Reddit Posts
I was right about WIRE. I was right about ANF. I haven't been right about DQ.... yet.
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The Freedom of Navigation program and its vital importance to global trade, commerce & the potential implications for investors.
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AMA with VFF and PSF CEO's Thursday, Jan 13, 6pm ET
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ZS This is the Short Squeeze I’m playing tomorrow.
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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]
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Any recommendations for Cybersecurity stocks that aren't overvalued as sh!t?
Ok folks: Give me your top cybersecurity stocks that 6 months from now will outperform the rest.
Ok folks: Give me your top cybersecurity stocks that 6 months from now will outperform the rest.
Why do solid stocks like PANW remain undervalued and other shitty stocks go up in the cybersecurity space?
Why do solid stocks like PANW remain undervalued and other shitty stocks go up in cybersecurity space?
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Cloudflare (NET), OKTA, ZS, CRWD and evaluating security growth stocks using P/S, P/B
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Mentions
I don't disagree. CRWD is great, but ZS has a better risk return profile. It has set the bottom and ready to break out.
Price movement and momentum. The sentiment surrounding CRWD seems to be better, whereas it seems like ZS is losing steam. Just in terms of looking at the charts and the technicals. I've also looked at some of their product offerings, and looked at the overall customer feedback, and they seem to be a highly competent company, comprised of highly skilled, knowledgeable, and experienced programmers and engineers in the field of cybersecurity.
ZS sucks. Buy CRWD instead. This is not financial advice. Disclosure: CRWD is one of my top holdings in my long-term portfolio.
At the end of the day 3:59 pm I bought a random call on a company I never heard of before. 200c 4/5 ZS. wtf is wrong with me
long ZC long ZS i think. but depends on the result. also minor indirect downstream effect on 2H food CPI
End of quarter rebalancing. NVDA has run pretty hot and is much greater proportion of portfolios than folks are comfortable with. You'd benefit from following the money to underrepresented sectors in tech such as cybersecurity ($ZS is my top pick). https://www.reddit.com/r/Optionmillionaires/comments/1bochia/zs\_is\_near\_the\_breakout\_buy/
I think you'll see $BA go back to 180 and then bounce back for good near the earnings back to $230 or so by mid-year. Similar but surer bet would be $ZS. More here: https://www.reddit.com/r/Optionmillionaires/comments/1bochia/zs\_is\_near\_the\_breakout\_buy/
Just wait for one of these to have an ER where they beat, but have modest guidance that Wall Street doesn’t like. It falls 15% or so, and you can buy to ride it back up to equilibrium then sell before the next ER. There are a number of equities that you could have done this with in January but will get the opportunity again in late April. I am currently doing this with LMT and NOC, but it can work with anything that gets an over-reaction. I think there are a lot of people doing that with Cyber stocks that tanked off of mild guidance like ZS, PANW, and S. Buy the dip.
I've been quite the coward this earnings period. Meaning, I've been dumping my calls right before the earnings print. Been 3 for 4. ZS, GTLB, ONON, and ADBE. Only took a small hit on ONON, but so freaking grateful to have dodged on the others.
$ZS bought Avalor at $350 million with cash. 2 things are clear - the company is a money machine and management believes the stock is underpriced and would rather pay cash than dilute.
$ZS to shoot to $400 in a year. Long Jan 2025 options. Earnings to provide momentum.
Who the fuck bought calls on SenintelOne after seeing PANW, ZS, and CRWD (huge AH pump then dump)???? You guys are REGARDED LMAO
What makes PATH different from other software companies like ZS, MDB, GTLB, etc.?
Yeah, I’ve seen. I bought the dip after PANW had earnings and most of the sector tanked. It has been a rough hold through the ZS earnings and CRWD earnings. It’s been a pretty stressful few weeks.
4th time ZS rejected 197 bottom is in till next earnings ![img](emote|t5_2th52|27421)
I feel the same way I might buy some AVGO tomorrow if it can dip 5 percent off it's less than super spectacular earnings. Other tickers I continue to watch that don't seem ridiculously overvalued, but I'd still like them lower than their current price: SNOW ZS PANW DDOG NET
I'm watching SNOW and ZS right now. Also keeping my eye on DDOG and PANW.
