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
Opinions are welcome AMZN - 19.65% GPRO - 0.06% (lol, it came for free with the stake platform) HOOD - 9.35% IBKR - 10.23% JOE - 10.57% KNSL - 12.16% MSFT - 12.91% PANW - 25.07% I also have IVV (S&P 500 ETF) on the Australian exchange because I'm Australian, don't feel like calculating but I think I've put in more into it than all of the above combined. HOOD is probably my least confident holding
Bought 20 shares of PANW for $291 this morning. Just sold it at $295 for a quick measly $80. Fuck PDT
Depends what company. I remember PANW specifically from last earnings season. Some guy from around here threw 200 bucks at puts and came out with a 15k gain. Puts were cheap and stock moved 20% in his favor.
I was wondering why PANW got murdered after hours..
Why the after hours dump for PANW?
Net getting crushed on guidance. Cloudflare was one of the few cybersecurity companies to make it out of last quarter without getting completely buttfucked. Doesn’t portend well for PANW and CRWD.
What the hells going on with PANW in AH?
PANW is a piece of shit
The government can't really enforce much on infrastructure. On top of that these memos take like a decade for orgs to actually start adapting to them. DoD was supposed to go to IPv6 in like 2011. Panw is also sort of loosely coupled with infrastructure and resiliency. Part of resiliency is using diverse infrastructure. Not to mention in these environments there will be a focus on air gapping scada and ics from IT. Sure a firewall can be used instead and PAs are typically preffered but thats not much of an impact. Short of a country-wide ISP contract with PANW what real room for movement is there lol. Nothing like nvda at least.
PANW needs to get here
Tsla run is nice.. So-fi being So-fi. I need $hood to deliver and $PANW to recover my losses from $TSM.
meta gonna be at ATH end of year, but sadly chart looks like theres gonna be some near term pain. e.g SNOW, PANW, ADOBE
Yep, I'm pretty sure I alluded to this multiple times, the only thing I was wrong about is the initial dip buy worked faster than I thought. Best case is this goes like PANW and is adrift for the next two months, but holds over $400 (was $260ish for PANW).
Im willing to bet PANW has a bigger foothold into almost every major enterprise datacenter and Infrastruture CRWD. PANW is much bigger in the hardware market side where CRWD is SecaaS and SaaS primarily. So two companies of the same coin just different sides and PANW has moved heavy into virtual appliances and becoming more of a direct competitor but werent quite apples to apples until the last last year or two. Also, PLTR has been one of my best performers the last 6+ months, wish I wouldve put in more.
PANW prophecy finally coming true
IMO all pretty overvalued except ZM because it’s heyday is over and it’s become a value stock / take over target. CRWD is 25xs p/s and $75B which is nuts for a company that makes $800 mil per Q even with their growth. Feel like MSFT or AMZN could take biz from any of these if they wanted. A downturn could take all these apart. NOW is total hype. Not sure about ZS and PLTR is kinda a black box to me. PANW would be my pick because they make decent rev, high profit margin and good FCF
Yep, and I have concerns about PANW. Their whole free trial period and lowering prices might create a price war it can’t win. I certainly don’t see them beating CRWD anytime soon.
CRWD is the future for sure; best on the market, PANW had to change strategies for them
I’m really high on PANW, Nancy Pelosi keeps increasing her position on it. Her returns tripled those of the S&P 500 in 2023.
ZS is the only company on that list I would dare to buy at this price. ZM is trash and PLTR is the biggest memestock in tech. Insane valuation, 100% a bubble. PANW is a great company but the SBC is so high their dilution was a 8,6% increase in shares outstanding last year. Coupled with their current valuation and fierce competition with CRWD it's not worth it. CRWD is best in class but overvalued as fuck. Don't bother with all that and just buy Google or Amazon. Amazon earnings Tuesday and I guarantee you it's gonna jump 10% at least.
