CrowdStrike was mentioned as a cybersecurity stock the creator had not recommended due to it being relatively expensive, and they missed its subsequent performance.
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The Proliferation of Agentic AI Has Been Great News for Palo Alto Stock Investors | PANW Stock
Sep 12, 2026
The creator discusses Palo Alto Networks (PANW) and its stock, noting accelerating revenue growth driven by agentic AI and strong management forecasts. However, they express concern over declining operating profit margins and return on invested capital, suggesting the revenue growth may not be of high quality. Despite these concerns, the creator has a long-standing bullish stance on the stock and the cybersecurity industry, though they acknowledge the current forward PE of 68.6 seems expensive given the margin pressures.
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SentinelOne was mentioned as a stock in the cybersecurity industry that the creator has recommended as a buy in the past.
Zscaler was mentioned as a stock in the cybersecurity industry that the creator has recommended as a buy in the past.
Okta was mentioned as a stock in the cybersecurity industry that the creator has recommended as a buy in the past.
Fortinet was mentioned as a stock in the cybersecurity industry that the creator has recommended as a buy in the past.
Palo Alto Networks stock is a hold, with accelerating revenue growth but concerning margin declines and a high forward PE of 68.6.
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