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← @nrossolillo

$PANW

BULLISH2026-09-14
Price around the call
↑ 2026-09-14
By horizon✗ miss-1.9%
1d
✓ +0.6%
5d
✗ -2.5%
21d
✗ -1.9%
Original post
Nicholas Rossolillo · 2026-09-14

Cybersecurity stocks on quite the run, capped off by more AI lab distillation claims and general data security and sovereignty risks. But as rosy as the outlook is, the valuations are getting a bit stretched on some of the top names. Reiterating what we discussed in this video after $PANW earnings. https://t.co/uXH0KcrCka Join us on https://t.co/2K87x6XzDt for more. New relaunch is up and running, and more features incoming!

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