PANW (2)

1. PANW has had great performance ytd before today. One of the rational behind this is that AI will greatly increase cyber attach. Therefore, AI make cyber security more relevant, and will drive cyber security spending. This thesis may be true in long run. There may be some questions about this in the call. 

2. the soft landing thesis. If there is hard landing , cyber security spending will be cut. This is another area investors should pay attention to in the call. 

所有跟帖： 

• 谢谢分析！也感谢你对smci的分析 -长发依旧- ♀ (42 bytes) () 02/20/2024 postreply 15:02:53

• 谢谢。同样谢谢你的分享。 -未知就是风险- ♂ (0 bytes) () 02/21/2024 postreply 05:23:15

• 115 B market cap, 8-9B revenue, 15-20% rev growth -semibull- ♂ (0 bytes) () 02/20/2024 postreply 15:43:29