Palo Alto Networks. Every tracked FinTwit mention of $PANW, newest first. 234 mentions since the first on Aug 11, 2025. See the price chart.
July 2026 · 5 mentions
Jul 7
Tradable Astronaut — Name level, the index keeps finding them.
$CRNX top of 1,257 scored names at a perfect 100. The 100 club already paying since added. $TENB +22%. $MRNA +15.7%. $ABCL +15.5%. $GLUE…↗
Wayne Liang — I'm genuinely curious why people are still heavily invested in cybersecurity?
I can understand the appeal for $PANW, $CRWD, $ZS, or companies that are aggressively adapting, but f…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Tradable Astronaut — Best structures from the heatmap, cross-referenced against RS leaders.
$GEV lean pin, 1,150 floor, 1,200 ceiling target, stacking nodes to 1,420.
$AMAT ceilings stacked to 800.
$G…↗
Jun 30
The Future Investors — You have $100,000 to invest 💰
Two cybersecurity giants are on the table🔒 — but you can only choose one for the next 5 years $CRWD $PANW
Which do you pick, and why? 🤔 https://t…↗
Jun 29
Alphatica — @Tyberious2100 Usually next day and there after. Some cases like $PANW, you have short covering like today. Which had an impact on the price. Another recent example is $GOOGL. We a…
May 2026 · 16 mentions
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
PhotonBull — Personally interested in some of the companies reporting earnings this week
The ones I will be watching: $CRDO $HIVE $PANW $AVGO $CIEN
Anything on your radar for this week?↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
Alphatica — Signal #001: 20-Day Final
Published March 30. Tracked publicly every single day for 20 trading days. Every pick timestamped. Every update posted, the good days and the bad.
20-Da…↗
Apr 27
The Future Investors — @TheETFTracker We just published our deep dive on $PANW 🔥👇
https://t.co/IY2HknMxOw↗
Apr 27
The Future Investors — Here you go! 🔥 The 𝗣𝗮𝗹𝗼 𝗔𝗹𝘁𝗼 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 $PANW full deep dive 👇
https://t.co/IY2HknMxOw↗
Apr 27
The Future Investors — $PANW Our 𝗣𝗮𝗹𝗼 𝗔𝗹𝘁𝗼 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 Deep Dive is live! 🚨
🔍 Full breakdown of Management, Market, Growth & Financials
⭐ Fundamental Score
Palo Alto is expanding in…
Alphatica — Alphatica Signal #001 — March 30, 2026
Our first public batch. Going forward, email subscribers get early access.
We're not fortune tellers. We're quants. Our model identifies hi…↗
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS access layer for agentic systems
• $OKTA identity control for humans & agents
• $FTNT network security for agent traffic at scale
• $NET edge secur…
Shay Boloor — @ArtKnightmed AI security like $CRWD, $PANW, $NET, $ZS & $RBRK definitely carries less “AI disruption risk” and what's happening is more of a temporary valuation mismatch while the…↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…
December 2025 · 16 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
InvestmentGuru — Key names I’m watching:
$CRWD — Category leader in AI-driven endpoint protection
$PANW — Platform strategy winning large enterprise budgets
$FTNT — Profitable network and cloud se…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 15
The Future Investors — Next week the whole market is gearing up for $NVDA again 🔥🤖
We’re also getting big earnings from $BIDU, $PDD, $PANW, and $WMT 📊
What do you expect from Nvidia this time? A blo…↗
August 2025 · 3 mentions
Aug 19
IvanaSPEAR — $PANW reported outstanding results. Time to revisit the story?
In short, the platformization strategy, which many investors were skeptical about, is working. Very strong topline…↗
Aug 18
Nancy Pelosi Stock Tracker ♟ — Just in: A Pelosi position is moving AH's 📈
Palo Alto Networks just reported strong earnings and is up 5% AH's
She's estimated to own up to $5,000,000 of $PANW shares https://t.…↗
Aug 11
Nancy Pelosi Stock Tracker ♟ — Her Palo Alto Networks buy was another interesting one
She first bought ~$1M of calls on 2/12/24, but shortly after $PANW tanked on earnings
So she doubled down and bought ~$250K…↗
July 2025 · 1 mention
Jul 7
IvanaSPEAR — Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners!
Here is what you will learn:
▪️ How are cybe…↗
June 2025 · 3 mentions
Jun 26
IvanaSPEAR — Where do the public players stand today?
