I heard a small institutional trim on PANW but also lots of chatter about continued strong AI/cyber demand, which means mixed signals but overall still feels like cyber’s second act. If you’re into tech that actually makes companies safer, this one... — read more 

It’s been a consistently strong investment so far. PANW hasn’t been affected by tariff-related fallout, at least not noticeably. I’m uncertain about its exposure to the European market. If there is any significant reliance, an escalation in the trade... — read more 

Cybersecurity's position in society is only going to grow in the coming years and decades, and as one of the biggest companies in the world, Palo Alto Networks knows this well. The stock has recorded huge growth in the past decade and I believe we'll... — read more