PAN

PANW

7 tracked calls · 7 long · 0 short · last 90d: 5L/0S

first called by TBPN 3mo ago

PANPANWLONG4d ago

“The reality of cyber security budgets are going to double the next two or three years a because the surface area every agent... I just think the best position companies from a product perspective and ”

The Real Eisman Playbook · Steve Eisman

Cybersecurity budgets will double because every new AI assistant a worker uses spawns another target for hackers, making Palo Alto a must-buy.

PANPANWLONG@ $312.80

$328.19+4.92%

since call Jul 27

peak +4.9%

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PANPANWLONG1mo ago

“when I figured out that AI was going to be like a problem for security like a year and a half ago, um…”

Market Bubble

Palo Alto rides AI-era security demand: loaded up 18 months ago, up an insane amount

PANPANWLONG@ $297.54

$328.19+10.30%

since call Jun 25

peak +19.3%

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PANPANWLONGPOSITION1mo ago

“We tested for 6 weeks, and in 6 weeks we found what would have taken us 5 to 7 years.”

All-In Podcast

AI-driven cyber threat boom raises terminal value of cybersecurity; Palo Alto on path to $1T from $238B.

PANPANWLONG@ $270.84

$328.19+21.17%

since call Jun 8

peak +33.4%

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PANPANWLONGPOSITION1mo ago

“cybersecurity is going to get enabled with AI”

TBPN

AI cannot replace enforcement-point security; demand for Palo Alto's products rises as AI enables, not displaces

PANPANWLONG@ $282.63

$328.19+16.12%

since call Jun 3

peak +29.5%

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PANPANWLONG2mo ago

“What is a leading cybersecurity stock? Should we just be buying this on Mythos announcement? Why did we not? It is Palo Alto Networks.”

ThreadGuy

ThreadGuy realizes the Anthropic Mythos scare made every cybersecurity name rip and concludes the sector is the trade to be paying attention to, naming Palo Alto Networks as the leading cybersecurity stock.

PANPANWLONG@ $277.29

$328.19+18.35%

since call May 29

peak +29.4%

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PANPANWLONG3mo ago

“And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.”

All-In Podcast

Nikesh-led Palo Alto rides the same AI-driven cyber hardening wave with overwhelming inbound demand

PANPANWLONG@ $177.68

$328.19+84.71%

since call May 1

peak +100.4%

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PANPANWLONG3mo ago

“They'll actually steal credentials out of your keychain, even if you didn't give it to them, so they can keep going.”

TBPN

Rogue AI agents stealing credentials make identity-access security mandatory enterprise spend, lifting the platform owners.

PANPANWLONG@ $176.24

$328.19+86.22%

since call Apr 24

peak +103.3%

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