PANW

Tim_Riggins_

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.

Tim_Riggins_

I just hold stocks. AMD, RKLB, GOOG, SNOW, PANW, NBIs

Engi-near

Park your money for tomorrow, buy the dip Buy AAPL or AMZN calls for earnings Buy month+ DTE calls in: SPY, QQQ, GOOG, NBIS, PANW, MU

dansdansy

PANW baby

norman_smn

$PANW KI Security

IdeaPollinator

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.

hershculez

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.

Nefarious_AI_Agent

PANW wtf u doing mate

saccotac

Release the $PANW!

Mattreddit760

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.

RatherBeInFrance

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.

Tim_Riggins_

AMD, RKLB, SNOW, UNH, PANW are most of the gains

Charming_Squirrel_13

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.

i_eat_babies__

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).

Vivid-Avocado9342

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.

Momba_M

Feel like every politician has PANW

BitterAd6419

Usually they hold for 3-6 months based on my data so far. PANW is up 9 % since last month

BitterAd6419

He bought a month back and PANW is up 9% since then. They don’t do swing trades, usually hold for atleast 6 months. I remember when I copied Nancy pelosi on Nvidia, it wasnt doing well at first and then boom skyrocket

Damerman

Im trying to think of the next company Open AI might have a deal with… it has to be software and data related no? MDB? OKTA? SNOW? RBRK? PANW?

enc-nyc

PANW doing that shit 2nd day in a row

Recent_Register_2952

just a reminder that PANW is super gay

ethereal3xp

>Global AI In Cybersecurity Market Size Projected to Reach $93 Billion By 2030 Due To Frequent High-Profile Cyberattacks Active Companies in the markets this week include iQSTEL Inc. (NASDAQ: IQST), Cloudflare, Inc. (NYSE: NET), Palo Alto Networks (NASDAQ: PANW), Cycurion, Inc. (NASDAQ: CYCU), Deutsche Telekom AG (OTCQX: DTEGY). Cycurion, Inc. (NASDAQ: CYCU), a leading innovator in AI-driven cybersecurity and IT solutions, recently announced an additional $4.6 million in new contracts to be earned over the next year, building on the previously announced $69 million in contracts, for a total of $73.6 million in AI-powered growth across multiple sectors. Leveraging its proprietary AI-enhanced Cyber Shield / ARx platform. https://www.newswire.ca/news-releases/global-ai-in-cybersecurity-market-size-projected-to-reach-93-billion-by-2030-due-to-frequent-high-profile-cyberattacks-811398957.html

enc-nyc

PANW you sonawa PANW, I sold my calls at a loss, damnit

enc-nyc

fuck PANW is squeezing and I sold all my calls

fadytaie

PANW is where it’s at

Critical_Survey_975

Thoughts one PANW at these levels

ProsperiaxFinance

Interesting list. What stands out is that all five names are tied together by secular themes — AI infrastructure (AVGO, MSFT, AMZN), enterprise workflow automation (NOW), and cybersecurity (PANW). Analyst consensus can be useful, but it usually lags price moves. The real takeaway here might be how concentrated optimism is around AI-driven demand across both hardware and software.

SnS2500

Cybersecurity is a longterm sure thing, but individual companies are not. I have had the WCBR and CIBR ETFs, as well as broader software IGV, but now I'm getting my largest cybersecurity action from the SPRX ETF, which holds ZS, NET, CRWD, PANW and RBRK, about 23% of the ETF total in cybersecurity. If I had to go with a dedicated cyber ETF now I'd pick CIBR.

tom-2

$PANW (the cybersecurity company) website hacked? try going to their homepage

Stitch426

But it’s also never guaranteed to give you better returns than an index fund or something that was only 30% off (or less) for a short time. SNPS, CRWV, PANW are some recent examples. Hit hard, but not for long. You don’t even have to wait on a turnaround story, marketing campaign, etc. You can try and swing trade it and day trade it, but the downtrend might have it move away from you too fast before you’re stuck with your money tied up for years. There are TGT, LULU, FI, and UPS bag holders who might never see green again. Each earnings just sends the stock lower as does each negative headline or analyst downgrade. These were all once considered holy grail value plays…. Years later, still red.