🟩 Companies that are building unique platforms are winning: $ZS $NET $CRWD $PANW
🟥 Companies that rely on antiquated technologies are l…↗
Jun 26
IvanaSPEAR — 1./ Sources of Data. This stems from a large installed customer base. Here, leaders in Network, Endpoint, Identity, and Cloud security have a significant advantage, as they already…↗
Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI
…but as the threats have been evolving, so have the solutions.
Over the past year, the focus for all major players ha…↗
Alphatica — Unusual Dark Pool Alert:
12:23:29 PANW BUY $150,618,260 NYSE
$PANW $SPY $QQQ https://t.co/lzG9cNjLQC↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
TheValueist — $PANW $NVDA Nikesh always shows up as one of the most well-informed and sharpest executives in the GAI ecosystem, delivering consistently valuable insights during interviews. Howev…↗
Jun 15
Alphatica — BREAKING NEWS:
CrowdStrike just defined a new security category: identity management for AI agents.
Continuous Identity for AI Agents extends Falcon's identity security across th…↗
Jun 13
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS Zero Trust access layer for agent-to-app activity
• $NET edge security & AI Gateway for internet-facing agent calls
• $RBRK immutable backup & cybe…↗
Jun 9
Nezih Gökay — BİR HİSSE HİKAYESİ: Bölüm 5 —CROWDSTRIKE $CRWD
Dünyadaki tüm parayı buluta taşıdınız yapay zekayı kurdunuz şirketleri dijitalleştirdiniz. Peki bu devasa dijital imparatorluğu hac…↗
Jun 8
TheValueist — $PANW $NVDA $MU $SNDK $LITE Must watch. Full stop.
https://t.co/LOQuafH9OE
EXECUTIVE SUMMARY
The source material is an All-In Podcast session at All-In Liquidity 2026 titled “A…↗
Jun 7
Midas — $SNDK
$MU
$AMD
$PANW
If this helped you out, follow me for more.↗
Alphatica — CRWD just reported. We called BEAT. Here are the receipts.
Street EPS: $1.07
Alphatica EPS: $1.12
Actual EPS: $1.10 ✅
Street Revenue: $1.36B
Alphatica Revenue: $1.39B
Actual Reve…↗
Jun 3
Alphatica — CRWD reports tonight after the close.
0/6 on our Alphatica Earnings quality signal. BEARISH on our disclosure signal. 28 consecutive quarters without a miss. Up 82% in eight weeks…↗
Jun 3
Alphatica — $CRWD today vs $PANW yesterday. A striking parallel. https://t.co/vyTvnZPy5H↗
Alphatica — $PANW flow was bullish going into the print in both the options market and the Dark Pool exchanges. The one month return is 59.99%. The initial reaction in after hours trading yest…↗
Jun 3
TheValueist — $PANW KEY READ-THROUGHS FROM PALO ALTO NETWORKS Q3 FY26 EARNINGS CALL
Palo Alto Networks’ Q3 FY26 call created a materially more constructive cross-sector signal for cybersecurity…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 3
Alphatica — @MPVCapitalAllc The initial after hours price reaction was consistent with our signals. Let’s see what happens tomorrow morning. The flow was bullish going into the print. $PANW↗
Jun 2
TheValueist — $PANW (Bloomberg) -- (Adds shares.)
Palo Alto Networks shares are up 13% in extended trading, after the security software company reported third-quarter results that beat expectati…↗
Trade Whisperer — $PANW up 41% since I called out Cybersecurity names on my Agentic AI thread. https://t.co/axiPYMxF9v↗
Jun 2
Trade Whisperer — $PANW is up 41% since this agentic AI cybersecurity thread. 🤷♂️↗
Jun 2
Alphatica — PANW just reported. Our Earnings Risk Signal was BULLISH. Here are the receipts.
EPS: $0.85 vs $0.79 street. A 7.6% surprise.
Revenue: $3.00B vs $2.94B street.
Stock up 10.43% aft…↗
Jun 2
Shay Boloor — $PANW Q3 EARNINGS
• Revenue $3.0B vs Est. $2.9B
• EPS $0.85 vs Est. $0.79
• RPO: $18.4B vs Est. $17.9B
• Next-Gen Security ARR: $8.1B vs Est. $7.8B
FY26 Guidance
• Revenue $11.4B…↗
Jun 2
Alphatica — PANW reports tonight after the close. We do not have full signal coverage on this name but here is what our data is showing.