In times like these it is easy to forget that selling can and does occur. Bearish sentiment is near an all-time low. When all the bears are gone and all the bulls have placed their bets, who is left to buy? One reason I am cautious is action in some of the leaders like SNOW, ZS, ESTC, WDAY, PANW. The party is becoming more selective. The fact that small caps and biotechs are starting to break out is a positive sign. The Mag 7 has underperformed, which is a positive sign. There are many reasons to be bullish. Reducing exposure as the market rises is simply a way that I manage risk. If the market pulls the rug and we get a gap down and 3% selloff, weeks’ or even months’ worth of gains can be obliterated. Again, not suggesting this is about to happen, but managing risk ahead of time will reduce the pain if it does. A 10% correction is certainly possible at some point, but I think the first pullback off this historic rally is likely to find buyers quickly.
I agree. I find it very hard to believe that it's going to be all sunshine and roses for the next 120 days. I think a 10 percent pullback (at least) is a guarantee. Having said all of that, I might still buy individual tickers if an appropriate opportunity presents itself. I'm currently keeping my eye on SNOW and ZS as potential targets. Maybe DDOG too. But still too rich for my blood, but will keep watching them
Curious as to what’s going on with PANW and ZS tomorrow. Both have had extremely high put volume for March 8 expiration. It makes me think they’re ready to pump.
ZS $225c, March 8 expiry, purchased on Monday and regretted on Monday
I have a growing list of stocks I researched, bought, averages down for a bit maybe, then sold up 30-40%....then they had the gall to just keep going up without me. I think I'm doing pretty well stock picking after about 3 years doing it now but id be doing so much better if I held winners I thought we're good. XPO, BLDR, MNDY, ZS, URI, GDDY I don't think I'm doing it any more but those hurt. Sold most of those in the last year 20-30%+ below where they are now
My dumbass couldn't even wake up in time for market open today. Flash in the pan chance to dump my ZS because of CRWD earnings and I missed it by a few minutes. Sucks to be lame.
How are you planning to play this? No love for ZS today
The only difference is PANW and ZS already had their earnings. CRWD and ZS didn’t yet when PANW reported so people got scared. PANW was the first to go…it’s like follow the leader
PANW: drops 30%, CRWD, ZS drop 15%. CRWD: rises 20%, PANW, ZS go up 2%. #rational market
the stock market is unpredictable for countless reasons. with that out of the way, one of the contributing factors to PANW rising with a positive CRWD earnings call is due to a trickle effect across similar companies in the same business ecosystem. remember that they are both top tier cybersecurity companies. CRWD beat earnings with a positive future outlook. people will associate this positive future outlook not just for CRWD, but for other cybersecurity firms as well. you'll see that sp500 stocks were all down today. but after CRWD's positive earnings call, all other cybersecurity stocks (ex. ZS, S...etc) are up as people's outlook towards the cybersecurity space is now slightly more positive. this is one layer deeper and slightly off topic....this is why even the average joe invested in stocks is eager to hear NVDA earnings. NVDA has been a beast of a stock has business relationships with the top SP500 companies. When NVDA earnings was positive a few weeks back, every tech and semiconductor stock (which make up the top SP500) went up. The worry is that if NVDA under performs, this will have a negative ripple effect to all other firms it does business with, which are tech firms and therefore top SP500 firms. Even if you are invested in VOO or VTI, a very large percentage of the holdings are major stock companies. So VOO and VTI or any other SP500 ETF is going to be swayed by tech and semiconductor stocks heavily.
Obvious? Reddit strikes again lol. What's the next obvious stock Nostradamus? Was PANW, ZS, obvious too?
Decent theory. I just hope crwd doesn’t become the golden child and the market shits on ZS and PANW
It was already priced in. If some regard on here can put two and two together why wouldn’t the market? Missed earnings from SNOW, ZS, PANW was already reflected in CRWD share price. Not to mention CRWD had strong earnings contrary to the expectation set up by other cloud stocks.
Whats the expiry for ZS? Gain should be in the 10% range i think?
Well no system is perfect, but fading sentiment on here seems to win more than it loses. In all seriousness, ZS is a closer comp to CRWD than PANW and their numbers actually weren't bad they just had a bad stock price reaction. Which then got priced into CRWD making an even better setup.
I bought ZS 3/15 210 calls before close. How much would the gain be at open assuming the after hour rally sustains?
I was right on the CRWD and ZS calls . Those are gonna print bread tomorrow.