Stitch426

So imagine you had done that trade and Google lost their anti-trust case or they got hacked? Imagine they miss an earnings or make an acquisition that investors don’t like. Did you see how far UNH, LULU, and various other companies have fallen this year after simply missing 1 earnings? Then they missed another one. Neither of these companies have made it even close to their share price before that original missed earnings. PANW took weeks to rebound after buying CyberARK. Your margin lender isn’t very patient when trades look like they are getting away from you. You never know how long a stock can stay in the gutter and how far the knife can fall. So you get margin called when the lender gets nervous. You can’t control court case outcomes, recalls, competitors, Trump tweets, tariffs, interest rates, or geopolitical tensions. If you look at GOOG, AAPL, and others. People were tearing their hair out because they had become so range bound for a while. Imagine buying margin on a stock you thought would have a catalyst, and they decide to postpone the big reveal a couple of months. Or their catalyst flops. Remember META suffered a mass sell off in 2022/2023 when all their investing into the metaverse was not well received? You are trusting investment firms, hedge funds, and retail to all pile into a stock no matter what. Not all stocks are like TSLA with quick rebounds. Bad things will happen to cause a stock to fall, and you can’t determine how far it’ll fall or how long it’ll stay fallen. There are people today who may never be able to sell TGT, LULU, UPS, etc for a profit. If they bought on margin before an earnings? Yikes…

IHadTacosYesterday

Why are all the cyber-security companies pumping recently? PANW and ZS in my port have both been pumping nicely, but I'm unaware to the reason why

superbilliam

Well, the competition is very very hot for that. They have loads of direct competition and some indirect, but still focused enough to keep market share away from NTSK. Some examples (yes, it is an AI list, but I did read over it and they all apply and then some). I could find many more: * Fortinet (FTNT): While known for their firewall and network security products, Fortinet has been expanding their offerings to include a SASE (Secure Access Service Edge) platform that competes directly with Netskope. They leverage their existing customer base and broad portfolio. * Cloudflare (NET): Known for its content delivery network (CDN), Cloudflare has aggressively moved into the cybersecurity and SASE market with its "Cloudflare One" platform. Their global network gives them a unique advantage in terms of speed and performance. * Check Point Software (CHKP): This is another long-established cybersecurity company that offers a comprehensive suite of security solutions, including SASE products. They are a major player with a focus on a unified security approach. * Microsoft (MSFT): With its massive Azure cloud platform, Microsoft is a formidable competitor. Their integrated security solutions like Microsoft Defender for Cloud and Microsoft 365 security offerings can be a strong alternative for companies already heavily invested in the Microsoft ecosystem. * Broadcom (AVGO): Following its acquisition of Symantec's enterprise security business, Broadcom is now a significant player in the market, particularly in data loss prevention (DLP) and cloud access security broker (CASB) solutions, which are core to Netskope's platform. * Zscaler (ZS): Zscaler is a major player in the Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, which are key areas for Netskope. They are often cited as a direct and significant competitor. * Palo Alto Networks (PANW): A leading cybersecurity company, Palo Alto Networks offers a broad suite of products, including their Prisma Access SASE platform, which directly competes with Netskope's offerings. * Cisco Systems (CSCO): With their extensive portfolio of security products, including Cisco Umbrella, Cisco is a formidable competitor. They have a massive installed base and brand recognition. * Forcepoint: A global cybersecurity company specializing in data-first SASE and other security solutions. Their focus on data protection and user behavior analysis makes them a direct competitor in the cloud security space. * Cato Networks: This company is a key competitor in the SASE market, offering a converged networking and security platform from the cloud. They are known for their integrated approach to security and networking.

sephirothFFVII

Many companies keep GAAP and non GAAP reports already. PANW is one that is above board but generally talks in non-GAAP terms

Cold_Equivalent_1028

I'd say he is too diverified in just bad stocks. Diversification is good but in good quality stocks. If he wants to stay for the long run and doesn't know anything about investing then an ETF is the best way to go period, no point in dabbling in penny stocks. If he has some knowledge then buy individual good quality companies with exposure across growing sectors: Chips: NVIDIA, AMD, ARM are good options to look at Tech: META, GOOG Stable: Wallmart, Coke Growth: Cyber security PANW Add a few more good quality ones and he will be find in the long run. Obviously do his own research too if he is buying individual stocks. penny stocks isnt a long term strategy

Boston-Bets

Crowdstrike is a CyberSec leader, and CyberSec spending is only growing.... Competes with PANW.