My strategy for capital preservation is moreso in acquiring more properties as a means of diversification. I don’t consider my businesses in my net worth but those are also part of my diversification. I don’t think I will pursue a strategy of indexing but in some of my family member’s portfolios, that is what I have them exclusively in. I was previously heavily concentrated into only a few names for my stock portfolio and META is greater than 40% of my portfolio but I have since allocated new incoming capital so that my portfolio of 12 names is now into 20 names, some of the newer positions being uncorrelated to interest rates and/or big tech. (More details in the final paragraph below.) As of now, I am still comfortable with my severe overallocation of META as the business keeps exceeding my expectations and things that I priced for 0 are proving to actually be valuable. The same goes for my #2 holding, AMZN, which has far far far exceeded my expectations. With these type of companies, I still feel comfortable holding them despite pursuing a strategy of capital preservation by pursuing accretive real estate deals and opening new positions in non-tech uncorrelated companies. For example, despite me being bullish on some cybersecurity names such as PANW and CRWD and other hyperscalers such as UBER, I have closed my positions. My current focus is in non-tech companies that trade at reasonable multiples (maximum of mid teens multiples) that are pursuing aggressive share buybacks.
My strategy for capital preservation is moreso in acquiring more properties as a means of diversification. I don’t consider my businesses in my net worth but those are also part of my diversification. I don’t think I will pursue a strategy of indexing but in some of my family member’s portfolios, that is what I have them exclusively in. I was previously heavily concentrated into only a few names for my stock portfolio and META is greater than 40% of my portfolio but I have since allocated new incoming capital so that my portfolio of 12 names is now into 20 names, some of the newer positions being uncorrelated to interest rates and/or big tech. (More details in the final paragraph below.) As of now, I am still comfortable with my severe overallocation of META as the business keeps exceeding my expectations and things that I priced for 0 are proving to actually be valuable. The same goes for my #2 holding, AMZN, which has far far far exceeded my expectations. With these type of companies, I still feel comfortable holding them despite pursuing a strategy of capital preservation by pursuing accretive real estate deals and opening new positions in non-tech uncorrelated companies. For example, despite me being bullish on some cybersecurity names such as PANW and CRWD and other hyperscalers such as UBER, I have closed my positions. My current focus is in non-tech companies that trade at reasonable multiples that are pursuing aggressive share buybacks.
My strategy for capital preservation is moreso in acquiring more properties as a means of diversification. I don’t consider my businesses in my net worth but those are also part of my diversification. I don’t think I will pursue a strategy of indexing but in some of my family member’s portfolios, that is what I have them exclusively in. I was previously heavily concentrated into only a few names for my stock portfolio and META is greater than 40% of my portfolio but I have since allocated new incoming capital so that my portfolio of 12 names is now into 20 names, some of the newer positions being uncorrelated to interest rates and/or big tech. (More details in the final paragraph below.) As of now, I am still comfortable with my severe overallocation of META as the business keeps exceeding my expectations and things that I priced for 0 are proving to actually be valuable. The same goes for my #2 holding, AMZN, which has far far far exceeded my expectations. With these type of companies, I still feel comfortable holding them despite pursuing a strategy of capital preservation by pursuing accretive real estate deals and opening new positions in non-tech uncorrelated companies. For example, despite me being bullish on some cybersecurity names such as PANW and CRWD and other hyperscalers such as UBER, I have closed my positions. My current focus is in non-tech companies that trade at cheaper multiples that are pursuing aggressive share buybacks.
She also had Roblox and PANW calls.
I still stand with Nancy P. and I’m keeping PANW!!! Today I’m watching AMZN and AISP
It’s going to need to get bought up a bit today, or I don’t think I can agree, especially with how weirdly it’s acted in that it’s had multiple ramp ups that’s reversed hard into the earnings print. The absolute best case is probably that it does what Google has done (which means it’ll be more like a month for a recovery), but I think more likely that it’s a PANW mini, and a buy the dip for a trade works for a week after today or starting Monday, but it’s in the penalty box for a while and underperforms for at least two months.
its not that hard to understand guys when a stock already mooned its because market is projecting that company to continue to pump more and more billions into the future..guess what is going to happen when it becomes clear that its not happening? the thing is up 400% in 2 years -15% is nothing for a single stock that now needs to be revalued lower. its a stampede on who can get out the fastest and often leads to knee jerk reactions that can be opportunities. look at what happened to PANW, and same thing will happen to NVDA the second they can't keep up with the crazy growth expectations they have. but hey if you know what you're doing and you think -15% in meta valuation is too much then its a buying opportunity. if you ask me I wouldn't touch this with at least another -30% down from here.
