Palo Alto Networks Stock (PANW)

To be clear, $PANW traded +$35 after the EPS release and is now -$50/share lower. I thought Jim’s dismissal of the reversal was symptomatic of how speculative the market has become — in a “heads I win, tails I win” backdrop. So I see a different message…. and a more punitive outcome (for the Nasdaq). Position: …

If I was trading with more confidence I would likely be considering a short of the software and cybersecurity space now (CRM, PANW et al). Position: None

* Violent rotation (from tech/financial to staples), private equity concerns and disruptive AI tools — were the major market themes yesterday * Over history, leadership changes are typically market unfriendly * 'Ruby or…

For the quarter about to be reported, expectations are for Palo Alto PANW to report an adjusted EPS of $0.89 on revenue of $2.5 billion. This would compare well to $0.75 per share for the year-ago period while reflecting…

From SoCalGary: For fun, I asked I asked ChatGPT what to invest in with a couple of Doug's Surprises. #7: AI related equities are adversely impacted by two factors - the inadequacy of supply of electricity and the absenc…