Much_Candle_942

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.

0x4C554C

They've had a big drop since 8/11/25. I'm looking at PANW and FTNT for long term entry into cybersecurity.

cozy_vegetarian

I don't understand why some stocks are pumping indefinitely with maximum autism and others are barely moving (NVDA, PANW)

z0r0

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.

ppkao

lol are we the same person? PANW for me as well. Need to look into COP.

WorkF1r3

I have good success with COP and PANW this year. You?

enc-nyc

PANW fucked me in the ass today... any chance on recovery by Friday or I'm fukked?

enc-nyc

PANW I'm dissapointed in you. Go back to 199 you beatch!

enc-nyc

why SNOW, PANW tanking?

knitekloud

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

goodb1b13

Intel was my 30k banger, then freaking PANW killed me on earnings.

ed2727

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

goulashsoup23

never implied something different, just stating that there seem some narrative to buy PANW.

RutabagaOld5462

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.

enc-nyc

fuck PANW squeezing without me

Vivid-Avocado9342

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. 😆

Zikkafoos

$PANW

corundum9

what's a realistic price target for PANW? trying to decide if i should take profits or long hold it.

ohgodthehorror95

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.

Rice_8

Honestly, looking at PANW and CRWD post earnings moves, cybersecurity industry looks promising and so is SentinelOne. Bought calls

ManBearPig_1983

I thought everyone is at some point. PANW scorched me, so I’m holding plenty of bags RN.

raysyn

PANW ... Check it.

enc-nyc

hopefully PANW can go to 190 or smth by the end of this week, my calls are bleeding

Safrel

PANW and xhill

TypicalInsomniac

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.

Cagostee

My autopilot for Nancy last week bought CRWD with PANW. So CRWD calls it is. Worked for PANW

enc-nyc

well, hopefully this pumps few days more next week before autumn inevitable dump, my PANW calls would like a pump to at least 195

dumpsterfire23_

Who buys puts on PANW when it was literally a BUYING opportunity. You have to be a certain kind of regarded.

dumpsterfire23_

Did you not see PANW? Are you new?

Safrel

I plan to relax until PANW is at $200.

TypicalInsomniac

PANW and INTU fucked me

TypicalInsomniac

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.

Watt-Midget

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.

madrox1

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.

Safrel

Continue to PANW and chill

przebisnieg

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 👍

HangryNotHungry

* Yeah I put profits into PANW instead.

enc-nyc

the only thing ripping is PANW. imagine how much would it rip once market is green.

salty0waldo

PANW holding up really well today.

enc-nyc

sold my PANW calls at open like a pussy

Three_of_a_kind3515

PANW calls?

Tight-Milk-1017

PANW… I think it’s a good long term play.

nateyp123

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….

goodb1b13

I lost about 23k today from PANW. TGT puts hopefully bring me back.

Disblo1977

Same. Made 10% on PANW this morning.

enc-nyc

PANW a very strange reaction to earnings, slow selloff whole day, hopefully it'll go higher following days

nateyp123

My PANW calls boned me..what’s next

Cantthinkofacoolnam

BanBet PANW $200 1w

holeechitbatman

Yes sir. Also got some UNH puts this morning and PANW puts for a 97% off discount. Up 200% on those atm.

Cantthinkofacoolnam

Everything is going to zero. Besides. PANW it’s going to 500

suizman

The burning red by Machine Head. Bye bye NFLX and PANW calls

SodaComa

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.

Three_of_a_kind3515

Anyone start to nibble at PANW calls right now? I just bought some.. hoping for bounce.

BigCold5920

PANW calls printed, thank you Nancy Pelosi.

thishitisgettingold

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%

nateyp123

My PANW calls died :. Not high IV or anything. What happened

suizman

Guggenheim maintain sell at 135 for PANW xDDDDDDD. These news right before open, pathetic

nateyp123

PANW up 6.5% and my call is down

suizman

Hope not being punnished for holding PANW calls before open T\_T xDD

HourLongWeekend

Take profits before I buy my calls. Expect PANW to plummet as soon as I buy in. 👍

Normal-Phase-1252

PANW take profit or keep holding?

ConsistentPost2601

does PANW continue climbing?

Downtown-Raisin8724

PANW to 210 in two weeks?

Ltheman00

! Banbet PANW 200.00 2 weeks