Yeah, I didn't have the same feeling with CRWD like with the others. The earnings are there, the product is there, people who work with CRWD think highly of them. They have some big contracts as well. And insiders didn't sell nearly as much as with ZS for example.
If you couldn't afford CRWD you could've bought PANW, ZS, or FTNT calls and still made nice money
Where's all of the big brain regards who got CRWD PUTS "OH CUZ ITS GONNA FOLLOW ZS AND PANW" we up boys!
Dude didn’t really seem like he understood the difference between CRWD and PANW, ZS
Yeah man, seriously, and they’re not ZS or PANW either, so I wasn’t worried about the same outlook
and it's sending the other two higher. ZS at +7pts and PANW at +13pts in the after hours.
ZS & PANW going up with CRWD, cybersecurity moving up thanks to CRWD 🔥
Exactly, after watching PANW and ZS both crash post earnings causing CRWD to get pulled under $300.
CRWD bringing ZS up with it lmao
ZS too. I'll take it. A win is a win.
You are literally the only person here who's said that. You don't think CRWD will follow PANW and ZS down the drain? It's been a terrible earnings season for cybersecurity.
CRWD is the black sheep of CyberSecurtity. It offers a better product and platform, and yes it will go up after earnings. I closed my position last week, but re-entering with calls. Like every analyst has a Buy / Strong Buy and price target of $350+. Godspeed to you all, I don't think this one is going to pull a PANW / ZS.
Anyone who thinks CRWD is like PANW and ZS doesn't know SHIT. These trade in sympathy sometimes even though they shouldn't. One's loss is another's gain. Buy on this weekness.
Reverse Iron Condor and call verticals on CRWD. Will put some over ZS too since I’m expecting pullback rally there with CRWD earning.
Yeah, if it follows PANW and ZS, then it'll drop big after release, open slightly up from the drop, IV crush at open then keep going down for the rest of the week.
Yeah... Got crushed on ZS puts last week. This week I'm smarter, buying them at open tomorrow.
PANW and ZS tanked post earning beat. I bet CRWD will follow suit. So calls are the play ![img](emote|t5_2th52|8883)
Every techs got cut, INTC -4% after unboxing high NA machine, ANET , NET, ZS….
Seems most of those comapnies are tanking, PANW and ZS
that's the point. if CRWD tanks, ZS will follow.
My ZS puts printed last time. Good idea
i'm thinking of buying ZS puts for lower premium sympathy play
After buying into bumble and ZS DDs last week I learned to never trust a WSB DD
IV crush won’t matter much for such play since it’ll be offset by shorts. MMM was around 13$. I started with 72-62-59. It was expensive (with low R/R) and hence had to claw back a bit. Did similar play for ZS too: 230-220-217.5 put butterfly which turned out to be great too.
I had ZS puts (CRWD competitor) with 8DTE , the stock fell 5% and my puts still went down 60%. IV Crush can be very powerful . Unless you’re ATM/ITM
I thought I was clever getting in on ZS when it was down $21. It went down another $5 today. I am hanging on crwd earnings tomorrow because it may be the catalyst that launches the sector to normality or it may be the catalyst that buries the sector. I have not idea which way it will go. Volatility skew on zs is -1.7 which is a very bullish indicator. A .45 put call ratio is another vey bullish indicator. Just waiting to see what the reaction to crwd happens to be.
Yeah, CRWD is perhaps different from the other two given that it's #1 in the space, so if any can break that streak and justify the stock price, it's that one. And market is completely offsides for good guidance from CRWD (everyone's expecting a slowdown from them for this year given PANW/ZS). If they say the opposite of PANW/ZS on guidance, CRWD will go up 20%.
I'm still hoping for CRWD to win though, only because I bought ZS after the drop. So good luck to all.
With cybersec in the shitter from PANW and ZS, not looking good for CRWD.
Sorry to hear that man. In the end- it’s gambling of course. You win sometimes and lose most of the times:( I lost on DELL, CRM, OKTA, CVNA. Wins in ZS, FSLR,ZM, WDAY)
sold out of all my ZS positions for 6k loss, CRWD bringing security stocks down seems very likely
ZS beat last week but crashed because of guidance. What is the reason for gitlab?
I felt the same with ZS last week
Matrix-style dodge of two bad earnings. ZS and GTLB. Sold both my calls right right before close like a coward. A lucky coward.
