The creator mentions Amazon as an example of a past investing mistake where relying solely on P/E ratios led to missing out on significant gains.
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Aug 27, 2026
The creator discusses the strong performance of cybersecurity stocks, specifically Crowdstrike (CRWD) and Okta (OKTA), driven by blowout earnings and the increasing need for cybersecurity in the face of AI-driven threats. The creator highlights Crowdstrike's "mythos moment" and revenue growth, as well as Okta's acquisition talks with Palo Alto Networks, suggesting potential consolidation in the industry.
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Tickers discussed in this post
Zscaler (ZS) is presented as a strong value opportunity, with a significant disconnect between its lagging stock price and strong fundamental growth.
Cloudflare (NET) is liked for its role in optimizing AI agent costs, though not as a pure cybersecurity play.
Fortinet is highlighted as the profitability king of the creator's cybersecurity holdings, with strong profitability despite slower revenue growth.
Data Dog was mentioned as a company Palo Alto Networks held acquisition talks with.
Palo Alto Networks was mentioned in the context of acquisition talks with Okta and its CTO's comments on AI security threats.
Okta (OKTA) is a buy, with shares surging 20% on strong earnings and news of acquisition talks with Palo Alto Networks, despite slower growth in its niche market.
Crowdstrike (CRWD) is a primary buy due to blowout earnings, a "mythos moment" driven by AI security needs, and strong revenue growth, with management lifting its full-year outlook.