$ZS

@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.

@kaizen_investorMar 3, 2026 · 9:48 PM

Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS

@thevalueistFeb 26, 2026 · 9:18 PM

$ZS (Bloomberg) -- Zscaler reported revenue for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS Revenue $815.8 million, +26% y/y, estimate $799 million (Bloomberg Consensus)Deferred revenue $2.36 billion, +25% y/y Adjusted EPS $1.01 vs. 78c y/y, estimate 90c Annual recurring revenue $3.36 billion, +25% y/y, estimate $3.35 billion THIRD QUARTER FORECAST Sees adjusted EPS about $1.00 to $1.01, estimate 95c Sees revenue $834 million to $836 million, estimate $831.9 million YEAR FORECAST Sees adjusted EPS $3.99 to $4.02, saw $3.78 to $3.82, estimate $3.82 Sees revenue about $3.31 billion to $3.32 billion, saw about $3.28 billion to $3.30 billion, estimate $3.3 billion Sees annual recurring revenue $3.73 billion to $3.75 billion, saw $3.70 billion to $3.72 billion, estimate $3.71 billion