PANW makes VPN software that’s what I use for work, called Global Protect. Of course this is legit as are they, may not be for swifties looking to be spoofing IPs 
I really don’t think that this is a good comparison. Google had been either holding up well into earnings or running into them and then tanking because of a couple small things the last two times. META’s had strange price action lately even before this move on great earnings, and this move is bigger. If this isn’t early 2022-esque stuff by them, a dip buy for a trade should work by the close tomorrow, but it’s going to be in the penalty box for some time. I think PANW is a better comparison even if META doesn’t get that bad, and it’s only just now waking up…maybe.
This META move is: 1. Bigger than JPM. 2. Has a much better comp to me over JPM, which I cited in my previous post (PANW). Even though I don't think this is comparable with JPM, it's still a bit soon to say things are all gucchi with them.
I'm not really sure why this is getting downvoted (actually I do know, this is nega Nancy type stuff), but this for the most part is mostly true. Like it or lump it, this earnings move is most likely sticking tomorrow. Best case is likely that it gaps lower and doesn't move much. I do think that a dip buy for a trade probably works like PANW, but this is going to be in the penalty box for a while.
I may need to take back my earlier Google comment, it looks likely that META is going to be your S&P communications sector stock to lead a 2% Nasdaq drop this time in earnings season. I mean, this is irrational. Yes, the guidance is a little disappointing, but does it warrant what could turn into a 20% drop by META if things get a little out of control? Since we aren't exactly acting like how we did in 2021 and early 2022, I wouldn't be surprised if buy the dip works on META for a decent bounce like how it worked on PANW the day after it had earnings after tomorrow (maybe by Monday if Thursday tech earnings don't go well), but considering that it's been trading a little strangely, it's going to be in the penalty box for a while after it sees a small bounce IMHO. Probably see intraday rips continue to be consistently sold off.
PANW had like -30% on guidance. Market be weird.
These are some nice gainers today: * NXPI - up 6.97% * PANW - up 4.31% * ANET - up 3.79% * MAR - up 3.06%
Enough time has gone by that the market makers are finally letting PANW run leading up to earnings. Good time to buy.
Still waiting for her PANW pick, but it had significant gains today.
Thank god PANW. My bags were getting heavy
Any AI plays this round? I'm going to buy SOUN calls again... and look into PANW. Forgot what else had big swings last earnings.
MFing PANW. I sat on calls for a month watching those things bleed away. Sold them last Thursday for a loss, and now it's shooting up.
At current prices, PANW SNOW TSLA. COIN STOCK OR BTC (I think crypto will do well). GOOG MSFT AMZN for big tech. But like others said indexes are just easier
Pretty sure Pelosi is down BIG with PANW.
Nancy is still in PANW I haven’t seen any news on her selling.
well no my Puts are not based on CVE because that can go under "shit happens". My put is based on PANW's response.
PANW's current market strategy is platformization by giving customers great deals when they adopt multiple product lines. I guess the real test will be if anything else goes wrong for PANW. They've had 3 different urgent advisories that affected customer uptime in the last 5 months. This CVE can be filed under "shit happens" but the first two def were PANW's fault.
I’ve been swinging trading PANW for a while . Calls when it 272 or Lower puts when it’s 287 or higher .
Remember when Many Pelosi bought a shitton of PANW. I've been waiting for that ticker to explode for about three months now. One of the more rangebound stonks out there
It’s true, $2-K on PANW $330 puts would have paid $85-K….. I laid $500 on those and made $21,500 on that play….
It still does not beat those PANW puts. These dudes turned $3k into $250K
I don't see the 10 year yield rising much more near term. 6 days of down makes me think we could see a tradeable bounce early next week with the 10 year catching a bid today. Might buy something this morning, maybe PANW. Cyber insurance premiums are skyrocketing and the value proposition for cybersecurity vendors is getting more compelling for businesses. I think they'll do well.