Should sell my ZS shares that i bought at 217.50 to cover my losses or hold, any thoughts?
Bullish on CRWD long term but not playing ER, especially after PANW & ZS….
Of course the degen in me wants to. But I luckily sold my ZS calls before earnings. It was a matrix style dodge.
Anyone bought at ZS last week and still holding?
So many large companies posted good quarterlies and STILL got slaughtered. ZS, Snow, etc. Some related and others obviously aren't. Crowdstrike would need to blow earnings out of the water which I personally can't see happening with lower guidance in related companies. I'm betting on good guidance and a drop. It seems like the market is expecting out of the water reports or things just drop even when they're good. 3/15 285P and 3/8 287.5
honest question, am i fcked after investing in ZS at $217.50 last week? is the stock going to tank more?
honest question, am i fcked after investing in ZS at $217.50 last week? is the stock going to tank more?
I'm planning to buy 305/275 put debit spreads for CRWD earnings, and a few 257.5P lotto tickets. Feels like so much as a fart on the earnings call will tank this like PANW or ZS. Crayons seem to indicate resistance zones at 275, 250, and 200. I base all of this on chicken bones I rolled on the top of a 55 gallon oil drum.
Nervous for CRWD tomorrow given PANW & ZS but not selling.
ZS melting up all day, calls this morning were the move
I’ve cracked the code. Everyone thinks CRWD will go down after earnings bc of PANW and ZS. So instead it will go up. But the market knows we’re going to inverse it, so it’ll go down instead. BUT what if they know we know that they’re going to double inverse it…. So they’re going up instead
Couldn’t make my mind up on em. Sold my calls cuz im scared of another ZS and PANW
Calls on BBAI , MU , ZS , SNOW , COST. MSTR Debit Spread. BBAI - Hype earnings play, very similar to C3 and PLTR MU - huge demand increase for ggdr6 and Nvidia's biggest producer with easy earnings beat. ZS - best earnings and has a lot of buy ratings looking for upside (will benefit from crowd earnings( Snow - might consolidate for a couple more days hope it bounces up 4/19 210c Cost - Membership sharing crackdown + Membership fee increase should lead to pump + potential dividend increase , wallstreet has been really loving that . MSTR - Bitcoin gonna push to ATH easier to play spreads on MSTR and decent profit.
If ZS could hit 230 today that would be cool, then it can die like PANW. I don't wanna be greedy
I don’t want to touch it after PANW and ZS lol who knows which way it’ll go
I feel like CRWD could be the black sheep of the CYBS plays. ZS and PANW both dropped, but if CRWD demonstrates increases recurring revenue growth and solid guidance they’ll pop off.
I would agree....However after seeing ZS smaller than expected drop last week, I am having second thoughts.
With all the bonerschmegs drooling on NVDA and SMCI hear me out: Yes AI is absolute fire right now, but what keeps a fire going when there is rain and windy pelting it? Shelter. Mfin shelter in this case is cyber security. Strong case for companies like FTNT and ZS are the underpriced Call Options. DYOR, but I’m in.
>CROWD It may be tough after the drop from ZS earnings.
CRWD gonna end up exactly like ZS or PANW 🤣
I’m buying all new tires for my house with my SNOW, ZS, and PANW calls this week
I had a ton, but ZS and PANW scared me away. Sold them all Friday.
As someone that had calls, this isn’t looking too optimistic. AI enterprise SASS is taking a beating. SNOW, ZS, PANW… CRWD and MDB have to survive this week
> combined with what happened to PANW and to a lesser extent ZS. Yeah that’s what worries me too, I own a lot of ZS as well. ![img](emote|t5_2th52|31226)
>Is it concerns about forward guidance, or what? Valuations with it's run up, combined with what happened to PANW and to a lesser extent ZS. Even with it's sales growth (50-60% in 2021 and 2023), it's price/sales is almost 30. Odds of a lotto down seem higher than uppies. I'm a regard, though 😄
PANW all the way with a little dash of ZS. Hate SNOW
Did you not see ZS earnings? Crwd will move 5% and crush all premiums.
Given what happened with ZS and PANW after earnings...its probably a smart play to expectit to drop...but with that said...since it's "common sense" to play puts...is calls the play here? It's often the inverse of what SHOULD happen