Street EPS: $0.80 (Non-GAAP, at top-end of guidance)
S…↗
Jun 2
InvestmentGuru — Morning Market Pulse
$GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗
Jun 1
Trade Whisperer — Since the initiation of this thread:
$CRWD +24.10% $PANW +22.06% $FTNT +13.25%
$ZS Recovering from the earnings shock
$S flat↗
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
— Big rebound in software stocks last week..
The below grid displays the 1yr RS chart (vs. $SPY) of the largest $IGV stocks. Comprising >50% of the index.
$PANW $ORCL $CRWD are…
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
The Future Investors — One of the final Q1 earnings weeks is coming up 📊
Monday: $CRDO
Tuesday: $PANW
Wednesday: $AVGO, $CRWD
Thursday: $RBRK
Which company are you watching most closely? 👇👀 https://…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 22
Evergreen Capital — $CRWD and $PANW each up ~70% since this tweet. Still think leading-edge security software is an interesting area to dig into, on the thesis that cyber is entering into a major upgr…↗
May 19
Trade Whisperer — Some of you have already been scammed by fake accounts "impersonating" me.
No verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.
This is…↗
amit — @AustinsStocks Yup. $PANW all time highs today. Software is going to matter and so will the AI infra that powers it.
The rotation out of these names is pretty comical.↗
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
The Future Investors — $PANW Full deep dive on Palo Alto Networks drops tomorrow 🔒🔥
Last chance to sign up and receive it directly in your inbox 📧 👇
https://t.co/ndlUJQFoAH↗
Apr 24
Alphatica — Signal #001: Day 19 of 20
This is what a robust stock selection signal looks like.
Both sides green. Approaching the finish line.
Today: Longs +0.90% | Shorts +0.52% | L/S +1.…↗
Apr 23
Alphatica — Signal #001 — Day 18 of 20
$MOH just exploded +13.56% today. $STX at +65.63% cumulative. The model called both of these on March 30.
Today: Longs -0.18% | Shorts -1.89% | L/S -2.…↗
Apr 21
Alphatica — Signal #001 — Day 16 of 20
Exploding. Both sides ripping.
Today: Longs +1.53% | Shorts +1.28% | L/S +2.81% Cumulative: Longs +17.42% | Shorts -0.02% | L/S +17.40%
All 8 shorts g…↗
Apr 20
Alphatica — Signal #001 — Day 15 of 20
Both sides green. New high-water mark. Short book finally selling off.
Today: Longs +0.36% | Shorts +0.34% | L/S +0.70% Cumulative: Longs +15.44% | Sho…↗
Apr 20
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT
1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 20
Alphatica — Signal #001 — Day 15 of 20
8 of 8 longs now positive. $CRM finally flipped green at +0.41%, was down -10.85% at day 9. The model called it.
Today: Longs +0.31% | Shorts -0.33% |…↗
Apr 18
InvestmentGuru — Project Glasswing — AI Just Changed Cybersecurity Forever
Project Glasswing is a major signal shift: AI is no longer just a tool for building software — it’s now actively breaking…↗
Apr 17
Alphatica — Signal #001 — Day 14 of 20
New high. 7 of 8 longs green today. $CRM nearly back to flat, was down -10.85% at day 9.
Today: Longs +1.52% | Shorts -0.28% | L/S +1.24% Cumulative: L…↗
Cobra — $PANW UP 300%+ 🐍‼️ https://t.co/fpk35ZYZs0↗
Apr 16
Cobra — $PANW ANOTHER BANGER
IM ON THE HOTTEST STREAK EVER
200% OVERNIGHT↗
Apr 16
Cobra — $PANW UP 240% OMG 🤯 https://t.co/WiOKqFfIX5↗
Apr 15
Alphatica — Signal #001 — Day 12 of 20 Close
New high-water mark. Both sides green.
OUR SHORTS ARE NOT UNDERWATER. Our signal navigated it perfectly.
Today: Longs +0.87% | Shorts +0.38% |…↗
Apr 15
Vulture trades 🦅 — $PANW and $MA both big runners today
Don’t miss out on the fun :)↗
Apr 15
Cobra — $PANW up 50%+ I’m on an insane streak https://t.co/rweiRh8F8E↗
Alphatica — Signal #001 — Day 12 of 20
Short book doing real work today — 7 of 8 shorts green. $CMS +1.26%, $DTE +1.10%, $VTR +1.03%. $EVRG finally flipped positive cumulative after weeks of…↗
The Future Investors — You’ve spoken...the next Unpacked will be Palo Alto Networks $PANW. Full deep dive + our final score ⭐. Out end of this month!
