PANW (2)

來源: 未知就是風險 於 2024-02-20 14:56:48 [] [舊帖] [給我悄悄話] 閱讀數 : (499 bytes)

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. 

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