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Palo Alto Networks - $PANW

Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Nathan and Adami: a $300B company up 13% in a day is not an efficient market
11 calls: Why they would rather be short Oracle at $143, what a hike this week could do to the 10-year, and the one sector they say is still in play
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Dan Ives: the street is assuming half of Oracle's backlog never converts
4 takeaways: Why he thinks Oracle's quarter proves the street is too pessimistic, what gets software out of "the penalty box," and why chips still come…
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Garry Tan: OpenAI Hands Any YC Company $2M in Tokens, No Strings Attached
6 takeaways: why a quarter of this YC batch is hard tech, what Tan thinks the AI-safety debate is missing, and the founders replacing 2,000-person…
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Jim Cramer: the Strategic Petroleum Reserve is down 31% since the war started
7 calls: Why a 14% drop in a convenience-store chain is the first real sign gasoline is reaching the economy, the 3 reasons he is not turning bearish…
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Fast Money traders: Bessent can win on rhetoric, but not against the bond market
8 takeaways: Meta's fourth failed 25% bounce, why there is no base iPhone this fall, and the security names the desk says you have to own
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Saket Kalia: AI puts hackers on machine speed, and Palo Alto's multiple has no room left
4 takeaways: The subscription beat that cleared his estimate, the security chief now meeting his CEO three times a week, and why 45-50x free cash flow…
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Phin Barnes: mega VC firms are index funds whose partners work to deployment quotas
8 takeaways: Why he says a firm's quota sets the round size, what would force neocloud markdowns, and the case for software going back to subscription…
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Nikesh Arora: $1T of installed security gear is too old to stop AI at machine speed
7 takeaways: Why AI stopped being an extinction threat to cybersecurity, the 2,000 companies that called after the Mythos launch, and why no customer is…
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Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurity
13 takeaways: Why agentic AI keeps adding security vendors to a buyer's bill, the 100x multiple Chris Marotch will defend, and the power name both…
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Matthew Griffin: Palo Alto above 90 times forward earnings, and Broadcom's next year matters more | Stock Movers
Why cybersecurity stocks flipped from SaaSpocalypse casualties to AI beneficiaries, what Broadcom's debt talks could reveal, and the low bar Lululemon…
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Jason Calacanis: Nvidia's $12.9 billion Hugging Face deal is the story of the year, unmetered racks are the threat to OpenAI and Anthropic…
Plus the 100-company warning that AI-enabled cyberattacks are months away, a cargo rocket built by seven people, and why an AI-written op-ed under…
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