T AI THE FUTURE !
PANW stock of the day
Yeah so one case was PANW...the back month was 2+months out...it was comparable to the IV 6+ months out so I figured it wouldn't change. However, it dropped from 45% to 30% in the back. That destroyed the trade, as well as the price didn't move after earnings. But it seems like more often than not when people use these as a vol crush play, the move is within the expected range, and the back doesn't move much.
thanks for the tip. I'm looking less at cybersecurity as a subfield and more generally at software/cloud computing. I've got some ORCL but they might be flat over the next little bit, NOW is printing right now, I'm less than keen on CRM at the moment because I am wary about their subscription numbers, and PANW is the last on my list. Between those 4 I am not sure which one I want to turn into a complete position. I expect software to really ramp up in the second half of the year and stay that way for the next 2-3 years. I think that is where outsized earnings will be, especially if we tip into a recession (locked in contracts and whatnot).
PANW is about to hit a bearish cross of 50-day SMA crossing below the 200-day SMA. Interesting.
I'm not kidding when I say the only way to make money for now is to watch what DJT posts on Truth Social. If DJT says to buy then buy. The days of fundamentals like PE and insider buying are so gone. Ticker symbols I'm buying up: IPI, MOS (minerals that farmers need and both of these companies are heavily domestic regarding their minerals so no tariff issues - both have other reasons to more than double in the next year) Also I'd suggest buying up gold, silver and copper ETFs. Look into cybersecurity stocks like NET and PANW. Cybersecurity is going to be a huge need in the coming years. Powell will not ever lower interest rates unless we achieve an equal or less than 2% inflation rate for a period of time. Powell does not realize the days of 2% inflation **are gone**. So I could see us, short of having a trade war induced recession/depression, have no rate cuts until well into later in 2025. Even then it is a loose loose because that means the markets have probably slid another 10%. I'm not kidding by the way when I use the word depression. People have no idea our interconnected our world is regarding things. These tariffs, even the mention of them, will have lasting implications. I expect other countries to start trying as much as possible with their closer allies and within their own countries to try to build and farm what we export. There may come a day when we try to rebuild the relationships but that day may not be possible because we will not be seen as a superpower to be trusted again. That and the fact nobody is having kids, people are living longer who are already alive, etc... Yeah the next several decades do not look super positive.
Everything is a bloodbath but for the 3 companies of choice do Rhinemetall, Gold, and MP Materials. The food should be Dollar Tree (if not allowed do DG or CPB), then for oil do BHP group since it goes mining. Tech stocks are really bad, invest in something that's recession proof like cyber security, PANW (Palo Alto Networks), and for health just choose United healthcare
CVE program funding stopped. Calls on CRWD, PANW, FTNT
I've got things I'm considering but I'm staying on the sidelines for a bit. I expect software to outperform in the second half of the year so I'm trying to load up on ORCL, NOW, and CRM, but I already bought AMAT and PANW at the beginning of the week so that is enough risk for me at the moment.
Idk what to buy so im mostly buying SCHG, but also a little ASML, AMZN, RYCEY, PANW
I think my intermediate-term strategy is going to be in software/cloud and AMAT. Looking at PANW, NOW, CRM, and AMZN specifically. Might increase my position in ORCL too. I think we might see increased demand for cloud space which positions GOOGL and MSFT along with ORCL and AMZN as companies look for AI augmentation over the next couple of years. AMAT is just a super good buy, I might build them into my largest position.
well I scooped up ORCL, PANW, BLK, and JPM on the dip. not bad.
I grabbed the PANW puts near the top today and the WMT puts roughly an hour before close just because of the chance of the china tariffs being locked in tonight.
