$PANW

@investmentguru_Apr 13, 2026 · 10:50 AM

The “SaaSpocalypse” just handed long-term investors a rare gift. $1 TRILLION wiped from SaaS stocks in last few days. AI disruption fears. Seat-based model collapse. Vibe coding. Bears were loud. But the market is pricing in worst-case. Here’s what I’m buying. The Fear: → AI agents kill seat licenses → Vibe coding = DIY everything → AI-native startups undercut incumbents The Reality: Switching costs are massive. Data moats are real. Nobody got fired for buying Salesforce. Winners adapt. They don’t disappear. $NOW Down 50% from peak. Revenue still growing 21% YoY. Partnered with Anthropic + OpenAI for agentic AI. Enterprise IT’s control tower. AI winner hiding in a loser’s chart. $CRWD Cybersecurity = most AI-resilient SaaS vertical. 22% revenue growth. $4.81B FY2026. AI makes threats worse → CRWD gets MORE essential. High switching costs. 29 cloud modules. Not going anywhere. $ZS Zero-trust built for the AI era. AI security products crossed $1B ARR. $780B cloud market TAM by 2030. JPMorgan Overweight. Mid-$300s price target. $PANW Next-gen security ARR +29% to $5.85B. 30%+ operating margins — rare for SaaS. $352B cybersecurity TAM by 2030. Morningstar says undervalued right now. $CRM Down 40%+ from highs. Agentforce = real AI product cycle. Mgmt authorized buybacks — they’re buying their own dip. $175 is the line to watch. 2026 is the sorting mechanism. The SaaS companies that embed AI win. The ones that don’t? Disrupted. App software trades at ~20x 2027 earnings. Below market multiple. Below historical norms. That’s not a eulogy. That’s an entry point. Not financial advice. DYOR.

@blackpanthercapApr 1, 2026 · 5:14 PM

THE AI SUPPLY CHAIN — COMPLETE MAP I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish. Every layer. Every sector. Bookmark it. Feel free to add companies in the comments. Layer 1: Chip Equipment (the machines that build the machines): $ASML $AMAT $LRCX $TSEM Layer 2: Foundry & Fabrication (where chips are born): $TSM $GFS $INTC Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA $AVGO $AMD $MRVL Layer 4: Memory & HBM (the bandwidth bottleneck): $MU $WDC Layer 5: Photonics & Optical Interconnects: $COHR $LITE $AAOI $POET $MTSI $ALMU Layer 6: Data Center + Space (the physical home of AI): $IREN $NBIS $CIFR $WULF $EQIX $RKLB $ASTS $PL Layer 7: Cybersecurity (every new AI system is a new attack surface): $CRWD $PANW $ZS $NET $S $FTNT Layer 8: AI Software & Automation (where the ROI shows up): $PATH $PLTR $NOW $HIMS $DDOG $SNOW $MDB $SOFI Layer 9: Defense & End-Use (where AI becomes operational): $ONDS $OSS $RKLB $AMPX $LHX $RTX $NOC $PNG.V Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow. Save this. And if you found this valuable, you should follow me. The market won't be red forever. -BP Please note: This is not financial advice.

@jasonl_capitalMar 19, 2026 · 10:52 AM

I'm 34 years old and a self-made millionaire. My March advice: $NVDA (NVIDIA) - Strong Buy $AMZN (Amazon) - Strong Buy $IREN (IREN Limited) - Buy $HOOD (Robinhood) - Strong Buy $ZETA (Zeta Global) - Strong Buy $RKLB (Rocket Lab) - Hold $ONDS (Ondas Holdings) - Buy $SOFI (SoFi Technologies) - Strong Buy $PATH (UiPath) - Buy $SYNA (Synaptics) - Strong Buy $IBRX (ImmunityBio) - Buy $HIMS (Hims & Hers) - Buy $PANW (Palo Alto Networks) - Buy $TSLA (Tesla) - Hold I hope this helps someone out there build generational wealth. That's what this is all about. NFA DYOR

@jasonl_capitalMar 18, 2026 · 11:45 PM

If you follow the smart money, you'll know exactly what sectors to invest in: AI Compute: $NVDA AI Memory: $MU Data Centers: $IREN Cloud Infrastructure: $NBIS Networking: $MRVL Optical Networking: $COHR Transceivers: $LITE Nuclear Energy: $CEG Energy Storage: $ENS Robotics: $TSLA Drones: $ONDS Satellites: $ASTS Space Launch: $RKLB Cybersecurity: $PANW Fintech: $HOOD AI Marketing: $ZETA Stablecoins: $CRCL Healthcare: $HIMS Automation: $PATH $5-8 TRILLION in AI capex expected through 2030. These companies sit directly in the path of that spending.

@mrmikeinvestingMar 7, 2026 · 11:41 PM

THE ROBOTICS STACK EXPLAINED: 1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions. 2. $GOOGL, $MSFT & $META supply the foundation models to give robots reasoning, perception, & interaction abilities. 3. $PLTR, $ORCL & $MSFT convert massive robot fleet data into actionable intelligence while $PANW & $CYBR secure the systems. 4. $ARM, $SNPS & $CNDS design the chips powering robot brains. 5. $MBLY & $TDY provide the vision systems, cameras, & perception sensors to allow robots to understand the world. 6. $MP supplies rare earth magnets used in electric motors to move robotic systems. 7. $ADI, $ON & $STM provide the analog semiconductors that connect digital AI systems to motors, sensors, & power electronics. 8. $ST, $RRX & $TKR manufacture the bearings, motors, & mechanical components for robots. 9. $HON & $ROK deliver the industrial automation platforms that integrate robotics into factories. 10. $TSLA, $AAPL, $BABA & $AMZN are building competing robotic ecosystems across manufacturing, logistic, and mobility applications. It’s clear the expansion within the robotics layer is wide, & many names are responsible for this sector boom…

@mrmikeinvestingMar 1, 2026 · 6:15 PM

The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily. If you aren’t invested into these picks by now then you’ll soon be left behind: Drones ~ $ONDS, $AVAV, $KTOS Prime Defense ~ $LMT, $NOC, $RTX, $GD, $LHX Space/Satellite infrastructure ~ $RKLB, $ASTS, $IRDM AI, & Cyber warfare ~ $PLTR, $CRWD, $PANW, $NVDA, $SMCI Oil ~ $XOM, $CVX, $OXY Power/Nuclear/Grid ~ $OKLO, $CEG, $VRT, $ETN These opportunities are going to make life changing returns…

@mrmikeinvestingJan 4, 2026 · 11:16 PM

These 6 layers are responsible for the immense AI boom that we have seen… 1. AI Compute & Chips ~ $NVDA, $AMD, $ASML, $ARM, $AVGO These companies design and manufacture the processors that AI models run on. 2. AI Compute Operators ~ $IREN, $NBIS, $CIFR They operate large scale infrastructure that delivers AI compute capacity. 3. AI Applications ~ $PLTR, $SNOW, $NOW They sit at the top of the AI cycle and turn data into real world value. 4. AI Security ~ $MSFT, $CRWD, $PANW They turn AI systems, data, and infrastructure from cyber threats. 5. Cloud Platforms ~ $MSFT, $GOOGL, $AMZN, $ORCL They turn AI infrastructure into scalable compute capacity. 6. AI Networking and Connectivity ~ $ANET, $MRVL, $CIEN They move massive amounts of data between servers, racks, and data centers so AI systems function. Without these layers AI would not have scaled as rapidly as it did to reach today’s capabilities…