Make sure you get it! Sign up now in the comments 👇…↗
Apr 14
Alphatica — Signal #001 — Day 11 of 20
Both sides green today. L/S spread ticking higher.
Today: Longs +0.17% | Shorts +0.07% | L/S +0.24% Cumulative: Longs +11.70% | Shorts -0.91% | L/S +10…↗
Apr 13
Alphatica — Signal #001 — 10-Day Final
Published March 30 on this profile. Every pick timestamped. Every day tracked publicly, the good ones and the bad ones.
10-Day Results: Longs +11.51% |…↗
Alphatica — Signal #001 — Day 10 of 10
Our first public signal reaches the 10-day mark. Published March 30 on this profile. Every pick timestamped, every update posted — win or lose.
10-Day:…↗
Apr 13
InvestmentGuru — 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.…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
Apr 11
amit — @mitch3llr9an agreed, $PANW should deeply benefit↗
Alphatica — Signal #001 — Day 9 of 10 Close
Longs gave back on the selloff. Short book worked today — 5 of 8 shorts profitable as the defensive bid faded.
Today: Longs -1.84% | Shorts +0.47%…↗
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
Evergreen Capital — Two names worth watching/doing work on as the Saas-pocalypse unfolds: $CRWD and $PANW, who should each experience meaningful upward revisions to near/medium-term numbers.
Why?…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 9
Alphatica — Signal #001- Day 8 of 10 Close
Tough day. Defensive rotation hit both sides — $CRM -3.13% and $PANW -3.91% gave back gains while utilities rallied. $AMAT +3.13% and $STX +0.90% he…↗
Apr 9
amit — This is all of software today.
It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in…↗
Apr 9
Shay Boloor — Cybersecurity names are getting hit hard today after OpenAI’s new model showed stronger cyber capabilities:
• $NET -12%
• $ZS -11%
• $RBRK -11%
• $OKTA -9%
• $CRWD -7%
• $S -6%
•…↗
Apr 8
Alphatica — Signal #001 — Day 7 Intraday
🚨🚨🚨🚨 Market up +2.28% right now. Our shorts are only down -0.07%. The model identified the right names to short. In a market ripping +2.28% in a s…↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 8
Evergreen Capital — I’m no cyber stock expert. But I’ll bet $CRWD and $PANW can catch a hell of a bid from here. Both still 20% off highs from SaaS-pocalypse fears. Meanwhile, Anthropic seems to need…↗
Apr 7
Alphatica — The X community is going to see the power of our short-term trading signals tomorrow.
Longs: $CRM $STX $PANW $GDDY $BRO $AMAT $MOH $BAX Shorts: $CMS $RSG $EVRG $ESS $CPT $MCD $DT…↗
Apr 7
Alphatica — Signal #001: Day 6 Close
Longs +0.82%: $STX +3.40%, $PANW +4.89%, $AMAT +0.48%, $GDDY +0.56%, $BAX -0.18%, $BRO -0.23%, $CRM -1.12%, $MOH -1.28%
Shorts +0.00%: $MCD +1.59%, $RSG…↗
Apr 7
Shay Boloor — Anthropic has launched Project Glasswing which is a new cybersecurity initiative powered by Claude Mythos Preview to help secure critical software.
It is partnering with companies…↗
Apr 7
Alphatica — 🚨🚨🚨 Signal #001 — Day 6 Update 🚨🚨🚨
Market down as much as ~1% today. Our longs held at +0.28%, generating +0.72% alpha vs SPY. Defensives caught a bid on the risk-off day, d…↗
Apr 6
Alphatica — 🚨🚨🚨 Alphatica Short-Term Trading Signal #001 Update. 🚨🚨🚨
We released our first public batch and pinned it to our profile on March 30, 2026. Our model identifies high-probab…↗
Apr 1
Alphatica — 2-day Long and Short basket update: +3.36%
Longs +4.79%:
$STX +11.33%
$PANW +9.28%
$BAX +5.07%
$AMAT +4.93%
$CRM +3.86%
$BRO +1.53%
$MOH +1.34%
$GDDY +0.99%
Shorts -1.43% (short…↗
Apr 1
Black Panther Capital — 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…↗
Tradable Astronaut — @NoLimitGains Wrong, but nice engagement farming posts you have going on for you.