The hard part is finding stocks with reasonably priced puts that aren't IV up the ass. I have PANW & WMT puts for tomorrow
Lol people here still commenting "lemme buy Google" when you now have a discount on dozens of other quality stocks: nu, PANW, crwd, GEV, crm, axon, nflx, intu, amzn, Uber. Google will be the last to recover
Before anyone tries to pick up Google here, I think you should reconsider. Google is the pick everyone seems to go for in times like these but please reconsider. Here are just a few names that are less finicky: PANW, AMZN, CRWD, CRM, META, WDAY, INTU. Google is a value trap
there's a lot more, far overpriced trash than PANW that did just fine
any reason in particular PANW went down 6 fucking percent today? can't find anything anywhere
No, I didn't. The original comment was PANW is getting beaten down and someone replied saying "Nothing makes sense. A single tweet from an analyst can tank a trillion dollar stock for no apparent reason." So they seemed to be implying PANW was a $1T stock. Which threw me off because I wouldn't have guessed PANW was anywhere close to $1T. >...when I saw $1T. Is referring to me seeing the commenter above say it.
You made me look. I was shocked PANW somehow snuck into a trillion dollar MC without me having any idea lol
PANW still looks to expensive to me, What is everyone's thoughts
MRVL and PANW back in a good spot to add.
Wiz makes a good product, but they are very far from CRWD and PANW. It's tough to grow with a niche product; a typical pathway is stagnant growth, poor share price peformance and possible buyout. But selling now is striking when the iron is hot.
Many interesting things said here Agree with Breezer D The amount of cash flow generated by the magnificent 7 is truly extraordinary. I don’t see many people running from their iPhone , or apple, Netflix is embedded in our world,I watch YouTube regularly, NVDA still dominates 90% of their world with 70% margins,Broadcom and their individually designed chips, Msft and their subscribers, JPM , GS,MS…what banks have more powerWFC?BAC?……Huge amts of venture capital still pouring into AI Security world CRWD,PANW?…..please everyone that’s bearish ,please continue to sell I’ll be there to buy your shares There is such a thing to be neutral Go long and short
This sub loves just regurgitating the same mag 7 names over and over lol. Names I like: PANW, CRWD, URI, LMT, VST, and MRNA
PANW is lookin good. I'd like more WM, what a stable company. I admit I haven't kicked the tires on AMD.
+1 for GOOGL, AMZN and MSFT. Plus PANW, CRM and NOW. Oh and I might be crazy but I bought a little BA.
CRWD, PANW, Zscaler
PANW calls 220 coming soon
PANW is cooked to bounce!!
Yeah they are great until you have one over earnings release with the stock going the opposite direction from what you want. Max loss and sometimes you can’t even roll out of it if the stock price changed too much. Oh and when you are trying to figure the roll out someone exercises their option. One time I ended up with $130,000 worth of shares of PANW and my 5 long puts on a 50K account. That wasn’t fun!
Have fun losing thousands moar with lame tech cumpennies like NVD🅰️ℹ️, AVGO📶, & PANW🌁 All have worse YoY performance than 🎮🛑’s stellar +65% 
Awesome! I sold my PANW recently but I'm keeping CLMB for the long haul
PANW is a good buy I think. I'm trying to build out a position.
PANW bounce needed 
S is another endpoint provider. PANW is still predominantly enterprise to cloud.
So who's getting the customers? PANW?
Mmmm goodstuff. I got SMCI, AVGO, PANW and V cooking. The real value is UNH at 477 though.
MRVL, AMD, AMAT, NVDA, PANW, GOOG, FB, AMZN, ORCL etc. not going anywhere. Save into cash reserves, 2 month cd @ 3.5-4.0% and then buy when the uptick starts. You may not get in at the low point, but at least you're in.
Did Nancy buy the dip on $VST? And will she release her trades tomorrow or Friday like she did when she took a hit on $PANW? Only other time she has filed her trades within 2-5 business days.
NVDA, GOOG, PANW, and Cash to wait. Godspeed lads.
PANW 1 year chart is absolute sex. It’s gonna jump off that 100 day MA hard
Very wrong - you just aren't informed. MSFT PANW TTD UPST CRWD GOOGL have been using AI for years - there are more I just listed a few that came to mind first. It was only ChatGPT that made the general public AI aware at some capacity.
AAPL NVDA AMZN GOOG WMT PANW V BRK.B GILD IBIT bitcoin etf IAUM gold etf Looking to make my porfolio something like this. Should I go even % across tbe board?
