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 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…↗
Jun 2
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
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
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…↗
May 2026 · 11 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…↗
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…↗
Apr 26
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
March 2026 · 5 mentions
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…↗
Mar 19
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…↗
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
Feb 22
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 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…↗
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…↗
December 2025 · 2 mentions
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…↗
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 · 2 mentions
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…↗
— 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…↗
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.↗
May 9
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…↗
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…↗
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 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.…↗
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 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 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…↗
— 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 & $…
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:…↗
— 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…