This is just one of many from $PANW https://t.co/BWwuXx9ESZ↗
Mar 28
Alphatica — ALPHATICA EARNINGS QUALITY SIGNAL: CRWD. We do not issue 0/6 often. When we do you should pay attention.
Every category. Every signal. Bearish.
Here's what the accounting tells…↗
Mar 27
Shay Boloor — $PANW CEO just bought $10M worth of stock at ~$147 per share. https://t.co/ii7DgWJQar↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering:
• Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT
• Is the me…↗
Mar 27
tae kim — $CRWD down 6% and $PANW down 5% in premarket on cybersecurity fears over upcoming Anthropic "Mythos" AI model https://t.co/fW5zEO99ga↗
Mar 27
Shay Boloor — Cybersecurity stocks are trading lower after reports that Anthropic is testing “Claude Mythos” a new model believed internally to pose unprecedented cybersecurity risk.
• $CRWD -7…↗
Mar 27
The Future Investors — Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉
It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…↗
Jason Luongo — 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
$Z…↗
Mar 18
Jason Luongo — 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
Op…↗
Mar 17
Alphatica — Alphatica Industry Rotation Radar — 20 days, 503 tickers, as of today's close.
This is real-time relative strength vs SP500. Watch the trails.
What stands out:
OIL & GAS INTEGRA…↗
Mar 16
Jason Luongo — The smart money is telling you where to invest. You just have to pay attention:
AI Infrastructure: $NVDA
Photonics: $COHR
Data Centers: $IREN
Cybersecurity: $PANW
Defense/Drones:…↗
Mar 15
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every c…↗
Jason Luongo — 12 high-conviction names across 12 different sectors:
$IREN - AI Infrastructure
$OSS - Edge Computing
$TE - Energy Storage
$PATH - Enterprise Automation
$HOOD - Fintech
$SYNA - Se…↗
Mar 11
Shay Boloor — @PolymarketMoney Not a fan of this after $PANW just spent $25B+ on acquisitions↗
Mar 10
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
S&P 500 · 40 Days · Daily RS vs SPY
Software stocks are down 21% YTD. The $IGV is 29% off its highs. So why is our rotation radar showing Softwar…↗
Mar 10
Jason Luongo — I'm only going to say this once. Every single one of these stocks is undervalued right now:
- $ONDS at $10.50 - Analyst target: $19 (+81%)
- $ZETA at $17 - Analyst target: $29 (+7…↗
Mar 7
Mike Investing — 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 & $…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mike Investing — 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:…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Shay Boloor — How ironic that Anthropic just revealed top Chinese AI labs were illegally using Claude to improve their own models days after launch.
The same week they launched a “security” pro…↗
Feb 23
Shay Boloor — $NVDA partners with $PANW & $AKAM to bring AI-powered accelerated computing to OT security.
Targeting real-time threat detection across critical infrastructure. https://t.co/d…↗
Feb 23
Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it.
Every AI agent, every autonomous workflow, every new endpoint needs to be secured.
The CrowdStrike CEO asked C…↗
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement.
Claude Code Security is just static application security testing (…↗
Feb 21
Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET
The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗
Feb 20
Tradable Astronaut — $IGV Hit it's HIGHEST oversold level ever from 2/3-2/5
Long-term risk Risk:Reward here is great
$MSFT l $PANW l $ORCL l $PLTR l $CRM l $NOW https://t.co/h0nXs6Q6Ns↗
Feb 20
The Future Investors — Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒
AI can suggest what might be wrong. It can flag a security flaw an…↗
Shay Boloor — People think Claude Code security is coming for $CRWD, $ZS, $PANW, $NET or $RBRK.
This is what “AI-native security” looks like in practice. https://t.co/YCKDfjoSjQ↗
Feb 20
Shay Boloor — Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes.
Cybersecurity stocks like $PANW, $FTNT,…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Jason Luongo — Here's why I started a position in $PANW today at $150:
1. Closed the $25B CyberArk acquisition - largest deal in cybersecurity history
2. Acquired Koi ($400M) - created a new cat…↗
Shay Boloor — $PANW is down as the market prices in near-term integration risk from CyberArk + Chronosphere.
That’s fair short term but as AI expands attack surface & machine identities out…↗
Feb 18
Jason Luongo — I'm buying $IREN at $41.
I'm buying $ONDS at $10.