ANET VNET OKTA CELH and maybe MDT if it pulls back to 87 and PANW if it pulls back to 185. Hoping for a very strong March. TSLA also reaching a low enough point to consider buying
I’ve been doing this with a few companies for a few years. PANW is my most frequent play. It was down 10% post earnings and split a few weeks after Oct earnings. I use a Similar strategy, but a big factor for me is the relative strength about 4-6 weeks prior to earnings.
* **Palo Alto Networks** ([**PANW**](https://investorplace.com/stock-quotes/panw-stock-quote/)) is down 25% this morning as its guidance disappointed analysts. * Other cybersecurity stocks like **Crowdstrike** ([**CRWD**](https://investorplace.com/stock-quotes/crwd-stock-quote/)) and **ZScaler** ([**ZS**](https://investorplace.com/stock-quotes/zs-stock-quote/)) **fell in sympathy**. Just ridiculous get a fucking grip, I should have taken profits while I could.. LEAPS on Palo Alto? > Palo Alto CEO Nikesh Arora said the outlook was based on Palo Alto’s own decision to become a full security platform, not a lack of demand. The company is forging ahead with [plans to add](https://www.cnbc.com/2024/02/20/palo-alto-networks-shares-plunge-after-company-cuts-billings-revenue-guidance.html) artificial intelligence (AI) to its offerings. >Palo Alto is considered the cybersecurity leader, so its sniffles gave the whole sector a cold. Even stocks that are somewhat outside security fell. **Okta** (NASDAQ:[**OKTA**](https://investorplace.com/stock-quotes/okta-stock-quote/)), which does identity management, was down 3% overnight. Nancy and MTG did Ok though! [https://www.instagram.com/reel/DFYqbPky8WN/?utm\_source=ig\_web\_copy\_link](https://www.instagram.com/reel/DFYqbPky8WN/?utm_source=ig_web_copy_link)
PANW, ORCL, MRVL, AMAT, AMD. MRVL reports earnings on 03/05.
HOOD RKLB CRWD PANW NVDA AMZN C VRT plus a couple others
Hi everyone, this is my portfolio, I've started investing last year, I'm 30 and take in mind I don't live in the US. * SPY 50% * PLTR 10% (was lower but grew when it skyrocketed) * AMZN 9% * MSI 8% * QQQ 7% * PANW 6% * MELI 4% * ISRG 3% * NVDA 3%
Two recent examples: ALAB and PANW. Both had decent (if not good) earning reports, both cratered afterwards. A week later both stocks are mooning on no new news whatsoever. There's some dip buying, sure, but that can't explain everything. It's almost...almost as if somebody planned it to make no sense whatsoever.
Comes a point where it’s hardly worth bailing and you might as well hang on and hope for a miracle comeback. Only you can make that decision, though. I had some PANW Feb 21 195 calls that were completely in the tank in the middle of last week - down 85%, I think, at the open on the morning after they reported. I mean, my position was down over $5K. Bad. I considered getting out but for the ~$500 the position was worth, I thought ‘F this, I might as well let it ride.’ Lo and behold, it had come back by the end of the to not far from where it closed the previous session, and then today it took off in the morning and had a great day. I could have held on and hoped the stock could rally more, but the options expire in three days and didn’t feel like sticking around due to the way PANW gets beaten up for no reason sometimes, and I pulled the ripcord with only a $500 loss on the whole thing. I don’t feel good about the loss, but things turned out way better than I thought they were going to. I’m not saying that GOOGL can do the same thing, but your options still have over 2 weeks until expiration and it *might* be worth waiting a little. Again, only you can decide what the best move is. FWIW, I thought the drop in GOOGL was overdone too and I started a position the day it dropped, except I have to be a little more conservative since I’m retired so I bought Jan 27 200 calls 😁
PANW, you’re my only friend 💙
I lost 9.7k (calls) for PANW earnings. Since then ive made back 8k from a 10k stake on calls for March. I think PANW has more to go ($220 target). Maybe will play ANET the same way
Prob gonna rally for two weeks after this. Look at PANW after earnings.