I need PANW to drop so I can buy back lower
I made $1200 on PANW this morning then my water heater exploded. $3700 for tankless minus $1200 gain is still a loss.
PANW & NVDA ALL THE WAAAAAAY
I posted yesterday about 3 dislocated stocks I bought; LULU, PANW, and ZS. PT is 500, 400, and 275 respectively
Hopefully that doesn’t include PANW 
I’m all in on PANW and googl
in the spirit of this discussion: my moves for tomorrow.... PANW 270p exp 04/26 CRSP 57c exp 04/26
Cramer says worst is over for PANW. Best cybersecurity company out there and going higher.
Hell yeah, loaded both PANW and LULU the other day
I subscribe to them since December but I am going to cancel. I bought some IWN and had a small loss, just sold it. I also lost 30% on PANW as per advice of Mark Newton. I am disappointed. I just subscribed to your newsletter. I hope your suggestions on trades are better. Most people dont give you entry and exit correct times. I have to run now, I will check it later. Best u/anajuliaflorida
hmmmmmm my PANW call is at -73%. Do I wait until it's -99% on friday or do I close it now? ...
buying PANW call on Friday was a disastrous decision. down -70%
Boeing, PANW Fine waiting on PANW to recover, Boeing hurts but I don't think there will be any new manufacturers anytime soon so it just needs to get out of the slump
Fuck it I’m going in on that. It looks ripe for a drop. Maybe it will be PANW no. 2 for earnings and gets completely clobbered
PANW 
60 minutes talking about cybersecurity. One more flush PANW so I can buy some more!!!
I think cyber security companies like PANW and crowd are going to be big now. Especially with AI and cloud services demand going off the roof
Same I'm 16 I own CRWD, PANW, and SNOW. I have considered S but I'll wait until earnings to justify
$CRWD $SNOW $S $NET $PANW disclaimer: I’m 26 and own all of these companies
Bought more Zscaler and Palo Alto Networks. My original ZS position I opened in AH after they reported earnings and it was down despite beating on both lines and raising. Thought it’d bounce back and I’d make a nice profit. In actuality that position is down 20% so I added to it yesterday. PANW is still a gain for me but not nearly where it was at before their last earnings report, due to their push for platformization that will have some short term profitability headwinds. Cybersecurity started off the year red hot but has been struggling as of late but I think they will bounce back sooner than later.
Some good points but clearly, some more correction is coming until new data flows in. If I have to guess, I'd say every company will report down except semiconductors in Q1. Go check future forecasts for top SaaS such as MDB, PANW, CRWD, etc. They all projected flat for Q1. Semis are exception that keeps projecting higher.
Had a similar situation recently with PANW. I follow the stock closely. It tanked on earnings, as it's prone to do. I've seen it bounce back very strong when that's happened before and I had super high conviction it would again. So I bought calls the next day. And then it kept dropping. I averaged down. Then I averaged down again. And again. I ended up with a very large amount of calls. And it just wasn't bouncing at all. The calls kept dropping in value over a couple of days and on that Friday I sold them all for about sixty percent loss. Monday comes and the stock opens waaay up and takes off like a rocket. All those calls I sold for like .45 ended up topping out at over $30. It still stings. It's a fine line between being an idiot and a genius when you diamond hand shit.
Thanks I’ll look into PANW. Don’t know anything about it but Pelosi’s corrupt ass is invested there it’s worth a look
NVDA, AVGO, or KLA in the semiconductor space. PANW in cybersecurity.
PANW issued a 10/10 security vulnerability for their firewalls. Bought puts so I’m sure stonk will go up.
TSM , V , PANW , Hood im balls deep this time.
PANW up 20 ez but not GOOG
I need PANW and GOOGL up another 20 bucks each. Got tuition to pay
Did she dump her PANW as well
I like to play safe bets my friend. Mostly Mag7 and outside of that MRVL, PANW and a tiny bit of UNH. UNH is worth betting on though. Way oversold.
I’m holding PANW leaps myself. Good luck to us I guess :)
If anyone bought my covered PANW 280 calls could I get assigned already so I can unload this boring thing lol