I'm buying $AMZN at $198.
I'm buying $HOOD at $75.
I'm buying $RKLB at $70.
I'm buying $NBIS at $97.
I'm buying $CIFR at $16.
I'm…↗
Feb 18
Jason Luongo — These 12 picks are going to create millionaires in 2026:
1. IREN Limited ~ $IREN
2. Cipher Mining ~ $CIFR
3. Amazon ~ $AMZN
4. Palo Alto Networks ~ $PANW
5. Ondas Holdings ~ $ONDS…↗
KaizenInvestor — Despite reporting strong Q2 2026 results, $PANW Networks shares slipped 2.5%, likely because investors expected an even bigger beat to justify its premium valuation.
The company…↗
Feb 17
Shay Boloor — $PANW Q2 EARNINGS
• Sales $2.60B vs Est. $2.58B
• EPS $1.03 vs Est. $0.94
• RPO: $16.0B -- up 23% YoY
• Next-Generation Security ARR: $6.3B -- up 33% YoY
FY26 Guidance
• Sales $1…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Jason Luongo — Remember the tariff dip of April 2025?
Well these stocks are on sale again.
$NOW -57% 🔴
$ORCL -54% 🔴
$HOOD -51% 🔴
$AXON -51% 🔴
$IREN -45% 🔴
$EOSE -44% 🔴
$ONDS -41% 🔴
$SHOP…↗
Shay Boloor — CYBERSECURITY VALUE CHAIN
Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗
Feb 14
The Future Investors — Next week will be a bit quieter, but we still have some great companies reporting their latest earnings 📊
Think $PANW, $CDNS, $FIG, $WMT, and $BESI.
Which one are you most excit…↗
InvestmentGuru — Cybersecurity Sector Headwind
Reuters reported (Jan 14, 2026) that Chinese authorities have instructed domestic companies to stop using cybersecurity software from multiple U.S. a…↗
Jan 14
Shay Boloor — China is telling domestic firms to stop using certain U.S. and Israeli cybersecurity software on national-security grounds.
Names cited include $AVGO VMware, $PANW, $FTNT & $…↗
Jan 7
KaizenInvestor — The 10 Most Undervalued Quality Companies of 2026 according to the reverse DCF!
Each year I run a reverse DCF analysis on around 250 companies. The goal of a reverse DCF is to see…↗
Jan 6
Antonio Costa — $PANW Large call buyers $230 and $250 Sep18 2026↗
Jan 4
Mike Investing — 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 proces…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
— HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…
InvestmentGuru — Cybersecurity
From an investor’s perspective, cybersecurity is no longer a cyclical spend — it’s permanent infrastructure. As AI increases both the scale and sophistication of at…↗
TheValueist — $PANW $CRWD $NET $ZS GenAI Cyber Security Market Dynamics and Investment Implications
The video analyzes the GAI Cyber Security Index, a collection of eight major equities includi…↗
TheValueist — $PANW $CRWV $NET $FTNT $ZS The GAI Cyber Security Index (CSECINDX) is an equal-weight basket of 8 liquid, large-cap cybersecurity-adjacent equities spanning network security, cloud…↗
Dec 23
TheValueist — $PANW $GOOGL The December 19, 2025 Palo Alto Networks–Google Cloud announcement describes a material expansion from a historically “integration-led” partnership into a combined eng…↗
Dec 20
InvestmentGuru — Looking ahead to 2026, the next leg of the AI revolution is expected to drive a powerful re-rating across technology, with tech stocks rising over 20% as the 2nd, 3rd, and 4th deri…↗
Dec 19
The Future Investors — $PANW $GOOGL Palo Alto Networks announced a multibillion-dollar expansion of its partnership with Google Cloud 🤝☁️
It will migrate key internal workloads to Google Cloud and use…↗
Dec 19
Shay Boloor — $GOOGL & $PANW expanded their partnership in what one source called Google Cloud’s largest security deal ever.
Palo Alto will commit nearly $10B in cloud spend with Google ove…↗
Dec 18
amit — NANCY PELOSI IS RETIRING AT THE END OF THIS YEAR.
She’s up 224% since the start of 2023.
This is the final weighting of her portfolio while she retires as the greatest politician…↗
Dec 15
Shay Boloor — 3 REASONS $NOW IS SPENDING $7B ON ARMIS
1. Visibility is the new control point
AI is pulling the whole IT world into the physical world where its going from apps to billions of co…↗