PANW, PLTR, and HIMS are all doing well for me. I’m very much a novice at all this so I take it with a grain of salt. HIMS though… +239% at 12% of my portfolio but I’ve been in for a while now. It and RDDT are my winners. I also have a scheduled bi-weekly buy for NVDA. I’m finding the small but steady purchases are working out for me as an amateur.
Need PANW to do something today
Yeah I got march exipry calls. Damn didnt see that PANW recovery. I had a call and it got fucked lol.
Their earning is next Monday, Feb 24. And since Queen has bought in, it will pump, if it dumps, I am buying more. Lessons from PANW
Solid write-up, but the bull case is stretched. QNX isn’t a high-margin growth engine. It’s embedded software with low incremental revenue. Automakers aren’t paying SaaS multiples for this. IVY has zero meaningful revenue. Saying it should trade at 10x sales is wild when sales don’t exist yet. Partnerships don’t equal cash flow. Cybersecurity is stable but not exciting. $350M in revenue isn’t moving the needle when real players (PANW, CRWD) are doing 10x that. Market isn’t “asleep” on BB—it just sees a legacy business with some potential but no execution yet. Fair value is $7–$9, maybe $10+ if IVY delivers. But until then, it’s not getting a major re-rating.
Somewhat volatile, yet consistent even through bad swings: Palo Alto Networks (PANW) Marvell Technology Inc. (MRVL) Safer plays: Coca Cola (KO) Home Depot (HD)
New data points to help someone explain to me what I did, whether it was a good play or not, and help me figure out how I can pull it off in the future but with success. I sold to close this week, on 13FEB. Limit price $38 Estimated proceeds $3799.35 Bid $36.10 Ask $37.50 I understand that the call appreciated in value. But I have so many questions. I admit that I had a very small idea of what I was doing in trying to copy Pelosi’s trade, way after the fact. And I’m too stupid to understand the Greek of it all. But I want to make money. Was the premium I paid too much? Would it have been better to hold the option until closer to the expiration date given the stock’s current price? (I followed the NVDA and PANW trades in stocks, not options, and held the entire time, so I know what the power of her trades can be.) Can someone explain the ask and bid price in selling to close. I get it in trading stocks. But I’m lost in the sauce in options. I set it at $40 originally but it wasn’t triggering so I lowered and lowered then finally set a price below bid, and it triggered. But it seemed that the bid and ask affected the estimated proceeds by a $100 here and there. Of course since selling the price is up significantly. I still hold the stock just no longer the option. Thank you to anyone willing to explain this to me.
Bought PANW calls at open. Also have some SMCI leaps that were up.
PANW saved V-day, boutta spoil & slam my waifu
Super pumped I was wrong on PANW, and no I didn't buy puts /s But another day, and another slaughtering on BMY...poor results from trial.
PANW going positive 
Fuck look at that melt up on PANW! Should have added more this morning!!
PANW I LOVE YA 
motherfuckn PANW still fucked my ass
Cybersecurity threats will always persist in a world moving more and more toward digital. I think most people don't realize that CRWD and PANW have been using AI for years - long before ChatGPT brought it into the public spotlight. You can think of them as pioneers in the AI security space and their products are already considered best in class in the industry. Initial stock price boosts were based on rising cybersecurity threats. More recent boosts are probably some injection for "AI plays". CRWD only recently became profitable and the margins are very high . This means the PE will likely come crashing down. Is the stock very expensive? Absolutely. Now make a list of growth stocks that you have higher conviction and confidence of a brighter future - and that will explain why it trades at such high multiples.
PANW 
Buying PANW calls at open was the easiest money.
I'm up bigly on SMCI, flat on GOOG, down bigly on PANW, BIRK, BB, INTC 
I said i wouldn’t do any more gambling today… I lied  And I’m glad I did, up 50% on PANW calls already 
well I got out of mine. bought it at very bad time, around 10:06, it dipped like no other since then, then recovered :) was -30% at some point, so yeah, I'm good if market will go up PANW most likely will recover fully
I don’t know how flair works, but if I could give you some I would. I had a PANW call in my watchlist and was waiting on an entry for it and saw your post and just went and bought 20 of them. Thanks for the heads up.