3/31/25 :: VROCKSTAR :: 
PANW
Adding once again...
- trading position
- but >3% fcf yields on industry winner
- u see that google txn on Wiz for $32 bn? here's 109 bn and dominant
- mid teens growth unaffected by tariffs
- if anything more cross border cyber warfare is secular "issue" that benefits these guys
- since last writing, they put up a great quarter
- but the mkt just correlation 1 here
- so trading this long. would love to size it up, but of course that would probably require closer to $150 to add it to the MT/ LT book
- nonetheless, it's a buy here.
V
PANWAdding once again...
- trading position
- but >3% fcf yields on industry winner
- u see that google txn on Wiz for $32 bn? here's 109 bn and dominant
- mid teens growth unaffected by tariffs
- if anything more cross border cyber warfare is secular "issue" that benefits these guys
- since last writing, they put up a great quarter
- but the mkt just correlation 1 here
- so trading this long. would love to size it up, but of course that would probably require closer to $150 to add it to the MT/ LT book
- nonetheless, it's a buy here.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.