5/20/24 - vrockstar - 
PANW - probably a beat and one you'd want to dip buy. seem to be doing well in the field from what i gather as well, and of course the insider congressfolks own it, which adds to the allure of owning it. as mentioned in a previous comment, this thing is not cheap - 50x PE and LSD fcf yields... but if they can deliver this is going to be running hard to the upside. dip probably gets bought and all else equal remains a LT winner. I prefer 
S and 
ZS, smaller size names, better growth/ opex flex - and both will benefit from a beat here on PANW (all cyber factors will). will size up the tape into the close to decide if i will go long here, but don't believe the setup looks great for R/R given the recent run that's probably front-loaded a decent result. gl to those holders.
PANW - probably a beat and one you'd want to dip buy. seem to be doing well in the field from what i gather as well, and of course the insider congressfolks own it, which adds to the allure of owning it. as mentioned in a previous comment, this thing is not cheap - 50x PE and LSD fcf yields... but if they can deliver this is going to be running hard to the upside. dip probably gets bought and all else equal remains a LT winner. I prefer S and ZS, smaller size names, better growth/ opex flex - and both will benefit from a beat here on PANW (all cyber factors will). will size up the tape into the close to decide if i will go long here, but don't believe the setup looks great for R/R given the recent run that's probably front-loaded a decent result. gl to those holders.
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